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EURJPY (EURJPY BGN CURNCY)
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bearish
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JPY
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27 Dec 2023 19:40
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Syndicated
Part Two: JGB Yields Spike Cause Yen Mayhem
USDJPY fell by 3.85% and closed lower by 2.20%; the z-score fell by more than 2.25 (for 60 days). It was the most significant decline in the z...
Untying The Gordian Knot
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607 Views
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bearish
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Cross Asset Strategy
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20 Jun 2023 21:05
Changes in Portfolio Weights: Sentiment Hits ‘Frenzy,’ We Comply
Our Fear & Frenzy Sentiment Index hit Frenzy for the first time during this rally, telling us to lower the weight of equities.
Jeroen Blokland
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290 Views
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bullish
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Cross Asset Strategy
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27 Jul 2022 16:13
"V" For ? Thoughts on Central Banks
Market reactions to the ECB are clear, they are going the opposite way of what policy makers intended. As we prepare for the Fed, some medium term...
Shyam Devani
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231 Views
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bullish
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Cross Asset Strategy
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22 Jul 2022 11:06
Cross Markets: Is the Ship Turning?
The inverted curve in the US should NEVER be ignored. Latest indications point to further gains in bonds as well as ongoing gains in equities....
Shyam Devani
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390 Views
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bullish
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JPY
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12 Oct 2021 14:36
JPY Crosses Continue to Trend
JPY weakness continues to come through as reflationary trends re-emerge while Japanese yields remain extremely low thus making the Yen the chosen...
Shyam Devani
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212 Views
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