NIKKEI
The Weekly - June 20, 2025
Silence of the Lambs? Staring into the Headlights? Stealth Still @ The Record Highs? Sooner or later.....
NIKKEI
Silence of the Lambs? Staring into the Headlights? Stealth Still @ The Record Highs? Sooner or later.....
NIKKEI
The China 'FIX' soon to be behind us? The Bessent Yield Curve Trade remains 'In Play.' Risk Asset Valuations a Function of 'What Exactly?'
crude oil
The River is forever changing yet forever the same. Letting GO of the Sharp Correction is always Hard Enough. What to do next IS even harder!
NIKKEI
Daily Charts aplenty amid the Counter- Rally. Germany's DAX suggesting a Spoiler New High? Trump's China Hand is WHAT Matters; FOCUS #1 still.
NIKKEI
Scripted & Published BASIS Friday's Close; Asian hysteronics Monday an unexpected Low? Turbulence: Randomness on Low Liquidity this Week?
NIKKEI
This Week: Blue Seats get it too as.... This Week MATTERS. Game On......
NIKKEI
Risk Asset Medium- Term Sell Signals aplenty; BUT Short- Term FOG a Bear's Lament? $BTC follows the script to $70 Handles momentarily. DJT audibles driving the A.I. Hals et al insane YET?
NIKKEI
Trump's Tide continues to Rise; All Tides ebb. So too this one. A 'Low~ Tide' to follow?
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
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.
Japanese yen
China Syndrome Issues simply won't go away; The West knows the Risks should China 'implode' Gold & Crude Oil are where the 'curious' should focus.
crude oil
Rally passing the Baton to the Broader Market; healthy Rotation or the Last Hurrah as the Market now discounts the FED's position on the Curve back to appropriate policy settings?