Chief Credit Strategist. Capital Structure Arbitrageur. Husband. Dad. Drinker. Ultra-rider. Brit. Ex-Rugby Pro. Arthritic to the core. Impatient Observer.
NKY not getting the JPY message @zerohedge
Yuan strengthening as Repo rate rises...can't have both
NKY not playing along with JPY's game
JPY and %ES_F recouple at VWAP... dun dun dun ahead of FOMC
can I get a price on UAHRUB 40 Straddles?
NKY -120 on the week as JPY tests down to 102 again
cheapest china risk protection - Aussie banks...
NKY already retraced half the US day-session gains
un-fixed NKY -220 from US close
stocks playing catch down to credit
Stocks retrace 38.2% Fib of yesterday's drop
Stocks rerace 38.2% Fib of yesterday's drop...
VIX (shorts) vs FX Carry Index (orange) - update
VIX shorts (red) vs FX Carry Index (orange)
VIX Futures shorts have a long way to go to unwind this
well that didn't take long... ES vs JPY
something to think about as JPY opens <102...
USDJPY vs NKT breaking again
S&P Futs (green) vs USDJPY (blue) vs EM FX (red)
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