Part Two: JGB Yields Spike Cause Yen Mayhem
USDJPY fell by 3.85% and closed lower by 2.20%; the z-score fell by more than 2.25 (for 60 days). It was the most significant decline in the z...
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Foreign Exchange Outlook - November 2023
We have revised our forecasts for the major currencies. The weakness in the US dollar (USD) that we expected to develop over the second half of the...
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Bonds & FX: Navigating Another Taper
As US yield rise with higher energy prices, we attempt to provide clarification in FX markets where some emerging markets are at risk of suffering...
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FX: JPY Crosses Ready to Move?
Rising yields and stable equities are providing support for USDJPY. JPY crosses are increasingly looking bullish though breaks are yet to be confirmed
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Warnings About US Economy and Dollar Overblown
The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some...
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