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Category: japan

The Bank Of Japan At The End Of The Road

December 18, 2020December 18, 2020

I doubt this needed underscoring, but just in case: Years of the easiest monetary policy

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4 Comments on The Bank Of Japan At The End Of The Road

Meanwhile, In Japan

December 8, 2020December 8, 2020

Lost in the shuffle Tuesday was more than $700 billion in additional stimulus out of

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4 Comments on Meanwhile, In Japan

M&A(benomics)

September 14, 2020September 14, 2020

Global equities were buoyant to start the new week as deal activity, a smooth leadership

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Markets Ponder Life Without Abe As Resignation Raises Policy Questions

August 28, 2020August 28, 2020

“I am not confident of responding to the trust of the people while I am

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3 Comments on Markets Ponder Life Without Abe As Resignation Raises Policy Questions

From Europe To Japan To South Korea, Economic Gloom Is Pervasive

May 29, 2020

A reality check amid the equity market euphoria.

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234 Trillion Yen. That’s A Real Number, Apparently.

May 27, 2020May 27, 2020

“Mind-spinning”.

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8 Comments on 234 Trillion Yen. That’s A Real Number, Apparently.

Reopening Optimism Trumps All Other Considerations As Equities Climb Wall Of Worry

May 25, 2020May 25, 2020

“…it does not take much analytical skill to predict a much stronger slump in the second quarter”.

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1 Comment on Reopening Optimism Trumps All Other Considerations As Equities Climb Wall Of Worry

Damn The Depression. Onward And Upward. With Apologies To The ‘Legendary People’

May 18, 2020May 18, 2020

It’s not “supposed” to be this way, after all.

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4 Comments on Damn The Depression. Onward And Upward. With Apologies To The ‘Legendary People’

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

Tokyo Whale Preps More Easing As Japanese Services Sector Collapses. South Korea GDP Plunges

April 22, 2020April 22, 2020

Off to Neverland.

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Lights And Long Tunnels.

April 6, 2020April 6, 2020

“There is light at the end of the tunnel but it’s still a long tunnel”.

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oil, OPECLeave a Comment on Lights And Long Tunnels.

Bazooka Stimulus, Buying Time And Virus Utilitarians

March 28, 2020March 28, 2020

“I want to take actions that will provide a concentrated, short-term boost in demand”.

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7 Comments on Bazooka Stimulus, Buying Time And Virus Utilitarians

‘Excessive And One-Sided’: Crisis Rolls On With FX Flash Crashes, Plunging Yields, Bloodbath In Japan

March 8, 2020March 8, 2020

Everyone knew Monday morning would be remarkable. The market didn’t disappoint.

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3 Comments on ‘Excessive And One-Sided’: Crisis Rolls On With FX Flash Crashes, Plunging Yields, Bloodbath In Japan

Total Meltdown: Global Markets Collapse On Virus, War Panic

February 28, 2020February 28, 2020

“…the markets are either doing some spring cleaning, or battening down the hatches ahead of the coming storm.”

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4 Comments on Total Meltdown: Global Markets Collapse On Virus, War Panic

‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives

February 25, 2020February 27, 2020

“We took a hit yesterday”.

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2 Comments on ‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives

South Korea, Japan On Edge As Virus Spreads, Hits Economic Activity

February 21, 2020February 21, 2020

“The coronavirus appears to have hit trade quite a bit”.

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5 Comments on South Korea, Japan On Edge As Virus Spreads, Hits Economic Activity

Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History

February 16, 2020February 16, 2020

And this was before the virus.

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4 Comments on Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History

Japan, South Korea Flash Point Still Menaces Global Economy As 2019 Melts Into 2020

December 24, 2019December 24, 2019

“Our relationship is one that cannot be made distant”.

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Markets Adrift As Traders Search For Catalysts Amid Trade Lull

December 18, 2019December 18, 2019

Expect details around the trade deal to remain scant in the near-term.

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Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data

December 9, 2019December 9, 2019

Still, nobody should get too excited.

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Japan To Roll Out Stimulus Package Totaling 26 Trillion Yen

December 4, 2019December 4, 2019

It may fall flat. We’ll see.

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China’s October Activity Data Misses Across The Board, While Japan’s Economy Decelerates Sharply

November 13, 2019

More uninspiring (and unwelcome) data to undermine the optimism.

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October PMIs Offer Fresh Evidence Of Global Economic Malaise

October 24, 2019October 24, 2019

No respite.

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Chaos In JGB Land Sparks Global Bond Rout After Margin Calls, ‘Horrific’ Auction In Japan

October 1, 2019October 1, 2019

“Tantrum” risk comes calling.

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2 Comments on Chaos In JGB Land Sparks Global Bond Rout After Margin Calls, ‘Horrific’ Auction In Japan

‘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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Trump Slips Market Pair Of Bullish Catalysts With Japan Trade Deal, $40 Billion Margin Clemency

September 16, 2019

Perhaps sensing that markets weren’t particularly enamored with the idea of $500 oil…

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US, Japan Strike Trade Deal In Principle, Trump Says

August 25, 2019August 25, 2019

Some work on “wording” and “context” remains to be done.

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2 Comments on US, Japan Strike Trade Deal In Principle, Trump Says

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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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Recent Comments

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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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