# Japanese Macro Tails

Page: https://stenobird.com/podcast/the-macro-trading-floor-5344938/japanese-macro-tails
Text version: https://stenobird.com/podcast/the-macro-trading-floor-5344938/japanese-macro-tails.md
Podcast: [The Macro Trading Floor](https://stenobird.com/podcast/the-macro-trading-floor-5344938)
Published: 2026-01-16T14:00:00+00:00
Episode link: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8265916377.mp3
Audio file: https://traffic.megaphone.fm/ALFINVESTMENTSTRATEGYBV8265916377.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-macro-trading-floor-5344938/episodes/japanese-macro-tails
Duration seconds: 2194

## Resource

To reach out to Alf and Brent, ping them on BBG (Alfonso Peccatiello and Brent Donnelly). In this episode, Alf and Brent focus the discussion on Japanese short-term and long-term macro: is the MoF ready to intervene? How do you trade these policymaker-induced setups? And in the long-run, will the market keep punishing the JPY and long-end bonds or will the Bank of Japan turn hawkish and surprise the market?

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## Transcript

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