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@Barchart I know what is coming…👀

@Barchart Dollar wiping out Treasury intervention means FX traders see no teeth behind the move. French 30 year yields at GFC highs show fiscal stress is the real story. If the dollar stays strong, global funding tightens and that forces the next policy pivot, not bond chatter.

@Barchart we were prepared for that 😊

Currency markets always expose the futility of central bank price manipulation. The unprecedented joint intervention by Washington and Tokyo initially forced the exchange rate from 163 down to 155 per dollar. However, global market momentum has already erased almost half of those artificial gains within a single week. The US Treasury highly unusually funded these yen purchases using euros rather than dollars. Deploying tens of billions to fight fundamental structural weakness is an exercise in burning capital.

@Barchart Dollar strength has already erased much of the post-intervention move—showing how quickly FX intervention effects can fade without sustained policy support.

@Barchart Emergency rate hike by the BoJ if they want to save their country

@Barchart FX interventions tend to fall into the category of 'we should do something, this is something, therefore we will do it.'

@Barchart Eleven days to erase it. An intervention can move the price for a while. It can't move the money that sets the price.

@Barchart They can’t keep doing this. They have to raise the rates

@Barchart Intervention may slow the move, but it can't fix the structural weakness behind it! 😎

@Barchart Great work Bessent 😆

@Barchart 149 and the intervention is already getting erased.

@Barchart 📉 Der Markt hat die Intervention offenbar schnell wieder neutralisiert.

@Barchart How many billions did @USTreasury vaporize on that trade?

@Barchart Selling euro to buy yen was maybe a wrong way to intervene.

@Barchart Japón está atrapado: x.com/TradingPROmedia/status/2…

The July 31 joint US-Japan yen-buying operation produced a sharp drop from ~164 → ~155.5, but USDJPY is already back near 159.3 and has erased most of those artificial gains in under two weeks. Structural drivers (rate differential, Japan’s fiscal/energy import realities) haven’t changed. Speed bumps don’t rewrite the road

@Barchart Three interventions in ten days, and the dollar is right back where it started. They're not defending a currency — they're buying time. The plumbing is already being built for the real move.

@Barchart FX intervention rarely lasts without alignment from rates, liquidity and fiscal expectations. If carry and capital-flow incentives stay unchanged, the market can absorb official flow and resume its prior path.

@Barchart To me, i think the market is still in a downtrend technically on the daily timeframe. But we have to wait for the retracement and see what happens.These are possibilities, not certainties. x.com/olasehinde_12/status/208…

@Barchart x.com/michael_hs81572/status/2…

@Barchart They better find a way to get rates down my tlt position is about to be dust

@Barchart 🎶🎶🎶

@Barchart Markets have a way of testing every intervention. The real question is whether this move is temporary or the start of a bigger shift.

@Barchart That looks familiar..: ) x.com/prideveteran1/status/208…

@Barchart x.com/i/status/208712042866615…

When the market tanks (and it will happen this month imo ) and you all have 0% in the safety of money 💰 markets and 0% in gold reality will hit. 95% of you will lose a minimum of 33% of your wealth by labor day immediately because you are ignoring reality and common sense and are conditioned that stocks never drop even when you see the mayhem right in front of your eyes.

@Barchart because the initial post‑intervention yen strength faded as traders reassessed the size and sustainability of the move, while fundamental drivers (wide US–Japan yield differentials, risk sentiment, and oil prices) continued to favor a stronger dollar

@Barchart Nuts

@Barchart Multi-billion dollar FX interventions rarely work for long when macro market forces and yield spreads are pushing in the opposite direction 💵

@Barchart x.com/i/status/208698900785100…

@Barchart x.com/AvtaResearch/status/2087…

@Barchart Intervention that doesn't move the rate differential just feeds the carry trade. The gap didn't change on July 31, so the yen didn't stay bid. Predictable.

@Barchart Governments can fight the market, they can intervene, they can spend billions, they can buy, sell, print, regulate, but eventually the market asks one simple question: Did you actually fix the underlying problem? If the answer is no, price usually finds its way back 😂

@Barchart An intervention is a country telling the market what your money is worth. The market answered in eleven days.

@Barchart @grok what are the implications of this?

@Barchart Can we please let Japan stay afloat until Final Fantasy 7 Revelation comes out, please and thank you? 😳

@Barchart x.com/Fin_Chatter/status/20872…

@Barchart Wanna see him do it again…

@Barchart not entirely but almost. it was a band aid anyway

@Barchart How does one trade to profit from the next intervention - short the Euro or USD - it depends on whether they'll be using FIMA Repo next

@Barchart two scenarios so this is more sustainable 1. BoJ starts hiking 2. Fed more dovish after softer CPI eiher one will change the interest rate differential and decrease UJ.

@Barchart 😹😹😹😹😹😹😹