I was on CNBC Squawk Box Australia last night talking about the Australian dollar, China and Japanese Yen with Karen Cho

Posted in Australian Dollar, Japanese Yen, aud/usd, australian dollar forecast, japanese retail positioning No Comments »

I was on Bloomberg News this afternoon talking about my Outlook for Japanese Intervention and Forex Market

Posted in Japanese Yen, japanese yen record low No Comments »

The Bank of Japan said explicitly last night that their intervention will NOT be sterilized. This is VERY good because it gives their intervention efforts a greater chance of succeeding.
Intervention by central banks is one of the most important short-term and long-term fundamental drivers in the currency market. For short-term traders, intervention [...]

Posted in Bank of Japan, Intervention, Japanese Yen, forex blog No Comments »

I was on CNBC Power Lunch this afternoon talking about the Japanese Yen and intervention risk.

Posted in 2009 japanese yen forecast, 2010 japanese yen forecast, Japanese Yen, forex blog, japan quake yen, japanese retail positioning, japanese yen record low 1 Comment »

The sharp rise in the Japanese Yen has triggered a lot of talk of repatriation by Japanese investors and the price action of the Japanese Yen certainly suggests that this could be true, but has the earthquake really put investors offline? I did some research on this and here’s what I found:
1) The MoF publishes [...]

Posted in 2010 japanese yen forecast, Japanese Yen, forex blog, japan quake yen, japanese retail positioning No Comments »