meanreversion
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The Japanese export engine is still firing on all cylinders, which should prevent a collapse in the JPY (it would make no sense for such a large exporter to have a weaker currency). If there are problems in the bond market, don't forget that Japan holds $3 trillion of money overseas.. that can always be repatriated. If interest rates do rise due to problems with getting government debt away, this may be positive for the JPY in several ways.