fistfulofeuros.net - 5/22/2009
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Are carry trades back in vogue? With all the talk about second derivatives, equity rallies, and that “spring is finally here” feeling erupting into the market place the question is, I think, a natural one to ask. And naturally, I am not the only one who is asking it .
Actually, ...
Dollar/Yen
acrossthecurve.com 9/13/2009 — Here are some anonymous and intelligent thoughts about dollar/yen which I received via email earlier today. A reader forwarded it to me and the reader redacts the author’s identity and firm. It is a worthwhile piece. In this instance, the typos ...
Japan's Economy - No End in Sight?
japanjapan.blogspot.com 1/31/2009 — By Claus Vistesen: Copenhagen
As I wind up, post exam session, for some serious economic analysis it is to an economic landscape which is increasingly looking like a surreal mixture between Kafka and Dali. Having been paying only scant attention to ...
Long term outlook for the yen
japanjapan.blogspot.com 7/9/2009 — Yen: Safe Haven, But for How Much Longer?"The Yen carry trade is long gone. Now that everybody else has the same "zero interest rate policies" the trade has been unwound. The Japanese economy is absolutely imploding as the fatal flaw in the great export experiment is revealed. No amount of so ...
Turning Japanese
macro-man.blogspot.com 2/21/2009 — Working from home, as Macro Man is doing in the aftermath of his injury, presents a unique set of challenges. While he remains in contact with his colleagues, counterparties, and contacts on a real-time basis (thanks to the miracle of modern ...
Spring Time ?
globaleconomydoesmatter.blogspot.com 4/14/2009 — By Claus Vistesen: Copenhagen First of all, I hope that our readers have passed a nice couple of days with their families and friends and that they are ready to pick up the baton again here after Easter. One who sadly will not be joining us as we move forward is Greg Newton author of the blog ...
A Perspective on Carry Trading
clausvistesen.squarespace.com 5/13/2009 — ARE carry trades back in Vogue? With all the talk about second derivatives, equity rallies, and for my own part spring sensation in the market place this question is, I think, a natural one to ask. And by all means, I am not the only one who is ...
Back in Black
macro-man.blogspot.com 10/30/2008 — Macro Man has returned to the coal-face of global finance this morning after two days of following the mayhem from afar. It's really getting to the point where he will need to start a premium subscription service that will notify customers in advance ...
Yen: Safe Haven, But for How Much Longer?
benbittrolff.blogspot.com 7/9/2009 — “Money is gradually being pulled out of risk assets and that benefits the yen. People have been hoping that the world will become a better place after the crisis, and now reality is catching up.” -Geoffrey Yu FN: The argument that the Japanese Yen ...
The soaring yen
blogs.cfr.org 10/28/2008 — Back when it was fashionable to talk about the end of macroeconomic volatility, it was also common to note that volatility had disappeared from the currency market. The FT’s resident financial anthropologist Gillian Tett :
A couple of years ...
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