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.

Yen’s Carry-Trade Reign Is in Flux as BOJ Hints at Policy Shift

Oracle of Delphi???

BoJ's Gov Ueda: Still Not Seeing Certainty Of Achieving Inflation Goal

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.

Jeremy Hunt delivers Autumn statement to parliament

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

Barclays Expects Bumper Japan Profit Driven by BOJ Trading Bets

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

Pimco Is Buying Yen to Prepare for Tighter BOJ Monetary Policy

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. ...

Joint Statement by Treasury, Federal Reserve, and FDIC

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.

Joint Statement by Treasury, Federal Reserve, and FDIC

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.

Oaktree's Howard Marks on Markets, Fed Rates, Inflation

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

Banks in Argentina Need More Vault Space to Store Piles of Pesos

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

Pound Outlook Dims as UK Central Bank Takes Dovish Crown From Japan

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.

UK’s Sunak vows to halve inflation, tackle illegal migration

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

Fed officials see higher rates for ‘some time’ ahead

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

FOMC Minutes: Several Officials Noted Dot Plot Tracking ‘Notably Above Market’, Officials...

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

US Dollar Has Peaked, Likely to Head Lower in 2023, Westpac Says

the corrective phase?

Commitment of traders report (COT): Traders flipped to net-short USD

crazy but ok.

Beijing Reports Two More Covid Deaths, Stoking Fears Of Curbs - BBG

Careful Mr Bostic, you'll arouse the pivotistas lol

Fed's Bostic says he is ready to 'move away' from large rate increases

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.

Chinese Leaders Weigh Steps Toward Zero-Covid Reopening, But No Timeline Set - Sources -- WSJ

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

Monetary Policy Report - November 2022

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

USD/JPY takes a dive: Intervention?