Bloomberg (July 20)
There seems to be a split “forming between a growing number of bearish yen watchers in Tokyo and their more positive foreign counterparts.” With the yen at a 24-year nadir, “strategists are debating whether one of the year’s hottest macro trades—sell the yen—is overdone.” In Japan, many think “there’s still plenty of time to pile on shorts,” but overseas “analysts from Sydney to Geneva… say time is nearly up on the trade as the yen slips further toward the key psychological level of 140 per dollar.”
Tags: 140 per dollar, Analysts, Bearish, Foreign, Japan, Macro trades, Nadir, Overdone, Overseas, Shorts, Split, Strategists, Tokyo, Yen
Bloomberg (May 5)
“The collective sigh of relief in markets after Federal Reserve Chair Jerome Powell pushed back against super-sized hike speculation may be short lived.” The strategists “who fear inflation” suspect this is a “false dawn.”
Tags: Collective, Fed, Hike, Inflation, Markets, Powell, Relief, Short lived, Speculation, Strategists, Suspect
MarketWatch (March 28)
“Despite the upbeat note that the final full week in March delivered, strategists and market participants were chirping about a major block trade in the final minutes of Friday trading that could portend further stress on the market, which has been subject to bouts of turbulence as rising interest rates amid the rollout of COVID vaccines and a $1.9 trillion aid package complicate the financial outlook.”
Tags: Block trade, Covid, March, Market, Rates, Rollout, Strategists, Stress, Turbulence, Upbeat, Vaccines
Chicago Tribune (January 2)
“Who said: ‘Find out what the other team wants to do. Then take it away from them.’ Could have been Uber’s CEO, but no, it was George Halas, founder of the Bears.” As the Chicago Bears look for a new coach, it’s worth contemplating “heavy industries, or digital startups… business and sports share immutable truths about organizational ability and consequential success. Much of work life is a competition, right? Good bosses, like good coaches, are strategists and motivators who build strong teams. Games like football teach those lessons in fundamental ways that are useful in every field, including non-contact sports like accounting.”
Tags: Accounting, Bears, CEO, Chicago, Coach, Competition, Digital startups, Halas, Heavy industries, Motivators, Sports, Strategists, Uber
