NVDI-Yen: Equities & FX From Japan NISA Investors’ Perspective
An in-depth look into the most overlooked and influential source of market flow in 2024: Japan NISA individual investors, who are on a knife’s edge following an insane month of cross asset volatility.
▪️What is actually behind NVDA price action - and why it matters to JPY (and thereby cross-assset)
▪️JPY price action is not about JOLTS (or any) data. Key levels upon Sept JPY futures expiry.
▪️Japanification of NVDA - why this week’s financial media rhetoric around NVDA is making far more of a difference to cross asset market sentiment than people realize
▪️Japan NISA flows August day-by-day - why we are at a make or break sentiment moment that will either see USDJPY 150+ and US/JP tech-led equity upside resumed, or USDJPY 130s and cross-asset volatility into year end
▪️Follow up from my last video on algos moving upon “catalyst time” - NVDA earnings release and the cross asset markets that moved (and which didn’t)
NVDA Price Action Explained:
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