Tohru Sasaki, head of Japan markets research at JPMorgan in Tokyo

Commenting today on USD/JPY

  • We continue to think politics will be a main driver for dollar-yen this year
  • Japan will soon realize that the peaceful weekend in Florida is over and face reality. The U.S.'s protectionism would create downward pressure on the dollar against funding currencies.
  • Says he is "comfortable" with his call that the yen could climb past 100 by the end of 2017

via Bloomberg (more)