“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.”
Category: japan
Japan Dumps US Debt In Longest Streak Since June 2013
As you’re no doubt aware, Japanese investors have been dumping US debt. “Data from Japan’s
Entire World Scrambles To Figure Out Why The Hell The Dollar Isn’t Stronger On Thursday
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.
America Or Japan: Who’s More Creditworthy?
Survey says!…
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early
Maybe Shinzo Abe Isn’t The Right Guy To Be Talking To About Making Stuff “Great Again”
Well, Donald Trump and Japanese PM Shinzo Abe held a joint news conference a couple of
Daily Kickstart (US Payrolls Awaited, China Tightens, BoJ Flouts Trump)
“Non-Farm Friday is no time to plead exhaustion,” Bloomberg’s Richard Breslow wrote earlier this morning
Daily Kickstart (Japan Battles Bond Markets, Mexico/Turkey Battle FX Traders, May Meets W/Trump)
As is rapidly becoming custom, we start with FX markets, where the USDJPY rose again,
An Inflationary Catch-22
The perpetual thorn in policymakers’ side during the post-crisis era has been inflation or, more
Bank Of Japan’s Batshit Policy Prescriptions Explained In One Short Video
Summarized with a slightly modified quote from the video: “It remains to be seen if this crazy sh*t will work.”
Daily Kickstart (BoJ Recap Edition)
“European stocks climbed to their highest in almost a year, while bonds and gold fell,
