Nikkei 225: Trading Ideas for APR25 Expiry
BUY APR25 37500/36500 PS 1X2 for a 36,500 Apr25 SQ. Uncertainty around USDJPY and tariffs are capping the Nikkei 225 and USDJPY Take advantage of...
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EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Japan Watch: Markets Are Unprepared for BoJ Action
It is time for one of the most important Bank of Japan meetings in decades. Markets remain unprepared for a move, despite the pre-warning of a...
567 Views
Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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Japan Watch: 1% with Added Flexibility – More or Less Printing from Here?
The Bank of Japan moved the needle on the 10yr YCC from an effective cap 0.5% to a new effective cap at 1% but with a larger...
436 Views