NIKKEI
The Weekly - January 10, 2025
Chineses Deflationary & Policy Prescription pessimism lengthening shadows across G12 et al Monetary & Fiscal Policy Options as the $ maintains its rage but not its relevance?
NIKKEI
Chineses Deflationary & Policy Prescription pessimism lengthening shadows across G12 et al Monetary & Fiscal Policy Options as the $ maintains its rage but not its relevance?
NIKKEI
New Year unfolds with Fog aplenty; hopefully the Residue will provide clues as to The Revelations it signals?
NIKKEI
"Winds in the East, Mist coming in, Like Something is Brewing, ....On What lies in Store, All Happened Before."
NIKKEI
Trump's Tide has ebbed, the Yule Tide not so. Time to reflect, next Year beckons, with many a Challenge.
Japanese yen
Yet another illiquid Weekly move in 10yr Sovereigns; ECB Rate Decision serving to lessen the damage but not materially so as Fiscal realities arrive late to the MEGA/ MAGA..... Gala?
crude oil
Record setting Run for the MEGA/ MAGA Caps as the incoming 'Trump Tide' apparently does NOT Lift all Boats? BRICS soon to be on the FATF List? Who knows with DJT?
NIKKEI
Record Risk Asset Highs, Sovereign Bond curiosities, Brazilian Bric-a-Brac & Tales from the FX Graveyards of Dubious Propositions & Speculative Adventures.
crude oil
Inside Week for many an Equity Index & Narrow Ranges ex: WTI elsewhere. Clues to come from China & Japan as Risks shift away from US Risk Assets.
crude oil
Trump #2 going as well as Tyson #2? FOCUS: Crude's fate @ $65/bbl | US 10yr's @ 4.50% | Copper enroute > $3.55 | $/JPY Daily Reversal Friday | EUR/CHF Signal
crude oil
Trump Mk2 begins (perceptually) with plenty of outstanding issues for markets to ponder, discover price & speculate upon.....Game On!
crude oil
Technical Set- Up to play Second Fiddle to Tuesday's Event? By Week's End; Price Discovery will have reasserted itself. We Hope.
crude oil
NDX100 signals Indecision; last time was in July & 15% Losses ensued. US 2yr & 10yr Notes clear of their moorings; wind's whipping up...... Safe Harbor Trades?