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Category: japan

In South Korea-Japan Spat, Things Go From Bad To ‘We’re Canceling The Intelligence-Sharing Pact’

August 22, 2019August 22, 2019

Geopolitics to hell in a handbasket again.

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Meanwhile, In Japan: Yield Curve Control Fails, Top US Creditor Status Regained

August 16, 2019August 16, 2019

“The BOJ will have to give up something”.

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Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix

August 5, 2019

This is why things need to stabilize in a hurry.

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‘The Meltdown Phase Is Here’, One Bank Warns, After Shock Yuan Plunge

August 5, 2019August 5, 2019

“There is probably more pain to come”.

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Plunging Stocks, Surging Yen And South Korea Fight Make For Tough Day In Japan

August 2, 2019

What’s not to “like”?

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Out Of Rabbits, A Paralyzed Bank Of Japan Sits Idly By

July 30, 2019July 30, 2019

The BoJ did what they could do on Tuesday – which was nothing.

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Matches: Full Week Ahead Preview

July 21, 2019July 22, 2019

There are lots of matches just waiting to be struck. 

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Monday’s Bloodbath In Asia Reflects Everything From Liquidity Worries To Tech Supply Chain Jitters

July 8, 2019July 8, 2019

Off on the wrong foot.

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An Awkward Combination.

May 20, 2019

To the extent there are any good vibes, they aren’t likely to last.

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Doom And Gloom.

March 22, 2019March 22, 2019

Dour data and plunging bond yields.

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Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’

February 21, 2019February 21, 2019

Oh well, there’s always services…

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From Japan, A Bleak Warning

February 20, 2019February 20, 2019

More problems.

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Meanwhile, In Monetary Policy Neverland

January 23, 2019January 23, 2019

More “positive attitude and conviction”.

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Screw It Dude, Let’s Go Bowling.

December 28, 2018October 23, 2021

Or golfing…

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Nikkei Suffers Grievous Loss In Dramatic Rout While Plunge Protection Team Rides To Rescue In China

December 25, 2018December 25, 2018

All (not) quiet on the Eastern front.

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Japanese Stocks Plunge As Nikkei Takes Out 20,000, Falls Into Bear Market

December 24, 2018December 24, 2018

This isn’t the best news for the BoJ.

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Holiday Psych Out: Market Nerves Frayed After Mnuchin Plunge Protection S.O.S.

December 24, 2018October 23, 2021

At least we know the ATMs won’t go dark.

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‘Goldilocks’ Confirmed K.I.A. As Germany, Japan Economies Simultaneously Contract

November 14, 2018

The “synchronized global slowdown” narrative is gathering momentum.

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Tokyo Whale Achieves Dubious Milestone As BoJ’s Balance Sheet Tops Japan’s GDP

November 13, 2018November 13, 2018

“Very powerful” easing indeed.

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The BoJ And An ‘Enormous’ Risk From A ‘Very Out-Of-Consensus’ View

October 31, 2018

Down the rabbit hole with the world’s most dovish central bank.

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In Asia: Free Fall

October 25, 2018October 25, 2018

Grab a parachute.

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In Case You Were Wondering, The Market Is Still Not Comfortable With BoJ Tapering

September 23, 2018September 24, 2018

“It should be fine”…

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Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date

September 1, 2018September 1, 2018

“In other words, true helicopter money drop will begin.”

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Dog Days: Full Week Ahead Preview

August 5, 2018August 7, 2018

Trade, Japan, Turkey, rubles and so much more.

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One Trader Isn’t Sure You People Know What An Actual ‘Crash’ Looks Like

August 2, 2018

“The breathless commentary about the large standard deviation move in JGB futures has reached a feverish pitch.”

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Bank Of Japan Tweaks ETF Program, Adds Flexibility On Yields, Introduces Forward Guidance On Rates

July 31, 2018July 31, 2018

Much ado about nothing? Not exactly. Probably. Or not.

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Blockbuster: Full Week Ahead Preview

July 29, 2018October 14, 2021

What summer lull?

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

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