Martin Whetton
@martinwhetton.bsky.social
Head of Financial Markets Strategy- Westpac. Sydney based. Bit of wine, cycling MAMIL, travel.
Wait until bunds get going..
May 20, 2025 at 7:34 PM
Wait until bunds get going..
Shocked . Shocked i tells you
May 13, 2025 at 9:13 PM
Shocked . Shocked i tells you
Big start, large book already and tighter pricing in the benchmark Semi in € from QTC.
May 13, 2025 at 9:06 AM
Big start, large book already and tighter pricing in the benchmark Semi in € from QTC.
I need a (Taiwanese) dollar, dollar, a dollar is what I need.
May 8, 2025 at 4:42 AM
I need a (Taiwanese) dollar, dollar, a dollar is what I need.
Errrrr… you sure ?
May 5, 2025 at 11:22 PM
Errrrr… you sure ?
Actually, I’m not sure they should
April 30, 2025 at 10:02 PM
Actually, I’m not sure they should
Oli Rehn going large
April 24, 2025 at 9:21 AM
Oli Rehn going large
Fuji-San last week. Such an incredible experience. Dominates the landscape like nothing else. 🇯🇵
April 24, 2025 at 7:05 AM
Fuji-San last week. Such an incredible experience. Dominates the landscape like nothing else. 🇯🇵
Chart of foreign purchases of JGBs going back to 1996. I was 4 at the time obvs, but we are right near the top of foreign demand for Japanese assets- and if you include equities it is the top. Clearly the de-dollarisation is a factor.
April 24, 2025 at 5:12 AM
Chart of foreign purchases of JGBs going back to 1996. I was 4 at the time obvs, but we are right near the top of foreign demand for Japanese assets- and if you include equities it is the top. Clearly the de-dollarisation is a factor.
Nods.. how quickly? Slowly at first then all of a sudden ..
April 23, 2025 at 3:56 AM
Nods.. how quickly? Slowly at first then all of a sudden ..
Incredible to see this
April 18, 2025 at 9:22 PM
Incredible to see this
The great unwind
April 14, 2025 at 12:07 PM
The great unwind
I wrote this note Thursday morning after watching the session in Asia on Wednesday. I truly believe it to be a major shift in attitude.
April 11, 2025 at 7:58 PM
I wrote this note Thursday morning after watching the session in Asia on Wednesday. I truly believe it to be a major shift in attitude.