My theory is ' Abenomics is a failure to boost inflation and growth. With that US has tied down the hands of BOJ to ease. So every rally is an oppurtunity for selling. Also FED will run away to future for hike ' If this works we see below 90 soon. But the salt here is the MSCI Index which says yen is overbought. http://www.marketwatch.com/story/its-de-ja-vu-all-over-again-for-traders-as-fed-rate-hike-tilts-to-december-2016-09-02
I'm sorry, I did not not bother theory, because I could not understand, I have to do is to understand the scope of my inside transaction, do not understand the scope of the transaction I am not confident.