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Tag Archives: yen

Week End Blog – Short Squeeze Japanese Style

April 8, 2016by jsblokland Leave a comment

An authentic short squeeze. That’s what this week’s major JPY move reflects. After years of riding along with the Bank of Japan, things completely reversed. The USDJPY exchanged rate crossed […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Record Highs & Record Lows

March 13, 2015by jsblokland Leave a comment

This week we got to see more amazing stuff in the European bond markets. The ECB started its massive QE program on Monday, and that didn’t stay unnoticed. Several research […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Politicians to the Rescue?

February 13, 2015by jsblokland Leave a comment

Welcome to the Week End Blog. This week was again all about politics. European politics, to be precise. First, the Greek roller coaster continued for at least another week. In […]

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FINANCIAL MARKETS, MACRO

Week End Blog – From Currency War to Oil War

December 5, 2014by jsblokland Leave a comment

We already had a currency war, and now a fresh new war seems to have started. After OPEC refrained from a production cut, Saudi Arabia this week offered customers in […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Central Bank Surprises!

October 31, 2014by jsblokland Leave a comment

This was a week full of surprises, most of them delivered by central banks. And the best one was saved for last. In a truly surprising move, the Bank of […]

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FINANCIAL MARKETS, MACRO

Week End Blog – With China, Russia and of course… Apple!

September 12, 2014by jsblokland Leave a comment

Lots of China news in the Week End Blog. After a total collapse of new loans in July, aggregate financing strengthened somewhat in August. But, the change that occurred in […]

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FINANCIAL MARKETS, MACRO

Week End Blog – Starring Mr. Draghi and many others

September 5, 2014by jsblokland Leave a comment

Draghi did it again. His words already proved very convincing, but now that the time for action has come, Draghi delivered as well. In what was quite a surprise, the […]

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FINANCIAL MARKETS, MACRO

Week End Blog – ECB policy, global trade, and rich valuations

May 9, 2014by jsblokland Leave a comment

This week was dominated by the ECB meeting on Thursday. While the ECB, again, refrained from changing its monetary policy, Draghi did seem to hint at some action in June, […]

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BONDS, EQUITIES, FINANCIAL MARKETS, MACRO

Potentially Dangerous Graph

May 16, 2013by jsblokland 1 Comment

The graph above is a potentially dangerous one. Until recently the fall of the yen was accompanied by a low, or even a falling Japanese bond yield. This was not […]

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FINANCIAL MARKETS

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