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$USD/JPY (USDJPY.FX)$
There wasn't any particular turbulence.
Personally, I like that in the afternoon too.
Jackson Hole is the main one.
One point of interest from the technical side.
If it does not fall below the most recent low of 144.458 yen and goes above the most recent high price of 146.526 yen, a trend change in the Dow theory will be confirmed, so pay attention to the short-term depreciation of the yen and the high dollar trend.
Expectations for interest rate cuts in the market have increased too much due to the effects of recent economic indicators, etc., so if expectations about interest rate cuts are disappointing even a little, there is a possibility that an excessive dollar buyback reaction will occur, so I would like to take countermeasures.
If it falls below the most recent low, follow the trend honestly.
There wasn't any particular turbulence.
Personally, I like that in the afternoon too.
Jackson Hole is the main one.
One point of interest from the technical side.
If it does not fall below the most recent low of 144.458 yen and goes above the most recent high price of 146.526 yen, a trend change in the Dow theory will be confirmed, so pay attention to the short-term depreciation of the yen and the high dollar trend.
Expectations for interest rate cuts in the market have increased too much due to the effects of recent economic indicators, etc., so if expectations about interest rate cuts are disappointing even a little, there is a possibility that an excessive dollar buyback reaction will occur, so I would like to take countermeasures.
If it falls below the most recent low, follow the trend honestly.
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Dollar yen “speculators unexpectedly overbought yen 💦 first time in 3 years and 5 months” #CFTC #IMM
Announced 8/16 speculators' circle positions as of 8/13 (last week)
・Buying goods 87,101 (66,169) ← high level since 16/10 ⚠️
・Sales 63,997 (77,523)
⇒Discounted 23,104 yen oversale (-11,354 oversale)
The flow of speculator positions
7/2 0.18 million4223 yen sales, second highest historical yen sales level in the past
8/18 0.02 million3104 yen purchase over yen since March '21
⇒Sudden change of over 0.2 million cards in 1 month and a half 💦
The dollar and yen also fluctuated rapidly
7/3 161.96 yen high for the first time in 38 years
8/5 141.68 yen crashed 20 yen in 1 month 😱
⇒The movements of speculators have an effect 🌀
IMHO
Did speculators go from selling too much yen to buying over yen? 💦
last week
Concerns about the US recession, such as US retail sales, have receded
There is also a possibility that the speculator's position was too inclined to buy yen this time, and the dollar and yen rose rapidly due to short cover
hereafter
The development of searching for a place of calm between the dollar and yen
Announced 8/16 speculators' circle positions as of 8/13 (last week)
・Buying goods 87,101 (66,169) ← high level since 16/10 ⚠️
・Sales 63,997 (77,523)
⇒Discounted 23,104 yen oversale (-11,354 oversale)
The flow of speculator positions
7/2 0.18 million4223 yen sales, second highest historical yen sales level in the past
8/18 0.02 million3104 yen purchase over yen since March '21
⇒Sudden change of over 0.2 million cards in 1 month and a half 💦
The dollar and yen also fluctuated rapidly
7/3 161.96 yen high for the first time in 38 years
8/5 141.68 yen crashed 20 yen in 1 month 😱
⇒The movements of speculators have an effect 🌀
IMHO
Did speculators go from selling too much yen to buying over yen? 💦
last week
Concerns about the US recession, such as US retail sales, have receded
There is also a possibility that the speculator's position was too inclined to buy yen this time, and the dollar and yen rose rapidly due to short cover
hereafter
The development of searching for a place of calm between the dollar and yen
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とみやん 0220
reacted to
$USD/JPY (USDJPY.FX)$ hitting Nagoya?
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とみやん 0220
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On the other hand, another characteristic of August is that it is difficult for these macro-micro factors to be immediately factored into the market price. As the main scenario, the yen depreciated rapidly due to the restructuring of the carry position ( $USD/JPY (USDJPY.FX)$ (Up to the first half of the 150 yen range) has progressed, and employment statistics for next month will be reached. Here's a test to see if the deterioration in employment is real.
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$USD/JPY (USDJPY.FX)$ If you look at places where the exchange rate has not followed the current decline in US interest rates, it can be seen that the cancellation of carries has gone through a round, and restructuring is progressing.
What is likely to be a catalyst for interest rate exchange within the month is today's PPI, tomorrow's CPI, and retail statistics for the day after tomorrow. Settlement of retail-related stocks in micro $Home Depot (HD.US)$ 。
What is likely to be a catalyst for interest rate exchange within the month is today's PPI, tomorrow's CPI, and retail statistics for the day after tomorrow. Settlement of retail-related stocks in micro $Home Depot (HD.US)$ 。
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とみやん 0220
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$Jumia Technologies (JMIA.US)$
I missed it when I bought it (.)
I missed it when I bought it (.)
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とみやん 0220
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$Astera Labs (ALAB.US)$ How much will it sell for? 💦 Wouldn't it be generally a good financial result?
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$Luminar Technologies (LAZR.US)$ Strong yen, weak dollar, falling stock prices
this is an opportunity to buy more!! 🤩🤩🤩
this is an opportunity to buy more!! 🤩🤩🤩
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