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Yen's Plummet Puts Bank of Japan in a Bind

Published on
August 8, 2022
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The BOJ’s resistance to tighter policy and higher JGB yields is understandable, but this is not a sustainable situation. Within equities, the impact of a weak yen varies from sector to sector. The BOJ is facing two bad choices: continue to allow the yen to weaken, sapping purchasing power; or, raise rates, likely leading to a drag on economic activity.
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