A Two Way Yen: No Carry Crash For The US Markets, And HEWJ Over EWJ (NYSEARCA:HEWJ)
· seekingalpha.com
US-Japan intervention caps yen volatility, keeping the carry trade funded.
I have a bullish view on Japan equities, but that is a long term thesis that may have nothing to do with the next six months per se. This is what I have said in...