03/13/2022 19:53

Release： 03/13/2022 19:53

Update： 03/13/2022 19:54

Series

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

$29.82/month

Reference price (JPY): ￥4,600/月 (taxed)

Monthly subscriptions are only available on the Japanese site.

Euro/USD, AUD/USD speculative positions

The euro has been damaged by the Ukraine crisis, and it seems natural that it has been weakening against the dollar.

The correlation between the euro/dollar and the euro-U.S. five-year interest rate differential still largely continues, but recently it has also been weakening relative to that.

In this environment, the behavior of speculative traders is nuanced. As usual, it is showing signs of a euro reversal. How should we view this?

Below, we look at the positions of speculative traders in the euro/dollar and the AUD/USD pairs.

View reviews

From here onward is paid content

Series

Serial subscription

$29.82/month

Reference price (JPY): ￥4,600/月 (taxed)

Monthly subscriptions are only available on the Japanese site.

Popular articles in the series

FX essential information 4 Exchange rate and interest rate differential The yen undergoes a change

Investment environment is changing.In the United States, concerns about stagflation are rising. To c

Trade balance worsening even with a weak yen

Trade deficit hits 2.8173 trillion yen, the largest on record in August due to high resource prices

US rice producer prices (wholesale prices) August: inflation cooling underway

The U.S. Department of Labor announced on the 14th that in August the Producer Price Index (PPI, fin

Will currency intervention be effective? Probably Yes

What is currently acting to push the yen weaker is the carry trade. As investors, they want to buy d

The United States inflation has not eased (August Consumer Price Index)

In the old days, during Chairman Volcker's era, the weekly M1 announcements were major events.Becaus

See all