Results for “Yen”

this week's focus in our FX Markets Weekly on two other dimensions of the bearish yen view: what is the currency

…be bought as the 100-105 level was where medium-term directional risk was likely to reverse to the upside (Dollar's 100 Yen risk 02 March 2016). In our view, a Republican sweep would first lead to JPY strength on risk aversion, but eventually be the most bullish outcome for the U...

…ectionist trade measures, if implemented, would depress US growth and global trade further. If combined with a stronger yen, Japan’s economy would be hit hard. Chart 22: Japan's export exposure (% of total gross and value-added Chart 23: Breakdown of Japan exports to US by commo...

…e deal? Seems too obvious. On Thu, Nov 10, 2016 at 4:58 PM, jeffrey E. <[email protected]> wrote: long dow , short yen euro and pound. long reits, On Thu, Nov 10, 2016 at 10:57 PM, Thomas Jr., Landon i. wrote: You called it! How are you positioned re market? On Thu, Nov 1...

…oval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week’s BoJ meeting, led by new...

…rs both monetary and fiscal policy are supporting growth. The combination of modestly higher commodity prices, a weaker yen, and a tightening output gap should drive Japan-style core inflation to 1.0% in CY2017, and 1.4% in CY2018. We expect the BoJ to keep its rate targets uncha...

…nt JPY strength. The other risk is a rapid increase in US long-term yields triggers risk-off trade, supporting Japanese yen. However, we believe a potential correction in US equity is unlikely to reverse the medium-term direction of USD/JPY (though it could cause a short-term pul...

…urrency basis, led by cyclicals, banks and insurance stocks (Exhibit 4). Resurgence in the "Japan macro trade" of short yen / buy equities is also a possibility. Our Buy-rated stocks in bank, insurance and cyclical sectors are listed in Table 1. Shusuke Yamada, CFA FX/Equity St...

which is likely why correlations across dollar-based pairs have sunk to three-year lows. The yen story still looks to us the most unique – USD/JPY is the only major asset globally where vols are up this year – and the one with broader consequences for neighbors (through EM Asian...

USD/JPY could move to 100 on a credible BoJ. Realizing these extreme targets requires Japanese participation in this yen move

…is too, that he is right. Since I began working on this piece in September, Epstein predictions about the price of oil, yen, ruble, and euro have all born out. ((If I had invested $100,000 the way Epstein said I should in early September, by the end of January I would have made $...

… that is close to a record low. Similarly our CTI readings for macro variables like 10-year Treasury yields, gold and $/yen also hit oversold levels. The models are useful in isolation for highlighting any anomalies in European Equity Strategy | 01 December 2016 21 recent price a...

…oval rating are steadily raising the chance of success. We stay overweight Japanese equities and grow wary of the short yen trade, as capital inflows and rising growth expectations (chart of right) are ultimately bullish for the currency. Watch next week’s BoJ meeting, led by new...

… confusing. Some would say more is better. Few would argue that better data would be best of all for the consumer. The yen for better data is shared not just by Obama but also by some colleges. Start with graduation rates. Now, the federal government measures how many students...

… seems often to be right. Since I began working on this piece in September, Epstein predictions about the price of oil, yen, ruble, and euro have all born out. If I had invested $100,000 the way Epstein said I should in early September, by the end of January I would have made $2....