This is not going to be for the faint of heart.
Category: BOJ
Have Genius, Will Travel.
Well needless to say, this was not a particularly inspiring week.
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…
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.Â
Japan And China Just Closed February On A Sour Note
Lots of notables here.
Fly Me To The Moon.
I was told Icarus would be unleashed.
‘Is This The End Of The Central Bank Put’?
It may be time to question your religion.
Trader: Here’s What Central Banks Won’t Do
“I am 99.90 bid the 0.10%’s of 27.â€
“OK, paying 90. For how many?â€
“unlimited…â€
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.
Trader: ‘The Path For All Fiat Currencies Is Clear’
“…never in modern financial history has a Central Bank expanded its balance sheet through quantitative easing and then successfully shrunk it back down.”
The Deflation Demon Lives!
So, could Trump end up resurrecting the deflation demon we thought we’d finally exorcised?Â
If You Thought That Was Crazy: Full Week Ahead Preview
How about a little more fun?
Davos Man.
Well, that didn’t disappoint.
Let The Currency Wars Commence: Amid USDJPY Slide, One Bank Asks What’s Next
Everyone wants to know what comes next.
Money Laundering.
What to say about Tuesday? Well, a lot actually.
Do Yourself A Favor And Don’t Ignore The BoJ, Ok?
What’s in a word or, in this case, four words?
Buckle Up, We Need You: Full Week Ahead Preview
This should be interesting.
If You Were Japanese, Would You Go On A Spending Spree To Celebrate Your Massive Bitcoin And Equity Gains?
…what we wanted to point out are the multiple layers of irony here.
Rumblings In The East: WSJ Says BoJ Thinking About ‘Massaging’ You
Needless to say, that’s likely to fan the flames in terms of speculation about whether the predictably “boring” BoJ is about to get more exciting and thereby become a source of uncertainty for markets.Â
Don’t Kid Yourself: ‘No One Knows How This Will Play Out’
“Therefore, 2018 has the potential to be a substantial tipping point in the supply/demand dynamic.”
Albert Edwards Warns Of ‘Surprise’ From The East, Explains ‘How To Call 10 Of The Last 1 Crashes’
“Many clients we meet are fully invested bears, nervously looking over their shoulder for signals of the next ‘Great Unwind’.”
DACA Schoen: Full Week Ahead Preview
All eyes on (geo)politics. And Canada. Of course.
David Stockman: Here’s Why This Time Is Different
“But that’s not the half of it:Â Those massive buys were accompanied by a giant amplifier in the form of front-running speculators and arbitragers who hang around the casinos.”
Kitchen Sink.
Everything but…
One Bank Reveals 7 Key Calls For The New Year
But for those interested in trying to “DO SOMETHING” (as opposed to just kicking back and being “actively” passive)…
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