More than 3 weeks ago, I talked about how USD/JPY has a strong tendency to weaken in the month of August (see post: USD/JPY Falls 10 out of the Last 12 Augusts). The year 2010 was no different as USD/JPY ends the month down nearly 3 percent.
At that time, I said “Although seasonality does [...]

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I was on Fox Business earlier today talking about my outlook for the US Dollar:
Watch the latest video at video.foxbusiness.com

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The frequency of my reports on the Chinese Yuan is admittedly much higher than it used to be. Why? Call it disbelief. More than two months have passed since China revalued its currency, and after a rapid 1% appreciation, the RMB has actually fallen back. Today, it stands only .5% higher against the Dollar compared [...]

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I guest hosted CNBC Asia for 2 hours last week. If you missed the videos, the calls are still relevant:
Possibility of Yen Intervention

I like CHF/JPY

Talking about possibility of additional stimulus pre Jackson Hole

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I am finally back from Singapore and in the office watching rates, quotes and charts today - would be perfect if not for this horrible cold that I caught on the way back. It was such a great pleasure meeting so many of you!
Here are some pics from Investfair and the Masterclass that I [...]

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