10yr Pain Trade - Yields to Plunge to 2.40%
Yield peak touted near 3.26% and move back below 3% shows increasing risk of a downside surprise that will catch the market off guard.Short...
331 Views
Japan: Fortnightly Update - Thanksgiving Rally
THANKSGIVING RALLY - Japan's equity markets have recovered by 2.4% since 16th November and are now 5% above the October 29th low, but the market...
328 Views
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...
486 Views
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,...
431 Views
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...
338 Views