Week End Blog – Short Squeeze Japanese Style
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 […]
Tag Archives: yen
Week End Blog – Record Highs & Record Lows
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 […]
Week End Blog – Politicians to the Rescue?
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 […]
Week End Blog – From Currency War to Oil War
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 […]
Week End Blog – Central Bank Surprises!
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 […]
Week End Blog – With China, Russia and of course… Apple!
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 […]
Week End Blog – Starring Mr. Draghi and many others
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 […]
Week End Blog – ECB policy, global trade, and rich valuations
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, […]
Potentially Dangerous Graph
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 […]
