02/26/2022 00:35

Release： 02/26/2022 00:35

Update： 02/26/2022 09:42

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投資判断のためのファンダメンタルズ情報を提供します。全ての投資判断のベースとなる米国経済に特に注力していますが、経済、FX、株式、金利など幅広い分野を対象としています。どの分野で投資活動をするにしても、幅広い情報を持つことで理解が高まります。私のモットーは「百聞は一見に如かず」と「困難は分割せよ」です。前者では、「情報をグラフで見ること」。文章はできるだけ短く、簡潔にしています。後者では、ボリュームのある長いレポートより、短いレポートを多数出すことにしています。そのほうがクィックリー・タイムリーに出せるし、読むのも楽だからです。また、有料であるからには、他では見られない分析情報も提供します。資産運用会社で、チーフストラテジストとして投資判断に利用してきた分析手法をそのまま提供します。勤務していたときは外部に出すことのなかった分析情報を、今は制限はありませんから。なお、相場以外については、別blog、twitterでつぶやいています。 https://kecofin.blog.jp/ https://twitter.com/kecofin

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RMB? or Yen? Actually the content: “円/ドル、ユーロ/ドル、豪ドル/ドル　投機筋のポジション” translates to: "Yen/USD, Euro/USD, AUD/USD speculative positions"

Positions of speculative traders as of February 22

Because the market is being shaken by the Ukraine issue, you cannot read market moves from the positions of speculative traders.

Just for reference, let’s take a look.

USD/JPYHere, there are almost no long positions in yen, and yen shorts are at a somewhat high level. If risk-off moves occur, yen shorts will decrease — meaning buying of yen will occur — and the tendency is toward a stronger yen.

However, speculators are hesitant about the yen. They are not shrinking longs nor increasing shorts. Speculators lack the power to move the market. We can’t tell what they are thinking.

EUR/USDHere, speculators’ shorts are decreasing. They seem to be bullish on the euro.

Isn’t that strange?

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RMB? or Yen? Actually the content: “円/ドル、ユーロ/ドル、豪ドル/ドル 投機筋のポジション” translates to: "Yen/USD, Euro/USD, AUD/USD speculative positions"

RMB? or Yen? Actually the content: “円/ドル、ユーロ/ドル、豪ドル/ドル　投機筋のポジション” translates to: "Yen/USD, Euro/USD, AUD/USD speculative positions"