Skip to content
Monday, November 09, 2026
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Weekly
  • Monthly Letters
  • Kitsch Register

Category: yen

‘This Is Very Unusual’ – BoJ Plunge Protection Breaks Topix-Yen Link

August 24, 2017August 24, 2017

#Winning???

Read More

2 Comments on ‘This Is Very Unusual’ – BoJ Plunge Protection Breaks Topix-Yen Link

Markets Turn Nervous After Trump Wall Threat, NAFTA Nonsense

August 23, 2017August 23, 2017

“The ‘she loves me, she loves me not’ thought process could lead to on-off markets”

Read More

Leave a Comment on Markets Turn Nervous After Trump Wall Threat, NAFTA Nonsense

‘Game: Blouses’

August 22, 2017August 22, 2017

“It wasn’t even like it was close”…

Read More

1 Comment on ‘Game: Blouses’

Don’t Look Up – Or Down…

August 21, 2017August 21, 2017

“Ideological interpretation: Looking down is a mistake — the system works only if no one opens his eyes.”

Read More

2 Comments on Don’t Look Up – Or Down…

America Is ‘A Gong Show’ – So Maybe Put Your Money Here Instead

August 18, 2017

“As summer comes to an end, and investment committees meet in early September, I don’t see how at the margin, America doesn’t get a downgrade from asset allocators throughout the world. The simple fact is that the much hyped Trump optimism has been sorely misplaced.”

Read More

Leave a Comment on America Is ‘A Gong Show’ – So Maybe Put Your Money Here Instead

‘We Are In A Dive, I Repeat’…

August 18, 2017August 18, 2017

“You know what? It’s fine.”

Read More

1 Comment on ‘We Are In A Dive, I Repeat’…

‘Gold’en Opportunity? Havens Bid In Shaky Start – Where Is The Damn BTFD?!

August 18, 2017

While we’re reasonably sure the dip buyers will show up at some point (God bless ’em), they better get on the job fast or they’re going to have a lot of work to do.

Read More

Leave a Comment on ‘Gold’en Opportunity? Havens Bid In Shaky Start – Where Is The Damn BTFD?!

It’s Ugly Out There – Dip-Buyers Welcome

August 18, 2017August 18, 2017

Heads up, it is ugly out there folks.

Read More

Leave a Comment on It’s Ugly Out There – Dip-Buyers Welcome

Futures Jump On Trump Infrastructure Headline, Yen Falls As Kim ‘Backs Down’

August 14, 2017

TRUMP TO SIGN EXEC. ORDER RELATING TO INFRASTRUCTURE PROJECTS

Read More

2 Comments on Futures Jump On Trump Infrastructure Headline, Yen Falls As Kim ‘Backs Down’

Selloff? I Hardly Knew Her.

August 14, 2017August 14, 2017

And now back to your regularly scheduled rally.

Read More

Leave a Comment on Selloff? I Hardly Knew Her.

Ashes To Ashes: Surveying The Fallout 24 Hours Later

August 9, 2017August 9, 2017

Ok, so “what hath Trump and Kim wrought” for markets 24 hours on?

Read More

2 Comments on Ashes To Ashes: Surveying The Fallout 24 Hours Later

Japan Stocks Have Worst Day Since May As Volatility Spikes Most Since 2015

August 9, 2017August 9, 2017

So get to work Kuroda. Here’s a dip for you to buy.

Read More

1 Comment on Japan Stocks Have Worst Day Since May As Volatility Spikes Most Since 2015

‘It Can’t Be Helped’: Japanese Inflation Refuses To Rise Despite Bajillions In Money Printing

July 27, 2017

“The BOJ has done what it can with monetary policy. It can’t be helped.”

Read More

4 Comments on ‘It Can’t Be Helped’: Japanese Inflation Refuses To Rise Despite Bajillions In Money Printing

‘I Come Back To You Now’: Kolanovic Returns, Everyone Panics

July 27, 2017July 27, 2017

“…at the turn of the tide.”

