🚨NEXT WEEK COULD DECIDE THE NEXT MOVE.
Three things land in 72 hours, and they hit markets from completely different directions.
🇺🇸 MONDAY · 4:00 PM ET · US Foreign Portfolio Flows
→ Did Japan and China keep dumping Treasuries?
🇺🇸 WEDNESDAY · 2:00 PM ET · FOMC Minutes
IF more members pushed for cuts → risk on
IF inflation worry dominates → risk off
🇯🇵 THURSDAY · 7:30 PM ET · Japan CPI
→ Decides whether the BOJ hikes
→ A hot print puts the carry trade back in play
I'll cover all of them. Which one are you watching?
Three things land in 72 hours, and they hit markets from completely different directions.
🇺🇸 MONDAY · 4:00 PM ET · US Foreign Portfolio Flows
→ Did Japan and China keep dumping Treasuries?
🇺🇸 WEDNESDAY · 2:00 PM ET · FOMC Minutes
IF more members pushed for cuts → risk on
IF inflation worry dominates → risk off
🇯🇵 THURSDAY · 7:30 PM ET · Japan CPI
→ Decides whether the BOJ hikes
→ A hot print puts the carry trade back in play
I'll cover all of them. Which one are you watching?
