The yen is gauge of safe-haven flows, it reflects the plight of exporters in a world increasingly driven by FX vol, and it is in many ways a kind of running, real-time referendum on the market’s conviction regarding the Trump administration’s commitment to a weaker dollar.
Category: yen
Daily Kickstart (ECB Preview; Why Did Tarzan And Suicide Squad Suck So Bad?)
It feels quiet out there on Thursday morning. On Wednesday, a fairly potent one-two punch
“It’s Like Living In The Roman Colosseum”: Reaction To Trump Presser Lacks Nuance
“If investors were left disappointed on details relevant to the economy and policies, it’s because no one raised the issues in any substantive way.”
Daily Kickstart (Dollar Doldrums)
Oh how the mighty (greenback) has fallen. The consensus trade of 2017 is having a rough
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Dollar Swings Wildly After Upbeat US Economic Data
Well, that escalated quickly…
Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video
Summarized with a slightly modified quote from the video: “It remains to be seen if this crazy sh*t will work.”
Beware The “Currency Cold War”
One of the key themes in 2016 was the extent to which the dollar dictated
Daily Kickstart (BoJ Recap Edition)
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
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