Friday, July 14, 2006

Tis Done... BOJ +25 but ODC +40 v +50e

Coincided with my conclusion of Volume II of the Baroque Cyle...
...Deflation is much harder to fight than inflation... I wouldn't expect an overzealousy hawkish BOJ for the rest of the year... but looks like much was priced in a few days ago in Usd/Jpy...
...but it's 119am Friday morning... and my focus is on shorting DHI and Borders at 8:30am...
...it's now 120am... something must be done by month's end... or it's the end, friend...

0 Comments:

Post a Comment

Links to this post:

Create a Link

<< Home