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JPY and MXN are interesting but for different reasons, economists at TD Securities report.
The BoJ has opened the door to further normalization, which to us remains JPY bullish. Local investment managers are repatriating longer-term fixed income flows and foreigners are buying equities.
On MXN, we like EUR/MXN lower, underscoring a nice way to capture good US growth but still attractive global carry, as markets mull the end to the ECB and Fed cycles.
風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
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