FX | BoJ | 大トロ刺身特別価格
A high bar for JPY to outperform the rest
[FX . Matrix] | AUD/CAD | Signal scrambling
![[FX . Matrix] | AUD/CAD | Signal scrambling | Speevr](https://speevr.com/wp-content/uploads/2024/01/Screenshot-2024-01-05-at-20.06.06-1024x843.png "[FX . Matrix] | AUD/CAD | Signal scrambling 2")
Spotting inconsistencies in cross-currency pair trades
Bitcoin | Forbes rich list & stats
Price moves spark interests as Bitcoin continues to rise
Duffie | US Treasuries | CBDCs | PayPal stablecoin
How Darrell Duffie’s Jackson Hole paper on US Treasury markets ties in with Central Bank Digital Currencies
FX | Commodities | When will the oceans cool?
Examining the relationship between agricultural commodity prices, FX and weather patterns.
De-dollarization | Threads vs Twitter | Inflation-yields
Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
JPM on FX/rates | STIs | Wilson psychodrama
JP Morgan analysts quantify the expected impact of the backlog of US Treasury and T-Bill issuance on markets. The maths and Game Theory behind the UK’s rising cases of sexual transmitted infections.
De-dollarization | Changing nexus in commodity prices?
A recent BIS paper looks at the change in correlation between commodity prices and the US dollar. We evaluate whether this shift in paradigm is temporary or permanent.
Krugman | CBDCs | Bitcoin & culture wars
Central Bank Digital Currencies enter culture wars before open public debate.
(2) De-dollarization | Swiss Banking | Block (SQ) shorts
Hindenburg’s flimsy short thesis.