I'd be interested to know which investers managers 35% against the south american countries and in which companies? .... 35% of what exactly? So vague in detail... I mourn the time when news had to be substantiated with facts.

Oracle of Delphi???

You are assuming a commercial level of efficiency in the counting of records and audits in government haha. An autumn election is more likely sir.

This is called the falling knife trade, Barclay is the gold bucket and pick seller in this scenario, kudos to them

That’s a hell of a bet … if Governor Ueda is reading this as we know how much he likes manipulating the press, he may just decide to squeeze them out first before tightening

Assets were not at risk, if you've understood the scenario in any detail you would know that it was liquidity/cashflow problem, not a solvency problem. Yes banks are important but due to fractional reserve banking it is and was a "systemic" problem. ...

The lobbying of the venture capitalists worked, and they are now whole... pity normal businesses cannot lobby in this way to achieve such swift outcomes in the period of a weekend.

I hope he is right, but I am cynnical despite his undeniable expertise and stellar track record. Believing the FED will stay firm is like believing in santa.

at this point why they dont just recycle it or put it in the bin? genuine question.

I actually agree with this analysis - based on the macro factors - projections are for a GBPJPY price point of 120. Not unrealistic.

Yup! A clean pivot away from stagnant public sector wages and cyclical strikes from public sector staff spanning several industries. No clean plan to actually deal with the problem.

You've never heard the expression "don't fight the FED" ?

Nah, its just a data point. When and if waiting for asymmetrical trade opportunities - this is a good use of time.

Your entry for the USDJPY long was based on what fundamental catalyst or technical level?

the corrective phase?

crazy but ok.

Careful Mr Bostic, you'll arouse the pivotistas lol

China has a population which are more aged than many other nations, so covid can have a detrimental affect on them, so it makes sense that they take these type of steps .... one man's extremism is another man's freedom fighter.

BOE knew about inflation inside the Summer but were too concerned with the pension liquidity and the chancellor's budget to focus on the larger issues at play

Love it! A good liquidity spike - business as usual next week though - next target 155.