Boris Johnson
commented on
$USD/JPY (USDJPY.FX)$ careful. this one will hit 137 or 139 level probably next within next 2 months short term
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meanwhile, stupid people are still longing for this falling knife
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Boris Johnson
commented on
$USD/JPY (USDJPY.FX)$ nice upside at 140.9 :) going back down aggressively - back to retesting at around/slight below 140
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$Bitcoin (BTC.CC)$ USD is at its very vulnerable stage
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Boris Johnson
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As the inverted yield curve resolves, the unwinding of yen carry trades will accelerate.
I always say that when the yield gap between U.S. and Japanese 2-year bonds narrows, the yen strengthens. If this yen appreciation turns into a trend, the carry traders will face increasing foreign exchange losses. This, in turn, lowers their risk appetite for carry trades.
By the way, the resolution of the 10Y-2Y inverted yield curve is driven by a bul...
I always say that when the yield gap between U.S. and Japanese 2-year bonds narrows, the yen strengthens. If this yen appreciation turns into a trend, the carry traders will face increasing foreign exchange losses. This, in turn, lowers their risk appetite for carry trades.
By the way, the resolution of the 10Y-2Y inverted yield curve is driven by a bul...
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Boris Johnson
commented on
Among the three major U.S. stock indices, the $Dow Jones Industrial Average (.DJI.US)$ often gets overshadowed by the $S&P 500 Index (.SPX.US)$ and $Nasdaq Composite Index (.IXIC.US)$ . However, since July, the Dow has not only outpaced these two indices but also reached an all-time high on August 30.
This shift suggests that funds might be moving out of tech stocks and into traditional industries.
Considering this trend could continue, it may be a good tim...
This shift suggests that funds might be moving out of tech stocks and into traditional industries.
Considering this trend could continue, it may be a good tim...
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opss Japan will soon experience recession
Boris Johnson
commented on
$USD/JPY (USDJPY.FX)$
sell usd and buy yen has make me very happy for the past 2 months… it was a No brainer to sell usd against yen…
yet i was suffering for the past 6 months..
right now, it is getting expensive to go Japan…
last year was cheap
sell usd and buy yen has make me very happy for the past 2 months… it was a No brainer to sell usd against yen…
yet i was suffering for the past 6 months..
right now, it is getting expensive to go Japan…
last year was cheap
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Boris Johnson
liked and commented on
Last week, the U.S. ADP report and non-farm payroll data for August were released, indicating a slowdown in the labor market.
– Private employment: 99k (Actual), 145k (Expected);
– Non farm payrolls: 142k (Actual), 165k (Expected);
– Unemployment rate: 4.2% (2024/8) , 3.7% (2023/8).
Investor concerns about a potential recession in the U.S. have intensified, leading to a collective decline in the three major U.S. stock...
– Private employment: 99k (Actual), 145k (Expected);
– Non farm payrolls: 142k (Actual), 165k (Expected);
– Unemployment rate: 4.2% (2024/8) , 3.7% (2023/8).
Investor concerns about a potential recession in the U.S. have intensified, leading to a collective decline in the three major U.S. stock...
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Boris Johnson : nope