Markets

The Monte Carlo analysis of JPY carry trade

The Monte Carlo analysis of JPY carry trade unwind uses a Merton Jump-Diffusion model to simulate USD/JPY dynamics over a…

1 month ago

Analysis of the Foreign Exchange Intervention Mechanisms of the Bank of Japan (BOJ) / Ministry of Finance (MoF)

Institutional and fundamental legal framework Unlike many central banks, the Bank of Japan (BOJ) has no autonomous decision-making power over…

1 month ago

Global Systemic Convergence of the 7 Vectors (December 2025). Reassessment and Recalibration as of August 10, 2026

The original thesis from December 6-13, 2025, predicting a catastrophic systemic event driven by a Fed-BOJ shock and a $11.5…

1 month ago

Profitability and margin structure. Quantified comparison of SpaceX (Q2 2026) vs hyperscaler models (AWS, Azure/Microsoft Cloud, Google Cloud, Meta AI infrastructure).

https://www.steelldy-indices.com SpaceX has a gross margin of 55.3%, but negative operating and net margins (-1.8% and -6.9%). Only Starlink connectivity…

1 month ago

Structured Quantitative Financial Analysis of SpaceX. Consolidated Accounts for Q2 2026 (period ended June 30, 2026)

Revenue decomposition and growth dynamics for Q2 FY26 Consolidated revenue reached 7,814, representing a 91.94% year-over-year increase from 4,071. The…

2 months ago

Dr. Copper & Global Recession Risk

Executive Summary Copper ("Dr. Copper") remains a useful leading indicator of global industrial activity due to its ubiquitous use (power…

2 months ago

Revaluation of official US gold, balance sheet monetization, and quantifiable implications

The US official gold reserves stand at 261,498,926 troy ounces (8,133.5 metric tons), valued at $42.2222 per ounce under the…

2 months ago

Decline of Sovereign Bonds as a Safe-Haven Asset and Rotation Toward Gold

Summary: Since 2021, the US bond market has experienced upward pressure on yields, with the stock-bond correlation turning positive. Several…

2 months ago

Gold Projected to Reach $5,000

https://www.steelldy-indices.com Aakash Doshi (State Street) predicts that gold's next $1,000 move will be upward, with consolidation around $4,000 before expanding…

2 months ago

Chinese Restrictions on Paper Gold Trading

https://www.steelldy-indices.com The decision of several major Chinese banks (ICBC, Ping An, China Guangfa) to suspend precious metals trading services linked…

2 months ago