Japan's Crowded Long Faces Exodus Pressure
Our bearish domino sequence from the summer touted japan as the last Stallworth to capitulate into an intermediate cycle low that would help mark a...
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Can Japan Inc Protect Earnings on the Downside?
If and when the downturn does come, it is likely to be painful around the world. Based on past experience it is likely to be very painful in Japan,...
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Dollar Yen BIG Short/Inflection Level and Targets
JPY (USDJPY CURNCY) is pushing into a very important inflection and pivot level at 114.50. A turn would have a direct impact on a risk assets and...
337 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
522 Views
This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
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