FX
Commentary centered on USD/JPY into the Sept 26 FOMC and BOJ, with Weston Nakamura arguing markets are late‑pricing a Fed hike and that BOJ’s post‑FOMC press conference will drive the full FX and bond reaction; he adds the US–Japan policy rate spread hasn’t explained JPY weakness for two years and flags Japan holiday‑period intervention risk next week 13. Trinh says the RBI will hike because it prioritizes FX stability to support INR 4. Brad Setser highlights a key unresolved issue in China’s FX: who holds the foreign exchange that shows up in settlement but not on the PBOC balance sheet 2.
From the window to Sep 23, 05:30 ET — this window's take is still to be written.
Where the voices land
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Mentions
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
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