Skip to content
Friday, July 11, 2025
Heisenberg Report

Heisenberg Report

Sign In Subscribe
  • Home
  • Markets
  • Economy
  • Politics
  • Duly Noted+
  • Weekly+
  • Monthly Letters+
  • Shop

Category: japan

Revisiting The “Tokyo Whale”

May 24, 2017

“We assume the BoJ’s current ETF holdings stand around Â¥15.7tn ($144bn), i.e. approximately 75% of the total assets in Japanese equity ETFs.”

Read More

2 Comments on Revisiting The “Tokyo Whale”

Japan Dumps US Debt In Longest Streak Since June 2013

March 7, 2017

As you’re no doubt aware, Japanese investors have been dumping US debt. “Data from Japan’s

Read More

1 Comment on Japan Dumps US Debt In Longest Streak Since June 2013

Entire World Scrambles To Figure Out Why The Hell The Dollar Isn’t Stronger On Thursday

February 16, 2017February 16, 2017

So what gives? Well, probably not a lot. It could just be everyone is taking a breather. But, in a testament to Nassim Taleb’s “narrative fallacy” argument, we have an overwhelming tendency to ascribe “causes” where there are none.

Read More

oilLeave a Comment on Entire World Scrambles To Figure Out Why The Hell The Dollar Isn’t Stronger On Thursday

America Or Japan: Who’s More Creditworthy?

February 15, 2017

Survey says!…

Read More

Leave a Comment on America Or Japan: Who’s More Creditworthy?

Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact

February 13, 2017February 13, 2017

Well, it was all aboard the reflation train right out of the gate in early

Read More

oil, OPEC1 Comment on Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact

Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”

February 10, 2017

Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of

Read More

2 Comments on Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”

Daily Kickstart (US Payrolls Awaited, China Tightens, BoJ Flouts Trump)

February 3, 2017

“Non-Farm Friday is no time to plead exhaustion,” Bloomberg’s Richard Breslow wrote earlier this morning

Read More

Leave a Comment on Daily Kickstart (US Payrolls Awaited, China Tightens, BoJ Flouts Trump)

Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)

January 27, 2017January 27, 2017

As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,

Read More

Leave a Comment on Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)

An Inflationary Catch-22

January 2, 2017

The perpetual thorn in policymakers’ side during the post-crisis era has been inflation or, more

Read More

1 Comment on An Inflationary Catch-22

Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video

December 28, 2016October 13, 2021

Summarized with a slightly modified quote from the video: “It remains to be seen if this crazy sh*t will work.”

Read More

Leave a Comment on Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video

Daily Kickstart (BoJ Recap Edition)

December 20, 2016December 20, 2016

“European stocks climbed to their highest in almost a year, while bonds and gold fell,

Read More

Leave a Comment on Daily Kickstart (BoJ Recap Edition)

Posts pagination

Previous 1 … 5 6

Monthly Letter+

  • Hustle

Weekly+

  • The Context For Trump’s Fed Takeover Bid

Recent Comments

  • DL on Code Red As Russ Vought Goes After Jerome Powell
  • hookandgo on Code Red As Russ Vought Goes After Jerome Powell
  • hookandgo on Code Red As Russ Vought Goes After Jerome Powell
  • hookandgo on The Problem With A Buyback-Dependent Equity Market

Monthly Letters

Hustle

July 2, 2025July 2, 2025

Imagined Pasts

May 31, 2025June 16, 2025

Dope

May 3, 2025May 9, 2025

Questions, tips or inquiries of any kind: [email protected]

Privacy Policy & Cookies

About Us

Subscription FAQs

All Rights Reserved 2025.
 

Loading Comments...
 

You must be logged in to post a comment.