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Category: BOJ

SqueezIt

September 17, 2020September 17, 2020

Global equities were under pressure Thursday, as Jerome Powell’s perceived reticence on tweaks to the

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6 Comments on SqueezIt

SpongeBob SquareBanks.

July 4, 2020July 4, 2020

How much duration supply will the central bank sponge soak up?

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1 Comment on SpongeBob SquareBanks.

A ‘Terrific Explosion’ (Or, Stimulus > Geopolitics)

June 16, 2020June 16, 2020

It’s all fun and gains until…

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2 Comments on A ‘Terrific Explosion’ (Or, Stimulus > Geopolitics)

Bank Of Japan Takes Gloves Off. Says ‘No Limit’ On Bond Buying

April 27, 2020April 27, 2020

“Necessary amounts.”

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4 Comments on Bank Of Japan Takes Gloves Off. Says ‘No Limit’ On Bond Buying

PBOC, Norges Bank, Riksbank, BOJ Rush To Rescue Bloodied Markets With Rate Cuts, Liquidity Measures

March 13, 2020March 13, 2020

Of course, all of this will fall short if politicians do not step up with adequate measures.

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2 Comments on PBOC, Norges Bank, Riksbank, BOJ Rush To Rescue Bloodied Markets With Rate Cuts, Liquidity Measures

A Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation

March 2, 2020March 2, 2020

Now these are some “great expectations”.

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7 Comments on A Doomed Cavalry Charge? Rates Rage On Wild Central Bank Easing Speculation

For Volatility, 2019 Is No 2017. But 2021 May Be

December 4, 2019December 5, 2019

Looking back at history, it generally takes around two years for those feedback loops to fully manifest themselves.

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‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade

December 2, 2019December 3, 2019

“Everything we know about financial markets”…

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1 Comment on ‘Blue Sky’, ‘Ugly’ Or ‘Armageddon’: 3 Paths For The Emancipation Trade

‘The Fed And ECB Are Amateurs’: Albert Edwards Says More ‘Monetary Madness’ From Japan To Intensify Global Currency War

September 26, 2019September 26, 2019

“A whole new level of monetary debauchery”.

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Spare A Thought For The Bank Of Japan On Friday

August 23, 2019August 23, 2019

Haruhiko Kuroda has a yen problem and it just got materially worse.

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7 Comments on Spare A Thought For The Bank Of Japan On Friday

Kuroda’s Yen Problem Isn’t Going Away No Matter What The Fed Does, Goldman Says

August 17, 2019August 17, 2019

Japan’s is not an enviable position.

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2 Comments on Kuroda’s Yen Problem Isn’t Going Away No Matter What The Fed Does, Goldman Says

Meanwhile, In Japan: Yield Curve Control Fails, Top US Creditor Status Regained

August 16, 2019August 16, 2019

“The BOJ will have to give up something”.

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‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure Now Tops The Worry List

August 6, 2019August 6, 2019

This time around, Wonderland will be an even stranger place.

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2 Comments on ‘After 700+ Rate Cuts And $10 Trillion In Liquidity’, Quantitative Failure Now Tops The Worry List

Here Are The 14 Biggest Problems With Central Banks Being ‘The Only Game In Town’

July 30, 2019July 30, 2019

As we approach a pivotal juncture for the post-crisis monetary policy regime, potential problems are mounting.

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Out Of Rabbits, A Paralyzed Bank Of Japan Sits Idly By

July 30, 2019July 30, 2019

The BoJ did what they could do on Tuesday – which was nothing.

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Dances With Doves: Full Week Ahead Preview

July 28, 2019July 29, 2019

Trial by fire.

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The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever

July 10, 2019July 11, 2019

The same worry, but now it’s more acute.

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7 Comments on The ‘Ammo’ Problem Is Back – And It’s Worse Than Ever

Buy It All.

June 20, 2019June 20, 2019

The promise of perpetual liquidity provision…

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From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview

June 16, 2019June 17, 2019

To the rescue or out of ideas and ammo?

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1 Comment on From Washington To Sintra To Tokyo, Central Banks On The Hot Seat: Full Week Ahead Preview

‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 70% Taxes

March 25, 2019March 25, 2019

“Bulgakov’s cat, Behemoth, played chess and took trams.”

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6 Comments on ‘Expect The Unexpected’: One Bank Ponders Peak Plutonomy, Peak Polarization, MMT And 706 Taxes

Back To The New Status Quo.

March 18, 2019

… back in limbo, chasing the elusive target that we really don’t want to catch.

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1 Comment on Back To The New Status Quo.

Come What ‘May’: Full Week Ahead Preview

March 10, 2019

Data, ‘Brextension’ and the BoJ are this week’s headliners.

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If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.

February 26, 2019

“… and most likely permanently.”

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4 Comments on If ‘It Sounds, Looks And Smells Like Debt Monetization’, It’s A Duck.

From Japan, A Bleak Warning

February 20, 2019February 20, 2019

More problems.

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1 Comment on From Japan, A Bleak Warning

From Frankfurt To Tokyo To Sydney, Doves On Parade

February 19, 2019February 19, 2019

Suffice to say the dovish pivot from global central banks appears to have wings

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2 Comments on From Frankfurt To Tokyo To Sydney, Doves On Parade

Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US

February 7, 2019

“Investors should contemplate a brave new world”…

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9 Comments on Albert Edwards Returns From Jamaica, Talks MMT And The Likelihood Of Negative Rates In The US

Meanwhile, In Monetary Policy Neverland

January 23, 2019January 23, 2019

More “positive attitude and conviction”.

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 23, 2023

Fed Delivers Dovish Hike Amid Bank Crisis

March 22, 2023March 23, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

The Swiss Killed The CoCos

March 20, 2023March 21, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

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Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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