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HOUSE_OVERSIGHT_014397.txt

HOUSE_OVERSIGHT_014397.txt

Why This Matters

Amanda Ens is suggesting that USD/JPY will test 110 and recommends buying Japan's upside with a focus on banks.

AI-Generated Summary

Amanda Ens is suggesting that USD/JPY will test 110 and recommends buying Japan's upside with a focus on banks. The document includes charts and reports such as "Nikkei to 20000", "Japan - Ready for Ignition", and "Japan Macro Watch". Ens also mentions that higher USD and yields are expected due to the Republican sweep, which would be positive for Japanese equities, particularly banks. There is a huge focus on Banks/Financials post-Trump election, and they are the big winners. However, uncertainty still exists, so buying calls and call spreads makes sense as an investment strategy. Ens also references BAML's expectations for USD/JPY to reach 115-120 by the end of 2017 and a target of 20,000 for NKY.

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HOUSE_OVERSIGHT_014397.txt