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Excellent commentary as usual Macro Man. Appreciate the heads-up on NZD/JPY.
Aug 01 09:43 am
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All Comments by Coelacanth »Three Themes to Watch Over the Next Two Weeks [View article]
It's striking to still see "the wingless bird" at these levels on NZD/JPY after Bollard has been pretty insistent lately that further rate cuts are in the offing. In the wake of bad German retail numbers, China's manufacutring growth contracting and a general sense the global economy is truly slowing, it's not too surprising to see carry-traders paring back bets.
I'm hoping to be the bane of folks like Mrs. Watanabe in the month of August. Recent retail numbers out of Japan suggest she hasn't been out shopping as much as lately. Maybe the drooping Yen crosses are already having an impact.