Wondering what I think of the USD or the JPY with US yields at an historic spread to other G10 currencies and rising trade war fears? I discussed both with Tom Keene and Nejra ?ehi? on Bloomberg Surveillance this morning:
Over on X, I’ve started a debate with two of the international economists I most respect, Brad Setser and Michael…
Just for the record, I've been wearing bow ties for a long time (although, perhaps not as long as Tom Keene)…
Adjusting to the new FX reality Sep 24, 2015 - 3:00 pm Roger Blitz talks to Marvin Barth of Barclays about market…
Interview this morning on Bloomberg regarding China's impact on global central bank decisions: https://www.bloomberg.
Global Macro Portfolio Manager | FX & Multi-Asset | Systematic & Discretionary Trading
6 年Great insights. I have been very bearish on the USDJPY too for quite some time. Technology, EM and China flows pulled dollar higher on the short term but, I remain very bearish. I think the time will be right when XLK will become positively correlated with ITB and start drifting lower. Just my 2 cents!
Glad to see you back Marvin hope you're well
Deputy Chief Economist at First Trust Advisors
6 年I’m surprised how little hair you have left.