Currency market: FX next week

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The Inflation theme for the current 6 week economic cycle is up by 0.10 or 1/10. Up by 0.10 applies to Europe, Swiss, China, Canada and the United Sta

tes. The market response to the United states increase from 0.36 to 0.37 was 40 to 50 pips to include all G 28 currencies.The Economic theme not only remains the same but will hold long into the future. Import Prices up=High Exchange rate, Higher Inflation, Industrial production and Lower to GDP, Consumer Confidence.

Volker assumed Fed chair August 1979 when the 10Y vs 3M yield spread was negative, Import prices were high and Inflation was 11.3. Volker raised Fed Funds from 11.20 to 16.39 by 1981 and Inflation sjyrocketed from 11.3 to 14.8. When Volker woke up, he began to lower Fed Funds and Inflation normalized by 1983.

As highlighted by Silvio Gesell in the Natural Economic Order and written in 1906, Interest rate locks money out of markets when money is required.to allow the money supply to remain stable or higher.Japan's Exports and Producer prices rose last month. Exports prices are higher than Imports. The BOJ worked Incredibly hard to drop Import Prices to raise Exports from 2021 to 2023.

 

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