Tag Archives: JPY - 3 posts found

Smaller Impact on USD from Fed Rate Rises

(from our Tactical of 31st May) We have long argued of a dovishly leaning Fed with Janet Yellen at the helm. The market eventually got the Fed’s message.  The total hikes priced in over the next 6 months were stable…

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The euro to be supported in risk-off scenarios (mostly)

The ECB’s commitment to extra loose monetary policy through forward guidance and QE has resulted in the euro to becoming one of the darlings of the funding currencies.  US corporates such as Nike, Apple and Coca-Cola have taken advantage of…

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Japan’s economy is running out of time and growth

The recent Q4-12 GDP print in Japan underscores the mounting pressure on BOJ and Ministry of Finance officials to act decisively on the ongoing strength of the Yen. Japan’s economy slumped to a  2.9% contraction on the year (nominal GDP,…

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