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Topic
Japan
All Hawk Thorne coverage tagged “Japan” newest first.
7 articles
13 July
FX & Rates
Yen shorts are covering into a BOJ independence scare, not a rate call
Hawk Thorne Research
10 July
Macro & Policy
Japan's PPI hits a 2026 high, but the tape isn't pricing it yet
Hawk Thorne Research
7 July
FX & Rates
Japan's strongest wage cycle since 1992 hasn't dented the crowded yen short
Hawk Thorne Research
4 July
FX & Rates
Tokyo escalates from warning to targeting speculators, and the yen short still hasn't blinked
Hawk Thorne Research
3 July
FX & Rates
The crowded euro short just met its falsifier, and the Treasury short-covering trade agrees with the squeeze
Hawk Thorne Research
2 July
FX & 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 Research
2 July
FX & Rates
Tokyo's intervention warning finds the yen short crowded and unhedged into payrolls
Hawk Thorne Research
Japan · Hawk Thorne