This Tread Was Make To Discuss About The Headline/News That Impact The Market Behavior Due To Capital Flow.
So all are free to discuss any topic relevent and related to this idea.
I want to start with recent YEN weird behavior for last week move,
Ok...for last week market sentiment ,market was in risk off mode which we see 10Y TSY yield drop and GOLD surge record high and Dow drop below 29k...
But the YEN Behavior itself differ from what we expected which is it suppose to strengthen over bad sentiment but it do the opposite way which is depreciate more and more..
For the yen case , my view is actually looks like now investor are start flee from japan due to japan economic worsen .
So they might be start sell the yen.... buy the safe asset like gold,tsy....
We all know that BOJ is the major holder of JGB.If we see in this risk aversion enviroment, JGB 10Y yield are still going down(Someone buy the bond using yen) this is probably not impact much in yen because capital flow still inside japan but for the nikkei start to slump this time we can say someone start to fly from japan stock with the yen and buy others oversea asset that push yen lower because capital flow to outside Japan...
Even recently koruda said yen down due to dollar strength and upbeat economy...But do you agree?
Let start.....
So all are free to discuss any topic relevent and related to this idea.
I want to start with recent YEN weird behavior for last week move,
Ok...for last week market sentiment ,market was in risk off mode which we see 10Y TSY yield drop and GOLD surge record high and Dow drop below 29k...
But the YEN Behavior itself differ from what we expected which is it suppose to strengthen over bad sentiment but it do the opposite way which is depreciate more and more..
For the yen case , my view is actually looks like now investor are start flee from japan due to japan economic worsen .
So they might be start sell the yen.... buy the safe asset like gold,tsy....
We all know that BOJ is the major holder of JGB.If we see in this risk aversion enviroment, JGB 10Y yield are still going down(Someone buy the bond using yen) this is probably not impact much in yen because capital flow still inside japan but for the nikkei start to slump this time we can say someone start to fly from japan stock with the yen and buy others oversea asset that push yen lower because capital flow to outside Japan...
Even recently koruda said yen down due to dollar strength and upbeat economy...But do you agree?
Let start.....
Bismillah