A new status quo.
Category: BOJ
Going ‘Ex Liquidity’ And A Macabre Celebration At TINA’s Funeral
“…cash ’embarrassed’ so many asset classes in 2018.”
Fed Up: Full Week Ahead Preview
No rest for the weary.
Tokyo Whale Achieves Dubious Milestone As BoJ’s Balance Sheet Tops Japan’s GDP
“Very powerful” easing indeed.
The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View
Down the rabbit hole with the world’s most dovish central bank.
Trying Times: Full Week Ahead Preview
It can’t possibly be as bad as last week, right?
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date
“In other words, true helicopter money drop will begin.”
One Trader Isn’t Sure You People Know What An Actual ‘Crash’ Looks Like
“The breathless commentary about the large standard deviation move in JGB futures has reached a feverish pitch.”
Bank Of Japan Pays 1.6 Trillion Yen To Send A Message About The Message They Won’t Send On Tuesday
“What we need is positive attitude and conviction.”
Blockbuster: Full Week Ahead Preview
What summer lull?
‘After A Decade’: With Central Banks At The Crossroads, A Look Back And Ahead
“Two roads diverged in a yellow wood.”
Trader: There Is Only One Setting For Cowbell In Japan And It’s ‘More!’
“…that’s a pipe dream.”
Bond Yields Surge In Japan As BoJ Is Reminded Of Just How Fragile The JGB Market Truly Is
Fragile, handle with care.
‘They’re Still The Largest Sellers Of Vol.’: And So, The Baton Is Passed To Forward Guidance
Remember, “transparency as a way of stabilizing the markets has become a tool of suboptimal control.”
‘Bonds, Bonds, Everywhere!’
“At what price?”
Spiraling Down The Rabbit Hole: What Happens When The Ammo Is Gone?
Down the rabbit hole you go.
Around The World In 1,200 Words: Full Week Ahead Preview
As usual, lots on the docket.
Digesting Friday’s Draghi, ECB Headlines
A poor choice of words (?) and another leak.
Dollar Strength Is Hiding In Plain Sight, And One Strategist Says It’s Here To Stay
Sustainable rally or dead cat?
Going Forward, There Is No Debate: ‘The Balance Sheet Effect Is One Of Tightening’
But hey, this should be fine, right?
This Is What A Broken Market Looks Like: No One Traded 10Y JGBs On Tuesday
Completely lifeless.
Goldilocks Goes To War
After all, she’s got a habit of hanging out with and implicitly taunting bears…
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.
You’re Lying About Kuroda, So Let Kuroda Tell You What Kuroda ‘Never Said’
Right. Get your shit straight people.Â
