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Japan And Australia Enter Third Economic Downturns As Omicron Wave Hits
Seeking Alpha 2022 Jan 24
Upcoming rate hikes could drive an increase in hedging costs for Japanese investors, redirecting flows into unconventional assets and regions. Hedged yield pickup is naturally governed by the relationship of the spot and forward FX rates, which in turn are driven primarily by short-term interest rates.
Seeking Alpha 2021 Dec 19