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11/5/2005
Comparing the implied future 3 month Eurodollar deposit rates with the implied future 3 month EuroYen rates, we get the following picture: The rate differential will increase marginally into the 2006, and then the speed of the rate increases of BOJ will surpass the speed of rate increases of the FED.
To what a degree is this a driver of the US Dollar/Japanese Yen differential? It is a good question, and I am not sure of the answer. It looks like other factors might be more important in for this currency pair than this is. It is very interesting though, that the Nikkei Index is doing so good and the value of the Japanese yen is eroding daily...
This is not a trade recommendation and no one should treat it as such.
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Recommended Links on the topic:
US Dollar - Euro 3 month Expected deposit rate differential
Implied Eurodollar, Federal Fund, Libor, EuroYen, EuroSwiss, Euribor, Australian, Canadian and New Zealand Interest Rates
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