The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?
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JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?

The 'tourist reviews the change to the Japanese NISA accounts

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Kevin Muir
Jul 24, 2024
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The MacroTourist
The MacroTourist
JAPANESE RULE CHANGE FUELING YEN WEAKNESS AND MAG7 STRENGTH?
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There is lots going on in the market, and I need to publish my follow-up pieces to WORRIED, but in the meantime, I wanted to highlight a recent insight I gleaned from Japan.

But before I do, let’s remember back to a little less than a month ago when there were two things that market participants were completely sure of:

  1. MAG7 only went up.

  2. Yen only went dow…

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