Investors Are Out of Position — And That Is Supporting the Indexes
Why being wrong-footed makes for a market that is harder to knock down. Plus, the most underappreciated development this week.
Fed Not Alone as Asia Braces Itself for Higher Rates
What will the change in stance to a ‘hawkish hike’ by central banks around the world mean for equity markets?
With the Fed Threatening an AI Implosion, There’s a ‘Red Flag’ Investors Can’t Ignore
Inflation concerns are seeing central banks shift to a tightening stance. Are they indirectly calling the market top?
Bank of Japan Sees ‘Opportunity’ as Fed Leans Toward Interest Rate Decision
Are we in a Goldilocks phase? The answer has profound implications for where currencies and stocks head next.
How to Profit on the FX Markets as the Yen Faces Pivotal Moment
Here’s how U.S. investors can play the underlying trends in the Japanese yen exchange.
A Global Bond Rout and a Third Central Bank Turns Hawkish
The market is under severe pressure as oil remains elevated and yields are rising everywhere at once.
Think the Yen Doesn’t Matter to U.S. Investors? Think Again.
A stronger yen would threaten the earnings of major exporters, but a strengthening yen would also be a boon to domestic Japanese companies. Let me explain.
Why Is Bessent Propping Up the Yen? Call it ‘Enlightened Self Interest’
Here are the implications for U.S. investors as the Treasury takes an unusual step of wading into Japan’s currency market.
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
Japan Raises Rates to Highest Level Since Bubble Pop
The Bank of Japan has lifted the base rate to its highest level in 31 years, but is keeping its eye on business-to-business price hikes.