He's not "just guessing" here, he has the inside scoop obviously.

Next BoJ meeting on September 18

We continue to run long term CHFJPY shorts.

Went short at 200.00, partials taken at 194.00 after the intervention, and added a refill at 198.30

Loud and clear!

US Treasury Secretary Bessent on the Yen:

I have information that the market doesn't have

They’re just getting started on the Yen.

We continue to run CHFJPY downside.

Long term target 183.30

Third warning from Bessent.

Again, he's NOT "just guessing" here.

He has the information already.

Japan (with the US support) is moving to strengthen the Yen.

Highly likely to be a faster pace of rate hikes soon (as BoJ Takada already hinted at)

We are short WTI Crude Oil.

From the WSJ:

President Trump is having private discussions with senior aides about potentially declaring the Iran war over

Look, maybe it’s true, maybe it’s not!

But what’s factually true about that headline is that the mid terms are approaching, and Trump needs and wants lower energy prices for it.

So he’s (most likely) going to pull out every possible trick to send OIL lower.

Target 80

This will seem outrageous, but even after this big move…

We expect more JPY strength, here’s why:

https://besomebodyfx.substack.com/p/the-yen-trade-continues

Spoiler alert, it’s a big deal!

You can listen to the traders who told you this was another “failed intervention”

Or you can listen to who told you in August it wasn't.

Full explainer of what to expect on the JPY from here:

https://www.youtube.com/watch?v=kS3NMUlM84o

It’s a big structural shift, do not fade it!

WTI Crude Oil, we're still short.

Keep in mind the weekend brings gap risks for OIL right now.

So if you’re following this trade make sure you’ve got all your risk parameters well in check before the weekly close.

Have a great weekend everybody!

More JPY strength ahead.

CHFJPY long term target still 183.30

WTI Crude Oil short stopped out.

Full transparency here!

Wrong analysis of the geopolitical context.

I was expecting a deescalation.

But both sides ended up gradually escalating over the past couple 4 days.

Macro view invalidated = trade invalidated

Bank of Japan meets next week.

We continue to expect MORE Yen strength (lower CHFJPY)

You’ve never seen this taught publicly about the S&P500.

It’s the kind of framework that usually stays behind the scenes.

But you know what?!

I’m putting the whole thing out for free on YouTube.

The REAL actionable macro framework to read the S&P500 right now.

Full video out now on YouTube:

https://www.youtube.com/watch?v=ZztDGSSPxH0

If it gives you value, like it and leave a comment guys, it lets YouTube know this is VALUE!

Now it’s time to hike!

The FOMC on Wednesday has enough votes to raise rates.

You can see from the list above there are at least 8 votes in favor.

And yes, arguably Warsh talks tough but he may not give his vote.

But there’s Powell (yes he’s still on the board, and he is a voter) likely to push forward to raise rates if Warsh abstains.

We are bullish on the Dollar into the FOMC this week!

Full post now on Substack:

https://besomebodyfx.substack.com/p/im-bullish-on-the-dollar

Less than a 5 minute read to know what to expect from the FOMC this week!

I called for NO hike in June and July, and that was right.

But now?!

The context has COMPLETELY flipped.

Full update up now:

https://www.youtube.com/watch?v=69lWazehtd4

In this video I explain the exact logic step by step so you can run it yourself on every FOMC meeting from here, and why I think the Dollar is going to be supported with the upcoming rate decision!

Everything was explained and noted ahead of time.

Dollar now making new highs across the board with the FOMC as catalyst.

Japan is preparing the field for the next intervention.

It can come anytime tho, there’s NO way to time it precisely.

It can happen next week, in 3 weeks, or later.

But the point is this:

Japan (with the US support) still wants a stronger Yen.

We expect more (long term view) JPY strength ahead!