Chief Credit Strategist. Capital Structure Arbitrageur. Husband. Dad. Drinker. Ultra-rider. Brit. Ex-Rugby Pro. Arthritic to the core. Impatient Observer.
standard 900 point roundtrip in Nikkei since Japan closed
BoJ stick-saves 15k again for NKY - just 300pt ramp
JPY breaks to weakest since Oct 2008
Indonesia PMI just shit the bed
NKY and JPY recouple...
Yuan trades a biggest premium to fix since bands doubled
UK shop prices fall my most ever... yay (badflation)
NKY fat finger
NKY and JPY getting reacquanted in the Asia session
Yuan near recent lows - decent selloff today
normal... 30Y vs SPX
Italy's best 2 days in 20 months... 'normal'
Bloomberg's Orange Book shows CEOs not exuberant on outlook
Aussie confidence drops to 3 year low
Umm - credit spreads not playing well with stock exuberance
JGB vs UST
CNY fix at Sept Lows
PBOC giving Yuan weakness more room (Lew angry... Lew smash)
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