USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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JAPAN FLOW IV: Â Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
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JAPAN FLOW II: Â Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?
The BOJ Buys ETFs.It has a program which was running at ÂĄ3 trillion (roughly US$30bn) a year for "regular" equity index ETF purchases, and an...
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JAPAN FLOW I: Â The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
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Growing DM Peak Risk as EM's Squeeze Higher
Chartonics weekly Monday 21 March 2016Growing DM peak risk as EM’s squeeze higherOur March risk on rally is maturing with DM’s slated to peak in...
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