Tag Archives: Yen

Week in Review

Posted on November 6, 2011 by macromon

(click here if charts are not observable)

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Week in Review

Posted on October 30, 2011 by macromon

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Global Trend Indicators

Posted on June 19, 2011 by macromon

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Week in Review

Posted on March 13, 2011 by macromon

We don’t have much to say in a week that ended with the terrible tragedy in Japan.   Every major equity market we track was down with the Nikkei not surprisingly performing the worst and will no doubt open down big … Continue reading →

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Chart Update: Kobe Earthquake Impact on NIKKEI and Yen

Posted on March 12, 2011 by macromon

We’ve made a slight adjustment and updated our chart of the NIKKEI and $/Yen trajectory after the 1995 Kobe Earthquake.   A slight scale adjustment to the currency axis makes the Yen move much clearer.   It also shows how tight … Continue reading →

Posted in Black Swan Watch, Currency, Japan | Tagged , , | 2 Comments

The [First] Week in Review: A Capital Flows Sandwich?

Posted on January 7, 2011 by macromon

Not a bad start to the year if you were in the right space.  A Frenchman with a long position in “Apple the Sovereign” was up over 8 percent in Euros.   Note, Apple rose another $2.00 to $338 after Friday’s … Continue reading →

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2011 Radar: Japan Sovereign Risk

Posted on January 2, 2011 by macromon

It’s late but want to start with a quick post on what we see as potential off-radar risks that could potentially derail the equity rally.   Let’s focus tonight on Japan, which is on the mind of very few traders and … Continue reading →

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The Christmas Ramp

Posted on December 1, 2010 by macromon

Here’s a look at the YTD performance of U.S. stocks.  December is shaping up for a year-end ramp as many dedicated funds are under allocated and under performing their benchmarks in a big way.  The S&P500 held its 50-day moving … Continue reading →

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Gold and the QE War?

Posted on October 31, 2010 by macromon

This is going to an interesting week for gold.  We expect some currency fireworks as the Bank of Japan draws a line in the sand for the Yen around the 80 level.  Will the Japanese respond to QE2 with more … Continue reading →

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