This Is What A Broken Market Looks Like: No One Traded 10Y JGBs On Tuesday
Completely lifeless.
Category: BOJ
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
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You Will Have To Pry Kuroda’s ‘Very Powerful Easing’ From His ‘Very Cold, Very Dead’ Hands
Any questions? If so, you can direct them to Kuroda’s secretary, Tinker Bell.
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You’re Lying About Kuroda, So Let Kuroda Tell You What Kuroda ‘Never Said’
Right. Get your shit straight people.
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10Y BOJ bonds dollar Dow emerging markets europe eurostoxx fed france FX gold high yield jerome powell nasdaq nikkei oil S&P 500 yen
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
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Trader: ‘This Feels Like A Throwback To The Pre-Weekend Choices We Had To Make During The Crisis’
To be clear, you don’t ever want to count out the dip-buyers. But…
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If You’re Long Risk Assets, You Do Not Want To Hear Kuroda Using The Word ‘Exit’
For two months now, the world has been eyeing the BoJ closely for signs they might be set to follow the Fed and the ECB down the road to policy normalization.
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Japan And China Just Closed February On A Sour Note
Lots of notables here.
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Fly Me To The Moon.
I was told Icarus would be unleashed.
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BoJ May Need To Buy Foreign Bonds After Running Out Of Other Shit To Buy
Fun with the BoJ!
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‘Why Does It Hurt When We Unwind?’ Why The Re-emancipation Of Markets Will Be Painful
“This time is different.”
No, really.
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‘Is This The End Of The Central Bank Put’?
It may be time to question your religion.
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Trader: Here’s What Central Banks Won’t Do
“I am 99.90 bid the 0.10%’s of 27.”
“OK, paying 90. For how many?”
“unlimited…”
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BoJ Wants You To Know They Are Not The Black Swan You’re Looking For
This might seem esoteric, but to the extent you care about Albert Edwards’ thesis with regard to whether a surprise BoJ tightening and the yen appreciation it would entail could end up being the black swan everyone is looking far and wide for, this is something you should probably keep an eye on.