It's the Dollar stupid! Relative US inflation weakness is now driving our fx trades

Daniel Weston
Aimed Capital
The Japanese YEN now comes as our third currency we have added to our long exposures in as many days. The reason being, is that our relative change in inflation expectations are now falling faster in the U.S than in Japan. Read more... (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com

Daniel Weston
Chief Investment Officer
Aimed Capital
Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com
Expertise
No areas of expertise

Daniel Weston
Chief Investment Officer
Aimed Capital
Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com
Expertise
No areas of expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
The critical mineral no one's watching (and our #1 ASX small cap pick)
Seneca Financial Solutions
Equities
Buy Hold Sell: The best and worst performers of FY25
Livewire Markets
Equities
Buy Hold Sell: 5 ASX disruptors taking on the giants
Livewire Markets
Equities
Income investing in the world's best companies
Livewire Markets