Global FX & Economics: Not safe yet
The Japanese yen has been the worst performing currency this year, with potential downside risks for the dollar yen pair due to stretched...
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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...
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EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
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Japan Watch: Markets Are Unprepared for BoJ Action
It is time for one of the most important Bank of Japan meetings in decades. Markets remain unprepared for a move, despite the pre-warning of a...
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Positioning Watch: Is Anyone Even Invested in China at This Stage?
We hope you have enjoyed our China Week coverage with extensive analysis on the ongoing malaise in Chinese Real Estate. Positioning in CNY markets...
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