As you’re no doubt aware, Japanese investors have been dumping US debt. “Data from Japan’s
Category: yen
“And You Thought The Bernanke Put Was Dead”: World’s Biggest Pension Fund Posts Largest Quarterly Return In History
Do you know what helps out a whole helluva lot when you’re massively long Japanese equities and when you need a weaker currency to boost your overseas holdings?
Get This Through Your Damn ‘Brain’ard
So basically, the message is that unless the S&P were to suddenly collapse, the Fed
Markets Frozen As Batsh*t Crazy Trump Speech Awaited
It’s all quiet on the Western and Eastern fronts as the market sits in suspended
“Just Imagine How Messy This Could Get!”: One Trader Warns On Yen-Sanity
“The yen market is offside and being short-squeezed. This looks set to sustain even amid resilience in equities, but just imagine how messy the move could get if U.S. shares crash to converge with how other assets are trading”…
Political Ping Pong, A “Pounding,” And A Market Awaiting Trump
Well, we start in FX land on Monday morning and as has become the norm
Dollar Pulled Between Minutes And Mnuchin, Crude Hopes For Bullish EIA Print
Ok so it’s Thursday morning and everyone has generally come around to what I said
“Run-For-Your-Life Affair” Continues In France, Fed’s Mester Hints At Hikes, US Vacations
“This weekend was an all-out, run-for-your-life affair.” That’s from Yves-Marie Cann, head of political studies at
A French Kiss Leaves Global Risk Queasy On Friday
If you were looking for clarity with regard to President Donald Trump’s policies or for any kind
“Bigly”: Reflation Is Back As Dollar Rises, Global Stocks Rally, Oil Eyes EIA Data
Apparently, reports of the reflation meme’s demise were greatly exaggerated. It wasn’t too long ago
That Was “Easily The Most Hawkish” Yellen We’ve Ever Seen
“Yellen’s remarks in Senate testimony were the trigger point for a market that may have been short dollars, a trader in London said, while Amherst Pierpont’s Stephen Stanley described them as ‘easily the most hawkish message’ that she has delivered as Fed chair.”
Algos Go Nuts As Word “Hike” Makes Appearance On Capitol Hill
The machines were ready…
Yellen Yellin’ On Capitol Hill, Dollar Slumps, Toshiba Turmoils, China PPI, German GDP: Enough Said
Ok, so there was actually quite a bit going on overnight, but needless to say,
“Substantial Volatility” Ahead: One Bank’s Take On Yen-Sanity
Well it’s all about USDJPY on Monday. Of course if you’ve traded these markets professionally
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early
Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”
Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of
US Stocks Eye Record-er-er Highs As Oil Soars, China Exports Jump, Trump Meets Abe
Friday is all about Trump again. More specifically, FX markets will be closely eyeing a meeting between the President and Japanese PM Shinzo Abe. Meanwhile, oil is buoyant Friday on the back of an IEA report showing OPEC has achieved a record 90% compliance while demand is on the rise.
Let’s “Get Out Of Dodge” On A Good Note Before The Weekend
It’s a mad, mad world, but trade in it we must. There’s lots to be
Analyzing Yen-Sanity Ahead Of Friday’s Trump/Abe Pow-wow
Watch USDJPY. I say it all the time. There is perhaps no better real time
Chart Check (The Trump Trade Fade)
“Is the reflation narrative dead or alive?”
Daily Kickstart (Chinese FX Reserves Fall Below $3 Trillion, Euro On The Back Foot, Senate Weighs Risk Of School Grizzly Attacks)
The “big” news overnight should have been Chinese FX reserves just like China should be back
These Days, Everyone Needs To Be A Macro Trader
There’s a lot to grapple with out there and unfortunately for those of you who
A Little Monday Yen-Sanity Never Hurt Anyone
This is probably worth noting for those of you watching USDJPY (which should be all of you assuming you trade or otherwise care about your investments).
Daily Kickstart (US Payrolls Awaited, China Tightens, BoJ Flouts Trump)
“Non-Farm Friday is no time to plead exhaustion,” Bloomberg’s Richard Breslow wrote earlier this morning
Daily Kickstart (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
One Bank Warns: “Bad Trump Dominates The News”
But as far as markets are concerned, the new administration’s FX policy is just as crazy. In fact, that statement is itself crazy. That is, the fact that the new administration has a discernible “FX policy” is nuts. And this isn’t some “well it would be nice if…” kind of thing.
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