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Showing posts with the label YEN

self explanatory chart: Japanese YEN falls below its 20 + year lows, as the Bank of japan begins its intervention. Timed with Fed chairman Jerome POwell's dovish rhetoric in lieu of sticky U.S. inflation. YEn rallies as the DXY (USD) sells. The U.S. and West may never endure deflation again, as embedded stagflation maybe the new 'normal'. Until it isn't.

Self explanatory chart: Japanese YEN and Month on Month inflation (Japan).

Japan is a whisper away from a fall blown currency crisis. Will the Bank of Japan intervene for the 2nd time in 22 years? A china 'crash' will throw Japan's bond market and borrowing costs into turmoil.

*UPDATE* The Japanese YEN and Australian dollar (AUD) are now in freefall. With the YEN returning back to its 15 year lows. On the back of a China slowdown, which may turn into a recession. Food inflation is still sticky. *Update: RBA raises rate/s to 0.25% after April pause. AUD rallies. Central Banks return to tightening bias*

The Federal Reserve may increase interest rates and lift their terminal rate to a higher level. Japan and the U.K. are already in a currency crisis. Could Australia be next? As a divergence between dovish Central Banks and a hawkish Fed, may set off a wave of Foreign Exchange inflation.

IS Bitcoin the new safe haven? The once traditional 'save haven'; the Japanese Yen, has fallen out of favor as Japan tackles the worst inflation in 40 years. Yet gold could be the hedge between crypto's speculative appeal and YEN instability.

Bank of Japan for the first time in seven years opens up the 10 YR yield, taking interest rates out of negative territory. The YEN and stocks rally so does the oil price. Full blown stagflation was held at bay in 2022 on massive oil market interventions. Can it be achieved in 2023?

Bank of England offers to buy bonds from pension funds before they raise rates. The U.K. is a whisper away from becoming bankrupt. How long can Central Banks take hits on their balance sheets?

Bank of Japan intervenes for the first time in 24 years to shore up the collapsing YEN. The rally was token with the YEN still at two decade lows.

The futures on the Japanese Yen are at a 23 year low. How 'low' can the Yen go without any intervention by the Bank of Japan? Japan could return to its 1970's economy of high prices, scarcity and a poor middle class.

The YEN collapse is pointing towards an inflationary crisis in Japan rather than deflationary. Japanese consumer costs are skyrocketing, while the Bank of Japan keeps rates at ultra-low levels. Could Japan be one of the first major economies to priced out of existence?

YEN and BITCOIN are collapsing, the era of certain safe havens and E-coins have come to an end. Stagflation and interest rates, while Japan is stuck at negative 10% rate. The country could be priced out of existence, setting off a new Asian currency crisis.

Euro collapses, as oil, food and inflation spike across Europe. European Central Bank president Christine Lagarde claims inflation for Europe is different to America,

The Japanese YEN is about to lose its safe haven appeal, as oil inflation will hit Japan like a freight train. Could it lead to an economic crisis?