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The NEW Jeff Gundlach Trade Is Going Wild, And It's Been Less Than A Week (NKY)

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Last Tuesday, Jeff Gundlach unveiled his latest trade: Go short the Japanese yen and long the Japanese stock market.

One week in, it's already in the money.

Here's a one week look at the Japanese yen against the dollar (the short) via Bloomberg:

yen

And here's the Nikkei (the long) via Bloomberg:

nikkei


Tonight, the yen is getting smashed and the Nikkei is surging in the wake of a landslide election win for Shinzo Abe, who ran on the platform that he would push more easy monetary policy in an effort to stimulate the economy.

During last week's webcast to DoubleLine Funds clients, Gundlach argued that Japan would pursue aggressive currency debasement, which would mean inflation.

He provided 9 charts that supported his view on this trade.

Japan has an incredibly heavy debt load



The budget balance is around -7.6% of 2012 GDP



Meanwhile, the birthrate has been falling and the population is aging



See the rest of the story at Business Insider

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