CEO, ByteTree Asset Management

ByteTree Asset Management

Specialising in Bitcoin, Gold and Digital Assets

Investment Manager specialising in bitcoin, gold and digital assets

Cross Asset Strategy

<ul><li>Who’d have thought that the pound, universally ridiculed by the FT’ies (lefties who read the Financial Times), would be on the verge of a 6-year high? Only the Swiss Franc and the Singapore Dollar, both financial safe havens, are ahead of the pound over this post-Brexit period.</li><li>The pound has also been doing well against emerging market currencies, with just the Mexican Peso ahead.</li><li>With consistently high real interest rates (rates above inflation), the Mex has been a standout performer, even ahead of the Swiss Franc.</li></ul>

Who’d have thought that the pound, universally ridiculed by the FT’ies (lefties who read the Financial Times), would be on the verge of a 6-year high? Only the Swiss Franc and the Singapore Dollar, both financial safe havens, are ahead of the pound over this post-Brexit period.The pound has also been doing well against emerging market currencies, with just the Mexican Peso ahead.With consistently high real interest rates (rates above inflation), the Mex has been a standout performer, even ahead of the Swiss Franc.

The British Pound Flirts with a 6-Year High

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<ul>
<li>Bias/Focus: AUD short (and NZD), Euro maturing wedge. USD/JPY long from 130 (policy push). USD/ZAR bull. Sterling long from 1.2450 gaining traction.</li>
<li>Commodity currencies and the USD/JPY have been our USD positive bets hidden within the DXY slide. Within EM, USD/ZAR is out top USD long theme. </li>
<li>The USD/KRW has been the weak performer within Asia outlined some fairly clear USD divisions. USD/SGD macro support at 1.32/31 is compelling.</li>
</ul>


Bias/Focus: AUD short (and NZD), Euro maturing wedge. USD/JPY long from 130 (policy push). USD/ZAR bull. Sterling long from 1.2450 gaining traction.
Commodity currencies and the USD/JPY have been our USD positive bets hidden within the DXY slide. Within EM, USD/ZAR is out top USD long theme. 
The USD/KRW has been the weak performer within Asia outlined some fairly clear USD divisions. USD/SGD macro support at 1.32/31 is compelling.


Asia biased macro & technical analysis, Untying The Gordian Knot

Untying The Gordian Knot

Asia biased macro & technical analysis

A differentiated process with a primary focus on Asia. Technical Analysis as core and Macro drivers that could bring the view to fruition & changes that could make the idea fall apart. The objective is to be the best in class, hence corner shop.

FX & Rates

<ul><li>Friday's market close marked an impulse Dollar reversal pattern (we await confirmation) despite weaker NFP, lower wage growth, and inflation figures.</li><li>The DM currencies were the last to decline against the Dollar, led by Euro and GBP. USDJPY made a low on March 24 and has since made higher lows.</li><li>USDJPY made a low on March 24 and has since made higher lows. Despite the expectations, BoJ will ease the Yield Curve Control policy, leading to higher Yen rates and a stronger Yen.</li></ul>

Friday's market close marked an impulse Dollar reversal pattern (we await confirmation) despite weaker NFP, lower wage growth, and inflation figures.The DM currencies were the last to decline against the Dollar, led by Euro and GBP. USDJPY made a low on March 24 and has since made higher lows.USDJPY made a low on March 24 and has since made higher lows. Despite the expectations, BoJ will ease the Yield Curve Control policy, leading to higher Yen rates and a stronger Yen.

Macroeconomics

<ul><li>We seem to be playing to the Oscar-winning movie title “Everything Everywhere All at Once” in the financial markets.</li><li>Two bank failures in the US, and we go from No Landing to Crash Landing.</li><li>The three days move in 2-year yields was the most significant drop since 1987 and a $ 485 billion loss in banks' market cap.</li></ul>

We seem to be playing to the Oscar-winning movie title “Everything Everywhere All at Once” in the financial markets.Two bank failures in the US, and we go from No Landing to Crash Landing.The three days move in 2-year yields was the most significant drop since 1987 and a $ 485 billion loss in banks' market cap.

Head of Research and Global Chief Strategist, Steno Research

Andreas Steno

Head of Research and Global Chief Strategist

Macro and Geopolitical Research House

Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

<ul>
<li>Ueda seems like a centrist candidate compared to Amamiya (dove) or Yamaguchi (hawk)</li>
<li>Ueda, if he gets the nod on Tuesday, is likely to slowly but surely distance himself from YCC</li>
<li>We continue to like JPY on the prospects of tighter USD-JPY rates spreads </li>
</ul>


Ueda seems like a centrist candidate compared to Amamiya (dove) or Yamaguchi (hawk)
Ueda, if he gets the nod on Tuesday, is likely to slowly but surely distance himself from YCC
We continue to like JPY on the prospects of tighter USD-JPY rates spreads 


Japan

The Japanese yen is the official currency of Japan. 

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

JPY (USDJPY CURNCY)

The British Pound Flirts with a 6-Year High

With consistently high real interest rates (rates above inflation), the Mex has been a standout performer, even ahead of the Swiss Franc.

ByteTree Asset Management

USD Long and Short Positioning

Bias/Focus: AUD short (and NZD), Euro maturing wedge. USD/JPY long from 130 (policy push). USD/ZAR bull. Sterling long from 1.2450 gaining...

Thomas Schroeder

Things to Watch In Asia Pacific FX

Friday's market close marked an impulse Dollar reversal pattern (we await confirmation) despite weaker NFP, lower wage growth, and inflation figures.

Untying The Gordian Knot

Mean Reversion

We seem to be playing to the Oscar-winning movie title “Everything Everywhere All at Once” in the financial markets. Two bank failures in the US,...

Untying The Gordian Knot

Japan Watch: Kazuo Ueda - Who?

Is Kazuo Ueda another trial balloon from the Japanese government or is this a confirmation that politicians seek a break-up with the ultra-loose...

Steno Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)