Macroscope: Long the yen against the euro

Since 2021, major economic cycles have been out of sync. Tight policy in Europe and very loose policy in Japan, leads us to predict a great asymmetry over the next 12 months between the two. Iain Cunningham, Head of Multi-Asset Growth explains why we are long the yen versus the euro. Hosted on Acast. See acast.com/privacy for more information.