Read More

Leave a Comment on ‘I Come Back To You Now’: Kolanovic Returns, Everyone Panics

A Dovish Fed Day In Charts

July 26, 2017July 26, 2017

So “dovish” it was, or at least “dovish” was the market’s read on the Fed

Read More

Leave a Comment on A Dovish Fed Day In Charts

Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’

July 25, 2017July 25, 2017

“We think the timing would be good for investors too to remember to what they owe their improvement in fortunes”…

Read More

1 Comment on Tuesday In Charts: ‘Remember To What You Owe Your Good Fortunes’

‘Heavy Selling’ Seen In Treasurys After Block Trade ‘Spooks’ Market

July 25, 2017July 25, 2017

“Another wave of selling was evident after the trade was published, potentially spooking the market.”

Read More

2 Comments on ‘Heavy Selling’ Seen In Treasurys After Block Trade ‘Spooks’ Market

Are They Pressing Their Luck? Specs Now Most Short Yen Since 2014

July 22, 2017

This isn’t exactly a “no-brainer.”

Read More

Leave a Comment on Are They Pressing Their Luck? Specs Now Most Short Yen Since 2014

A ‘Gettin’ Away With Murder’ Type Of Day: Thursday Market Wrap

July 20, 2017

Thursday was all about people who might have gotten away with murder…

Read More

4 Comments on A ‘Gettin’ Away With Murder’ Type Of Day: Thursday Market Wrap

BoJ Stands Pat, Pushes Back Timing For Inflation Goal They’ll Never Hit

July 19, 2017July 19, 2017

BOJ DELAYS TIMING OF REACHING 2% GOAL TO AROUND FY2019

Read More

Leave a Comment on BoJ Stands Pat, Pushes Back Timing For Inflation Goal They’ll Never Hit

Stocks Touch Record Highs: Full Wednesday Visual Recap

July 19, 2017July 19, 2017

“So much winning, you’re going to get tired of winning”…

Read More

Leave a Comment on Stocks Touch Record Highs: Full Wednesday Visual Recap

Dollar Dives As Republican Health Care Bill Collapses

July 17, 2017July 17, 2017

Well, it looks like the healthcare bill is dead after two more Republican Senators said

Read More

1 Comment on Dollar Dives As Republican Health Care Bill Collapses

‘Billions And Billions And Billions’: ECB, BoJ, And Your Full Week Ahead Preview

July 16, 2017July 16, 2017

If you didn’t get your fill of hand-wringing over DM central banks last week, then you’re in luck…

Read More

1 Comment on ‘Billions And Billions And Billions’: ECB, BoJ, And Your Full Week Ahead Preview

Kuroda Vs. The World: BoJ Moves On The 5Y As YCC ‘Mission Creep’ Looms

July 12, 2017July 12, 2017

Dammit no one is really talking about this, but it’s definitely notable. On both Monday

Read More

Leave a Comment on Kuroda Vs. The World: BoJ Moves On The 5Y As YCC ‘Mission Creep’ Looms

‘House Of ‘Tards’: Gold, Yen Bid As Investors Seek Safety After Trump Jr. Snitches On Self

July 11, 2017

If you were looking for an interesting set up heading into Yellen’s testimony on Capitol

Read More

Leave a Comment on ‘House Of ‘Tards’: Gold, Yen Bid As Investors Seek Safety After Trump Jr. Snitches On Self

‘They Immediately Bought Dollars’: Traders Get Confused, Drive Yen To March Lows

July 11, 2017

Well, the overnight session was described as “listless” by at least one Asia-based trader as

Read More

Leave a Comment on ‘They Immediately Bought Dollars’: Traders Get Confused, Drive Yen To March Lows

Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.

July 10, 2017July 10, 2017

Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t

Read More

Leave a Comment on Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.

Posts pagination

Previous 1 … 7 8 9 … 13 Next

Monthly Letter

  • The Arbitrageur

Recent Comments

  • John Taylor on Jensen Got Honey-Trapped
  • Soutomaxwell on Rasputin Presiding
  • Caribbean Breeze on Jensen Got Honey-Trapped
  • J. on Jensen Got Honey-Trapped

Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2026.

Upgrade your subscription

Join institutional investors, analysts and strategists from the world's largest banks
Subscribe now for just $7

Already a subscriber? Log in here

Loading Comments...

You must be logged in to post a comment.