Yield Curve Flattening Reflects Tightening Monetary Conditions, Safe Haven Currencies May Benefit
The USD has been undermined by doubts over the strength of the economy and intensifying political uncertainty. There has been strength in EUR and...
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US Bond Yields and the USD at Key Juncture
The fall in US yields continues to be a surprising development in global markets, coinciding with a weaker USD. There are a number of factors that...
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Trump Is a Dead-Weight on the USD
Global investors heading into Japan equities may no longer be routinely hedging the JPY currency exposure. Equity investors, viewing the largely...
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Nikkei (In USD) Shaping Bullish Exit of 17 Year Range
Access to this document is restricted to the use of the intended recipient designated by BBSP and may not be shared with others. Any unauthorised...
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Japan Stock Market Seasonality - Early Summer Sprites Turn to Late Summer Ogres
This is a reintroduction to a set of screens and seasonality of risk and return analyses that I run for most markets. Different markets have...
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