Gaitame.com Releases Market Outlook Video for USD/JPY by Nana Ohtsuki

Video URL: https://youtu.be/P6A3Pq_mfmE

Video Summary

In the first half of 2026, the foreign exchange market experienced uncertainty, with the yen remaining weak despite continuous interest rate hikes by the Bank of Japan. Against this backdrop of complex factors—such as US-Japan interest rate differentials, speculative moves, risks of an AI bubble burst, and rising long-term interest rates in Japan—this video features Nana Ohtsuki explaining the key market themes for the second half of 2026 in an easy-to-understand manner.

● Key Topics Covered

1. Review of the market in the first half of 2026 2. Three reasons why the yen is unlikely to strengthen despite BOJ interest rate hikes 3. AI and semiconductor bubble burst risks and the outlook for Japanese and US equities 4. The arrival of Japan's 3% long-term interest rate era and the end of ultra-low interest rates 5. Key points of the June BOJ meeting 6. The biggest risk for the second half of 2026: Issues in the private credit market 7. Message to individual investors

Presenters

Nana Ohtsuki Professor at Nagoya University of Commerce and Business Graduate School, Senior Fellow at Pictet Japan Co., Ltd. Graduate of the University of Tokyo, MBA from London Business School, Ph.D. in Management from Hitotsubashi University ICS. She has worked in research at Japanese financial institutions, Standard & Poor's, UBS, Merrill Lynch, and Monex Securities. She has received high evaluations in various media analyst rankings. She has been at Nagoya University of Commerce and Business since September 2016, and Pictet Japan since 2022. She also serves as an external board member of Hitotsubashi University, chairperson of the JGB Investors Meeting, and a member of the Fiscal System Council.

Takuya Kanda Senior Currency Analyst at Gaitame.com Research Institute Joined Meitan Tradition in September 1991 after working at a securities company for four and a half years. Involved in the founding of Gaitame.com Research Institute in July 2009 and has been researching currency markets. Serving in his current role since December 2011. Regular appearances on Nikkei CNBC, Stock Voice TV, and Nippon Broadcasting System.

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[Disclaimer regarding Seminars] *The video introduced in this content is organized by Gaitame.com. Brief explanations of foreign exchange margin trading (FX) and CFD trading will be provided. *The information in the video is based on data at the time of recording and does not guarantee future investment performance.