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Japan

All Hawk Thorne coverage tagged “Japan” newest first.

7 articles
13 JulyFX & Rates

Yen shorts are covering into a BOJ independence scare, not a rate call

Hawk Thorne Research10 JulyMacro & Policy

Japan's PPI hits a 2026 high, but the tape isn't pricing it yet

Hawk Thorne Research7 JulyFX & Rates

Japan's strongest wage cycle since 1992 hasn't dented the crowded yen short

Hawk Thorne Research4 JulyFX & Rates

Tokyo escalates from warning to targeting speculators, and the yen short still hasn't blinked

Hawk Thorne Research3 JulyFX & Rates

The crowded euro short just met its falsifier, and the Treasury short-covering trade agrees with the squeeze

Hawk Thorne Research2 JulyFX & Rates

The payroll miss the desk's falsifier demanded just landed, and the crowded euro short is now the trade to watch unwind

Hawk Thorne Research2 JulyFX & Rates

Tokyo's intervention warning finds the yen short crowded and unhedged into payrolls

Hawk Thorne Research
Japan | Hawk Thorne Insights