The Dark Side Of The Boom

The Dark Side Of The Boom

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The Weekender :The Elephant in the Weekend Room
It’s a good moment to revisit just how far off the reservation Japanese real rates remain compared to the rest of the developed world.
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Stephen Innes 🇨🇦 🇹🇭
2
FX Alert: Election Jitters Put USD/JPY on the Launchpad
What looks like a yen rout today may turn out to be a well-set springboard for tomorrow — especially if Japan’s central bank tightens while the Fed…
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Stephen Innes 🇨🇦 🇹🇭
Early Asia Wrap: TSMC Ignites the Tape, Asia Follows the Silicon Signal
Taiwan’s TSMC led the charge like a stallion out of the gate, up nearly 3% and on track for a record close,after delivering a bullish forecast that fed…
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Stephen Innes 🇨🇦 🇹🇭
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OPEC Drops the Sword, Grabs the Trident: The Battle for Market Share Begins
 • Stephen Innes 🇨🇦 🇹🇭
Trump’s Big, Beautiful Bill Faces a Bond Market Gut Check
 • Stephen Innes 🇨🇦 🇹🇭
4
FX Alert: Beijing Blinks as the Yuan Fix Slips Past the "Line in the Sand"
 • Stephen Innes 🇨🇦 🇹🇭
4
Treasury Steps into Fed’s Shoes: Bessent Fires $10 Billion Bazooka to Calm Bond Market’s Tantrum
 • Stephen Innes 🇨🇦 🇹🇭
6
The Calm Before the Crack: Tariff Fallout Enters the Real Economy Phase
 • Stephen Innes 🇨🇦 🇹🇭
New York Close: Decoupling or Detonation? Markets Are Pricing a Policy Disaster
 • Stephen Innes 🇨🇦 🇹🇭
2
Ishiba’s Tariff Fumble and Japan’s Political Malaise
Shigeru Ishiba’s premiership began like a late-night market rally — driven more by sentiment than substance.
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Stephen Innes 🇨🇦 🇹🇭
Backwardation and Swagger: Crude Market Gets Tight
OPEC+ may be stepping off the brakes, relaxing cuts faster than expected, but pricing centers tell a tighter story.
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Stephen Innes 🇨🇦 🇹🇭
Rubner’s Call: Rally Now, Hedge Later
Scott Rubner—once Goldman’s flow whisperer, now at Citadel Securities—isn’t fading this rally just yet. In his words: we’re only in the 7th inning.
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Stephen Innes 🇨🇦 🇹🇭
The Dragon Breathes Again: China’s Money Surge Might Light a Global Liquidity Fuse
There’s an old trader adage that says: when China sneezes, the world catches a cold. But what happens when China starts to breathe fire again? We may be…
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Stephen Innes 🇨🇦 🇹🇭
Martinis, Multiples, and Melt-Ups: Welcome to the 6,300 Club
At the heart of this revelry? A potent blend of strong corporate earnings and economic data that keeps putting theory-heavy recessionistas on mute
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Stephen Innes 🇨🇦 🇹🇭
2
FX Alert: Eccles Roulette, Dollar Buckles on Powell Scare, Snaps Back on Denial
For one frantic hour, the market went full “what-if,” trying to digest a scenario that’s been lurking like a tail-risk option in the drawer—rarely…
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Stephen Innes 🇨🇦 🇹🇭
1
Von der Leyen’s Grand Flop: When Pageantry Meets Pandemonium
The €2tn EU budget rollout has landed with all the grace of a falling soufflé in a Brussels kitchen already on fire
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Stephen Innes 🇨🇦 🇹🇭
The Dark Side Of The Boom
The Dark Side Of The Boom
With 35 years of experience in the Interbank Market, I have an extensive background in proprietary trading across multiple products including Forex, Bonds, Gold, and Oil. I've had the privilege of working for tier global investment banks in major hubs.
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