Geopolitics to hell in a handbasket again.
Meanwhile, In Japan: Yield Curve Control Fails, Top US Creditor Status Regained
“The BOJ will have to give up something”.
Breaking Point Nears As Hang Seng, Topix Erase 2019 Gains Before PBoC Steps In With Strong Fix
This is why things need to stabilize in a hurry.
‘The Meltdown Phase Is Here’, One Bank Warns, After Shock Yuan Plunge
“There is probably more pain to come”.
Plunging Stocks, Surging Yen And South Korea Fight Make For Tough Day In Japan
What’s not to “like”?
Out Of Rabbits, A Paralyzed Bank Of Japan Sits Idly By
The BoJ did what they could do on Tuesday – which was nothing.
Matches: Full Week Ahead Preview
There are lots of matches just waiting to be struck.Â
An Awkward Combination.
To the extent there are any good vibes, they aren’t likely to last.
Doom And Gloom.
Dour data and plunging bond yields.
Deluge Of Unwelcome Data Virtually Screams ‘Synchronous Global Slowdown’
Oh well, there’s always services…
From Japan, A Bleak Warning
Meanwhile, In Monetary Policy Neverland
More “positive attitude and conviction”.
Screw It Dude, Let’s Go Bowling.
Nikkei Suffers Grievous Loss In Dramatic Rout While Plunge Protection Team Rides To Rescue In China
All (not) quiet on the Eastern front.
Japanese Stocks Plunge As Nikkei Takes Out 20,000, Falls Into Bear Market
This isn’t the best news for the BoJ.
Holiday Psych Out: Market Nerves Frayed After Mnuchin Plunge Protection S.O.S.
At least we know the ATMs won’t go dark.
‘Goldilocks’ Confirmed K.I.A. As Germany, Japan Economies Simultaneously Contract
The “synchronized global slowdown” narrative is gathering momentum.
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.
In Asia: Free Fall
Grab a parachute.
Mark Your Calendar, The ‘Era Of Helicopter Money’ In Japan Has A Date
“In other words, true helicopter money drop will begin.”
Dog Days: Full Week Ahead Preview
Trade, Japan, Turkey, rubles and so much more.
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 Tweaks ETF Program, Adds Flexibility On Yields, Introduces Forward Guidance On Rates
Much ado about nothing? Not exactly. Probably. Or not.
Blockbuster: Full Week Ahead Preview
What summer lull?