Macro Finance
Yen's Fundamentals 'Different This Time Around,' Natixis Says
Bloomberg Markets·September 8, 2026·1 min read
Natixis economist Trinh Nguyen says the yen's fundamentals are 'different this time around,' citing reshoring by Japanese investors, interest rate hikes, attractive JGB yields, and an undervalued yen. These factors suggest sustained movement in the currency, according to Nguyen in a Bloomberg interview.
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