Conservative FX markets testing (some) extremes

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FX markets’ conservative approach in face of acute coronavirus and macro uncertainty We argued in the 20th April edition of Armchair Trader’s Daily Newsletter that the currency range-trade was making a comeback. In the past 13 trading sessions most developed and emerging market (EM) currencies, including the majority of Asian currencies, the Euro and Sterling, have continued to trade in narrow ranges versus the US Dollar and/or appreciated/depreciated only very modestly (circled in red in Figure 1). Markets grappling with the release of increasingly weak and time-relevant macro data, fluid
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I have a new post in the Prime Minister's Time section of my website, analyzing Suga's schedule for the week of 9/20. http://observingjapan.com/2020/09/26/the-week-of-20-september-2020/

Shinzo Abe presided over an era of stability in Japan, but his successor does not share Abe’s luck, @observingjapan writes. Japan’s economy has sunk into a recession and Beijing’s recent actions have entirely undone Abe’s pursuit of a rapprochement.
https://trib.al/GW4kv2W

En 4 de los últimos 5 meses las importaciones pagadas fueron superiores a las computadas en aduana. En exportaciones la tendencia es la opuesta: llevamos 7 meses seguidos con menos ingreso de dólares que exportaciones. Así es la brecha XL. Imposible que no falten dólares. #MULC

"Risks and Opportunities for the Euro" https://www.europarl.europa.eu/thinktank/en/document.html?reference=IPOL_STU(2020)652751 . A study Daniel Gros and I did for the European Parliament on the prospects for enhancing the currency's international role.

Shinzo Abe presided over an astonishing period of stability in Japan. His successor promises continuity, but a recession, an aggressive China, and a possible second Trump term will make it difficult to deliver on that promise, @observingjapan argues.
https://trib.al/Bcbe1U8

I don't think I've read anything that lays bare America's "cold civil war" as well as @jbouie does here. https://www.nytimes.com/2020/09/25/opinion/trump-supreme-court-missouri-compromise.html

Pucha, qué DURA qué esta la economía argentina...
La economía argentina:
https://r24n.com/contenido/198177/primicia-exclusiva-alvarez-agis-remplazaria-a-martin-guzman-como-ministro-de-eco

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