Capturing the themes of the week when there’s more time to digest them.
BoJ normalization, tightening more than expected, higher wage agreements, add in a US recession and USDJPY to trend lower (i'm pretty sure I wrote this in Oct/Nov 2022... but let's try it again)
don't worry, you'll get to write it again next year!
🤣🤣🤣🤣....
BoJ normalization, tightening more than expected, higher wage agreements, add in a US recession and USDJPY to trend lower (i'm pretty sure I wrote this in Oct/Nov 2022... but let's try it again)
don't worry, you'll get to write it again next year!
🤣🤣🤣🤣....