{"id":15393,"date":"2023-07-31T00:16:26","date_gmt":"2023-07-30T22:16:26","guid":{"rendered":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/?p=15393"},"modified":"2023-07-31T01:10:09","modified_gmt":"2023-07-30T23:10:09","slug":"k-turn-interest","status":"publish","type":"post","link":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/?p=15393","title":{"rendered":"k-Turn interest"},"content":{"rendered":"\n
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k-Turn in interest – data dependend<\/h3>\n2023-07-31 00:16:26GMT+2<\/span><\/a>\n\n<\/div>\n<\/div>\n
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Guten Abend,<\/h4>\n

\n\n\"German\"\n2023-07-26<\/strong>, die FED erh\u00f6ht ihren Leitzins mit 25 Basispunkte auf 5.50%.
\n2023-07-27<\/strong>, die EZB erh\u00f6ht ihren Leitzins ebenfalls um 25 Basispunkte auf nunmehr 4.25%
\n2023-07-28<\/strong>, die BoJ beh\u00e4lt ihren negativen Leitzins bei (-0.1%) | Yield Curve Control bei den 10YR-GOV wird „flexibel“ um +\/- 0.5% gehalten.\n

\nEine super wichtige FX-Woche liegt hinter uns; die Rate-Hike-Cycle After-Hour hat begonnen! „Higher-for-Longer“ oder „Data-Dependend“ sind die Schlagworte, welche bereits die Zinswende ank\u00fcndigen.
\nDer dramatische Rate-Hike-Cycle liegt offenbar hinter uns, die Centrals treten nur noch etwas nach (entgegen der einged\u00e4mmten Inflations-Spirale). Und so verdauen die M\u00e4rkte bereits jedwedes Risiko, welches begonnen mit dem Brexit… 2016 h\u00e4tte verdaut werden k\u00f6nnen. Traders, bis auf einen heissen Krieg mit China\/Russland wohlgemerkt.\n

\nDie Chinesen stehen mit den Amerikanern heute da, wo die Russen 1945 mit dem Kalten Krieg angefangen hatten. Stellen wir uns auf eine lange Zeit des Drohen- und Geb\u00e4rdens ein, schliesslich geht es um nichts geringeres als die Weltvormachtstellung.\n

\n\nWeitere Details und einen Ausblick auf den FX Exchange wie immer f\u00fcr Premium<\/a>-Mitglieder.\n<\/span>\n

\nLG Ben\n<\/span>\n<\/span>\n<\/p>\n<\/div>\n<\/div><\/div>\n\n

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Goody Traders<\/h4>\n

\n\n\"English\"\n2023-07-26<\/strong>, the FED raises its key interest rate by 25 basis points to 5.50%.
\n2023-07-27<\/strong>, the ECB is also increasing its key interest rate by 25 basis points to 4.25%
\n2023-07-28<\/strong>, the BoJ keeps its policy rate negative (-0.1%) | Yield curve control on the 10YR-GOV is kept „flexible“ around +\/- 0.5%.\n

\nA super important FX week is behind us; the Rate-Hike-Cycle afterhour has started! „Higher-for-Longer“ or „Data-Dependend“ are the buzzwords that are already announcing the turnaround in interest rates.
\nThe dramatic rate hike cycle is apparently behind us, the centrals are only stepping up a bit (still facing a yet contained inflationary spiral). And so the markets are digesting any risk thinkable of, started back in 2016 with the Trump\/Brexit Riskoff wave. Traders, except for a hot war with China\/Russia, mind you.\n

\nThe Chinese stand with the Americans today where the Russians started the Cold War in 1945. Let us be prepared for a long period of threatening and all the wrong words, after all it is about nothing less than world supremacy – again&again.\n

\n\nMore details and my outlook on the FX Exchange as always for Premium<\/a> Members.\n<\/span>\n

\nSincerely Yours, Ben\n<\/span>\n<\/span>\n<\/p>\n<\/p>\n<\/div>\n<\/div><\/div>\n\n

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CESEE Conference 2023<\/h3>\n