I had some stuff from JP Morgan yesterday, most notably that markets should be wary of the risk that Japanese authorities may increase their rhetoric against a sharp drop in the yen, especially ahead of the December 14 election
More now:
- See USD/JPY at 128 in Q4 2015
- To 120 (from 117 previous forecast) for Q1 2015
- To 123 (from 119) for Q2
- 125 (from 120) for Q3
They cite interest rate differentials
