This Is It
The Macro Trading Floor
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The Japanese Yen Trade Could Look Like a Good Expected Value Trade
I'm starting to convince myself that we should worry a little bit about regionals and maybe banks on a broader setting as well. I actually think Europe is showing more signs of fragility now than the US. So why don't we head to Japan for a second? But if Weda wants to do something about this yield curve control, he will have to do it almost in a similar fashion to how the Swiss national bank pulled the rock from under the Euro-Swiss exchange rate floor.
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