Calls
2
Shaun Cochran
Analyst, CITIC CLSA
Win Rate
50.0%
return
-0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$56.71
+1.7%
Japan has a very strong economy with a large amount of capital deployed offshore; tightening global credit conditions would prompt repatriation, putting upward pressure on the yen. Unusual inflationary pressures in Japan and the market's failure to respond yet create a base case where the yen finds a floor and rallies.
FX & Currencies
Long
Jun 29
$28.46
-1.9%
Global credit conditions are deteriorating, which increases demand for high-quality collateral and over time creates demand for the U.S. dollar. Tactically, the dollar is bullish despite it not being cheap relative to global currencies.
FX & Currencies
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Shaun Cochran has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: DXY, FXY.
