Mizuho Dealer's Eye (Mar, 2024)
The dollar/yen pair opened February trading at the 146 yen range on the slightly hawkish contents of the Bank of Japan (BOJ) Monetary Policy Meeting
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Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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FX Daily - USD Slips Before Powell Comments
The USD is trading lower for a fourth day (so far) in succession, something we haven’t seen in terms of the USD’s broad performance since the end...
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EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
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Macro Regime Indicator: MORE liquidity is coming
Greetings and welcome to this month’s Macro Regime Indicator. Financial markets have behaved pretty much just as we laid out in last month’s...
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