Is the $EURJPY Telling Us Something?

  • Posted by
  • on December 17th, 2009

One currency pair that many traders watch is the $EURJPY.  It’s historically been correlated with equity markets and is a good proxy on risk taking in the marketplace.

Back in March, two weeks before equity markets rallied, the $EURJPY started moving up, perhaps signaling the rally.  Since then the two have moved pretty much in lockstep – until recently.

Below is a chart (click to enlarge) showing how recently the two have diverged.  The $EURJPY is selling off whereas the market has been trading in a range off the year’s highs

Surely, the $EURJPY can play catchup, and since the dollar has become the carry trade currency of choice old relationships may not hold.  Regardless, this is a relationship to watch.

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