Notes From Underground: Back To Our Regularly Scheduled Programming

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In fact, I have recorded numerous podcasts with the Financial Repression Authority over the last six weeks, sitting down with David Rosenberg, Michael Every and Kevin Muir. Learn more about CQGs solutions for financial markets There has been a great deal taking place in global macro but in terms of market-shaking events there has been nothing new. The question that turns over in my mind: Is the G7 led by the U.S. allowing the Japanese to weaken its currency as it attempts to reshore strategic business away from China to other Asian locations? Japan has the ability to leverage a WEAK YEN to begin a significant competitor to all comers in the global cheap market. None were cited as manipulators but Switzerland was added to “monitoring list.” In lieu of the current level of all the YEN crosses I would claim that the Treasury report is UNADULTERATED BULL.

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