The Billion Dollar Blindspot

The Billion Dollar Blindspot

The Weekly Market Compass #6

Could this be the macro trade of 2024?

Maryann's avatar
Maryann
Dec 10, 2023
∙ Paid

red and blue light streaks
Photo by Maxim Hopman on Unsplash

On a YTD basis, USDJPY is up over 10% in 2023. Yet, this week, this week saw the Japanese Yen take centre stage in the FX markets, experiencing its most significant rally against the dollar this year.

Thanks for reading Notes to Selfe! Subscribe for free to receive new posts and support my work.

Keep reading with a 7-day free trial

Subscribe to The Billion Dollar Blindspot to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 Maryann · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture