Yellen Loses Face Over Japan
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.comHousekeeping: Good Morning.Bretton Woods Three is a Process, Not an EventToday:* Premium: BOA CTA Analysis* Commentary: Yellen’s Yen DegenerationMarkets Yesterday:US equities rallied on Friday after a weaker than expected jobs report as investors continued to consider when the Fed will cut ratesPremium/Markets: USDJPY and Oil longs likely saw CTA unwinds this weekIn commodities, our model’s long Oil position was also stopped out as higher than expected inventories data pushed the commodity lower. Although Oil…
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