I doubt this needed underscoring, but just in case: Years of the easiest monetary policy
Meanwhile, In Japan
Lost in the shuffle Tuesday was more than $700 billion in additional stimulus out of
Global equities were buoyant to start the new week as deal activity, a smooth leadership
Markets Ponder Life Without Abe As Resignation Raises Policy Questions
“I am not confident of responding to the trust of the people while I am
From Europe To Japan To South Korea, Economic Gloom Is Pervasive
A reality check amid the equity market euphoria.
234 Trillion Yen. That’s A Real Number, Apparently.
Reopening Optimism Trumps All Other Considerations As Equities Climb Wall Of Worry
“…it does not take much analytical skill to predict a much stronger slump in the second quarter”.
Damn The Depression. Onward And Upward. With Apologies To The ‘Legendary People’
It’s not “supposed” to be this way, after all.
Bank Of Japan Takes Gloves Off. Says ‘No Limit’ On Bond Buying
Lights And Long Tunnels.
“There is light at the end of the tunnel but itâ€™s still a long tunnel”.
Bazooka Stimulus, Buying Time And Virus Utilitarians
â€œI want to take actions that will provide a concentrated, short-term boost in demand”.
‘Excessive And One-Sided’: Crisis Rolls On With FX Flash Crashes, Plunging Yields, Bloodbath In Japan
Everyone knew Monday morning would be remarkable. The market didn’t disappoint.
Total Meltdown: Global Markets Collapse On Virus, War Panic
“…the markets are either doing some spring cleaning, or battening down the hatches ahead of the coming storm.”
‘Under Control’? Markets Wary As Virus Cases Rise, Hong Kong Exports Plunge, Japan Dives
“We took a hit yesterday”.
South Korea, Japan On Edge As Virus Spreads, Hits Economic Activity
â€œThe coronavirus appears to have hit trade quite a bitâ€.
Japan Just Served Up One Of The Worst Quarterly Economic Contractions In History
And this was before the virus.
Japan, South Korea Flash Point Still Menaces Global Economy As 2019 Melts Into 2020
“Our relationship is one that cannot be made distant”.
Markets Adrift As Traders Search For Catalysts Amid Trade Lull
Expect details around the trade deal to remain scant in the near-term.
Monday ‘Green Shoots’ As Germany, Japan Deliver Upside Surprises On Key Data
Still, nobody should get too excited.
Japan To Roll Out Stimulus Package Totaling 26 Trillion Yen
It may fall flat. We’ll see.
China’s October Activity Data Misses Across The Board, While Japan’s Economy Decelerates Sharply
More uninspiring (and unwelcome) data to undermine the optimism.
Chaos In JGB Land Sparks Global Bond Rout After Margin Calls, ‘Horrific’ Auction In Japan
“Tantrum” risk comes calling.
‘The Fed And ECB Are Amateurs’: Albert Edwards Says More ‘Monetary Madness’ From Japan To Intensify Global Currency War
“A whole new level of monetary debauchery”.
Trump Slips Market Pair Of Bullish Catalysts With Japan Trade Deal, $40 Billion Margin Clemency
Perhaps sensing that markets weren’t particularly enamored with the idea of $500 oil…
US, Japan Strike Trade Deal In Principle, Trump Says
Some work on “wording” and “context” remains to be done.