acrossthecurve.com - 9/13/2009
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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 are not mine but the author’s!!!
Why ...
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 ...
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 ...
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 ...
A Perspective on Carry Trading
japanjapan.blogspot.com 4/20/2009 — By Claus Vistesen: CopenhagenARE 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 asking it. Actually, I ...
A Perspective on Carry Trading
globaleconomydoesmatter.blogspot.com 4/20/2009 — By Claus Vistesen Copenhagen 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 asking it. ...
A (Wonkish) Perspective on Carry Trading
fistfulofeuros.net 5/22/2009 — 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, ...
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 ...
The Performance of Japanese Companies - A Growing Connection with External Demand
japanjapan.blogspot.com 11/1/2009 — By Claus Vistesen: Copenhagen(click on pictures for better viewing) Last week, we learned that industrial production rose yet again in Japan clocking in at 1.4% month-on-month in September after having increased by 1.6% in August. Companies said they planned to increase production in October and ...
Dollar Now Cheaper to Borrow Than Yen
online.wsj.com 8/27/2009 — BY CRAIG KARMIN, CARRICK MOLLENKAMP AND DAVID ROMAN Borrowing in dollars has become cheaper than borrowing in Japanese yen for the first time in 16 years, a sign that fear in the credit markets, which drove borrowing costs sharply higher, has eased ...
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 ...
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