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JPY interventions, ceasefire, PM's rally, USD softer, rate hike exp down, Risk up : The Perfect storm ahead of Med-terms

  • sc0172
  • Aug 5
  • 2 min read

  • Markets : JPY : Washington isn't defending the yen. It's defending its own bond market (thread), Texas halts new data centers as governor calls for audits, FED's Warsh talking about fewer central bank meetings to reduce market dependence, for equity markets it'll be THE Perfect Storm, with a 3months 'ceasefire' into mid-terms... (together with Bessent's interventions in JPY, see PM's rally again etc..slightly softer USD overall...and less of a chance of a hike in Sep

  • JPY : Scott Bessent is using moves from his hedge fund days to prop up Japan’s yen—and America’s $40 trillion national debt

  • $8.3 Trillion is now sitting in money market funds, an all-time high

  • France wildfires reveal hundreds of WW2 shells in village




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