The Morgan Stanley team, including Koichi Sugisaki and David Adams, is offering two long positions on the yen with revised targets.
First, they recommend selling USD/JPY at 146.40 with a target of 135, below the previous target of 145, and a stop at 151.
The second recommendation is to sell CHF/JPY at 171.30 with a target at 160 and a stop at 180.
Morgan Stanley predicts that if market prices for Federal Reserve bonds are around 2.75% by the end of next year, then the USD/JPY rate should fall to 135, which is about 7% below current levels.
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