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“Bodily exercise, when compulsory, does no harm to the body; but knowledge which is acquired under compulsion obtains no hold on the mind.”

Following our call yesterday with Alan, here is his latest report in the BoJ…

BoJ | Alan Brazil | Higher for longer | Speevr


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Another good one by one of my personal favorite market commentator…

am/FX: Out of cable and into CADJPY

Brent Donnelly
Oct. 31, 2023
I think this BOJ reaction, unlike past reactions, will end up being wrong.
 CAT warning along with Komatsu and price action in Terex doesn’t look bullish.


BoJ | Alan Brazil | Higher for longer | Speevr
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BoJ | Alan Brazil | Higher for longer

And Brent Donnelly on JPY