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Goldman Sachs' FICC team released a report recommending long JPY positions to hedge against a sharp drop in AI valuations and the French bond market crisis, stating that the JPY is undervalued by approximately 40% against the USD.
Goldman Sachs' FICC team stated in their latest report that disappointing earnings from AI giants, France's 10-year government bond yield breaking above 5%, and the widest ever France-Germany spread since the euro's inception, all point to declining attractiveness of USD assets and capital flowing back to Japan. Goldman Sachs' long-term fair value model indicates that the JPY is undervalued by approximately 40% against the USD, making it the most undervalued currency among those it tracks, with extremely low hedging costs. The report emphasized that the current market logic chain is clearly formed: AI decline → S&P decline → US Treasury yield decline → JPY appreciation.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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