- Barring a big move higher in the next couple of sessions, the yen (FXY -0.2%) appears set to end 2013 pretty close to the year's low, the dollar buying more than ¥104 this morning vs. less than ¥80 in November 2012.
- "We do not believe that the current pace of yen depreciation is sustainable," says JPMorgan's Junya Tanasa, expecting an unwind of the popular Nikkei long/yen short trade at some point in 2014.
- For a contrary view, check out Kyle Bass, who contends the real move lower in the yen hasn't even begun yet. He's calling for dollar/yen rising all the way to ¥200 and - as we've all seen - once currencies get a head of steam going in a certain direction, no one can be sure of where the move will stop. ¥350? Why not?
- Japan ETFs: DXJ, EWJ, FXY, YCS, JGBS, JGBD, DFJ, JYN, NKY, DBJP, EZJ, EWV, YCL, SCJ, JSC, ITF, JGBL, JPP, DXJS, JPNL, JGBT, JPNS, FJP, JGBB
From other sites
Video at CNBC.com (Nov 21, 2014)
Video at CNBC.com (Nov 19, 2014)
Video at CNBC.com (Nov 11, 2014)
Video at CNBC.com (Nov 3, 2014)
Video at CNBC.com (Oct 31, 2014)
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