Ideas corner- 7 Dec 2012

Japan warned it may take “decisive” FX action if speculative moves persist, with USD/JPY above 160 prompting intervention risk as officials step up rhetoric and yen stabilises.

Dow futures drop 300 pts on Iran fears; oil surges. Powell speech looms. Traders watch geopolitical risks.

NVDA's 15% pullback linked to oil prices. High energy costs threaten AI build-out & could spark recession.

Bank of Japan Governor Ueda says will closely watch FX moves (USD/JPY drops) Ueda acknowledges that the weak yen can raise inflation (of course)

After Tehran had weekend blackouts (strike hits) Trump ups the ante: wants Iran's oil Trump signalled a mix of escalation risk and cautious optimism on diplomacy

Trump says negotiations with Iran going extremely well, might get a deal soon, or not Thinks will make a deal pretty soon, or its possible that we won't. Yes, he really said that.

BoJ leans toward further hikes but flags oil-driven stagflation risks This reinforces a gradual tightening path for the BoJ.