Japan
Listen to a short summary of this report. Executive Summary The Dollar Likes Volatility
The Dollar Likes Volatility…
Executive Summary A True Bond Bear Market, USD-Hedged Or Unhedged
A True Bond Bear Market, USD-Hedged Or Unhedged…
BoJ Strengthens Commitment To YCC, Sends Yen Tumbling…
Executive Summary Summarizing Our Main Investment Themes In One Chart
Summarizing Our Main Investment Themes In One Chart…
Yen: Is Selling Pressure Exhausted…
Listen to a short summary of this report. Dear Client, In lieu of our weekly report next week, I will be hosting a webcast on Tuesday with my colleague Mathieu Savary, Chief European Strategist, on the implications of stagflation on European assets and global FX markets. I look…
Will The Weak Yen Support The Nikkei…
Executive Summary The Dollar Has Broken Above Overhead Resistance
The Dollar Has Broken Above Overhead Resistance…
Executive Summary To understand the economy and the market we must think of them as non-linear systems which experience sudden phase-shifts. The pandemic introduced phase-shifts in our lives, which led to phase-shifts in our goods demand, which led to phase-shifts in monthly core inflation.…
Executive Summary Our recommended model bond portfolio outperformed its custom index by a robust +48bps in Q1/2022 – an impressive performance given the significant uncertainties stemming from the Ukraine war, surging commodity prices and hawkish central banks. This outperformance came…