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Real Vision
Real Vision
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158 questions
751 posts

This exchange is intended for RV Team posts only. Please post in the exchange closest to the topic of your post or in the "Free Form" exchange for all other topics. 

 

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Weekly Roundup + Global Markets Review: USD & FX, USTs, Equities, Options & Quarter Expiry, Gold & Metals, BTC & Crypto, Market Relevant Geopolitics, Global Central Banks

Not my typical weekly roundup at all ↑

Markets Reviewed / Examined & Explained

In this note- market related matters from the week:

•Global Central Banks

•Geopolitical Risk

•”The Dollar” / the yen, FX

•UST yields

•Gold & crypto

•June quarterly options expiry/meme calls


I was going to discuss markets on RVDB Thurs but didn’t make it on. Not every day is a markets discussion day- but day after FOMC certainly was. We saw some major moves that had left many puzzled. So here are some points below, covering cross asset market observations, explanations, and what to look for going forward.

I’m writing a separate post for this following up on Japan: The World’s Biggest COVID Failure but given the US COVID risk discussion, will quickly mention the FAR more pressing COVID catastrophe looming with an exact date slapped on it: Tokyo Summer Olympics. Japan currently 5% vaccinated - yes, FIVE PERCENT have at least ONE SHOT, lowest per capita among developed AND developing nations, trailing even Brazil & India), less than one month away from people from every single country coming into Tokyo for two weeks in the worlds largest and one of most densely populated metropolitan areas, and then returning back to their respective countries in every corner of the world. And as far as I can tell, NONE of this is on anyone’s radar, so if you want to talk COVID, this is prob the discussion that matters most right now. Just my view.

And as always,... (More)

Digital Euro discussion

Many implicating of CBDCs. Why is this not discussed in the main stream press? Or are there any US forums where the possible implementation paths,  ramifications and ethics are discussed?

https://www.eventbrite.de/e/digital-currencies-beyond-borders-international-implications-of-cbdcs-tickets-158416495001

Daily routine

Hey all, I was just curious to hear about your daily routines of the different prices and indices you check. i.e. do you start your day by looking at the VIX, MOVE index, 2 - 10 spread etc..

Boss Move

The guy who built this is a complete boss: 

https://twitter.com/pheathwa/status/1405664600570298369

https://www.yapmandu.com/

@Paul Heath Lets go bro! 

It basically aggregates all the Twitter posts of the RV people so you don't miss anything they say.