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?
After the Fed, Let’s Return to Regularly Scheduled Programming
With the Fed decision out of the way, let’s discuss the market reaction, energy prices, the Japanese yen, ‘Cheap Chinese Compute’, Space, and how to position now.
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?
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.
Is the ‘House’ on Solid Ground?
I saw a bit of myself in Sec. Scott Bessent’s ‘I am the house’ talk, and I didn’t like it. Let’s look a the yen, trade war with Canada, out of control AI.
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.
Kass: Welcome to the ‘Rosy Scenario.’ What Could Possibly Go Wrong?
We are at or approaching an important market top — and investors are under-appreciating the risks.
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.