In Scott Bessent vs. The World, Can ‘The House’ Ever Win?
The Treasury secretary is fighting rising rates across the G7. But there’s a battle he can win, and it could create a win-win scenario for investors too.
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.
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.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
Here’s Why the U.S. Dollar Index Just Reached a One-Year High
Warsh’s battle for price stability and against the Fed’s balance sheet are creating a reaction in currency markets.
Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide
This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?
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.