Independent thinking for complex markets and current events
Something unusual is happening in Japan. The yen just hit a 40 year low and Japan may need another $100 billion to fight back Japan is running into a problem money alone cannot easily fix. The USD/JPY pushed above 162.66, sending the yen to its weakest level since 1986. Japanese Yen just broke! 🚨 It …
Institutional investors have rarely ever been this bearish on the US Dollar: US Dollar net exposure by global fund managers is down to -35 points, the lowest in at least 14 years byu/RobertBartus inEconomyCharts This is insane… US Dollar share of global reserve currency has fallen to its lowest levels this century. It’s literally unprecedented. …
Turns out printing confidence does not work forever. Gold just embarrassed every major currency at the same time. The Yen, Euro and US Dollar currencies all reached new all time record lows against Gold (real money) today. Gold is money.Everything else is just a currency. pic.twitter.com/TONvfyFZsp — Wall Street Mav (@WallStreetMav) January 27, 2026 News …
It looks like the Japanese government just pulled the trigger and is now actively intervening in the FX market selling Treasuries to fetch USD they then dump to buy and strengthen the JPY 👀🚨 https://t.co/3M4VLLU0gg pic.twitter.com/Sdx5R1z2Zo — JustDario 🏊♂️ (@DarioCpx) January 23, 2026 BOOM! Bank of Japan intervention ⚡ USDJPY goes Ooppsie.. How much money …
via notayesmanseconomics Overnight we have seen quite a significant move in an area which amongst other things frequently pops up in the comments section on here. It continues a powerful move and we now see a big figure change to the number 4. I just woke up to see gold blow through $4,000. It’s up …
We’re entering the “return to normal” stage of the bubble. pic.twitter.com/FfmSGvTMnm — Jacob King (@JacobKinge) April 11, 2025 Market is optimistic going into the close that a deal or postponement can be made over the weekend with China — The Long Investor (@TheLongInvest) April 11, 2025 China just posted this pic.twitter.com/qwDuaozpxl — Eric Daugherty (@EricLDaugh) …
Yeah, this is definitely not over Yen and Franc absolutely *ripping* higher, along with gold CPI came in cool, and the curve is steepening notably Dollar down big time as ES/NQ and long end continues to sell off https://t.co/H6j1P6F07K pic.twitter.com/CrFR6276Tv — Robert (infra 🏛️⌛️) (@infraa_) April 10, 2025 You've been warned [2] pic.twitter.com/JAFkZGIrRQ — Guilherme …
We have heard from Trump, Bessent & Musk repeatedly: They want LOWER dollar, yields & oil. But do they realize this is what triggers a yen carry trade unwind – part 2 – which would trigger de-risking of the concentration bet in MAG7 (Big Tech)? https://t.co/kKp6AVEWut https://t.co/qZeO3sh7kW — Samantha LaDuc (@SamanthaLaDuc) February 6, 2025 The …