Global FX: Yentervention and other FX policy stories
The market is uncertain about the direction of the dollar, with optimism quickly priced in but the Japanese MOF intervening to keep the dollar yen...
103 Views
Global FX: Japan focus, US/China, PMIs, Fed/ECB
The FX and gold oil ratio have decoupled, leading to low market volatility, while traders focus on US data, geopolitics, and recent developments in...
472 Views
The Week Ahead – The End of the Beginning, or the Beginning of the End?
Global economic activity remains weak with rising inflation, geopolitical focus shifts to US-China summit and local elections, Japanese yen slide...
102 Views
Asia Cross Asset Podcast: Japan - The New LDP Leader: Implications for policy and markets
Ayako Takashi advocates for responsible expansionary fiscal policy focused on income distribution, leading to concerns about fiscal dominance and...
641 Views
Tariffs, Tapering, and Tectonic Shifts: Markets Brace for April | The New Barbarians #013
Due to market volatility, the podcast will be delayed, with stocks rebounding last week and continuing to rise today, especially with the Dow up...
273 Views