Clean Up Your Damn Junk: Full Week Ahead Preview

“This is the big one, Elizabeth!”


A Truly Taxing Day.

Thursday, bloody Thursday.

Dramatic Plunge In Japanese Stocks Creates Existential Crisis – Peter Pan Summoned

Look, everyone needs to give the Nikkei a goddamn break on Thursday, ok?

23 For 25 Or Simply: ‘Since 1992’

All hail the sacred equity cow.

Everything But The Kitchen Sink: Full Week Ahead Preview

Well, there’s not a lot going on in the week ahead and by that I mean there’s so much going on that you couldn’t plan for it even if you wanted to.

Stark Raving Mad.

“Let me in.”

To Neverland And Beyond.

“… because the idea that what you see in that chart has nothing to do with what you see in the two charts below is clearly ridiculous.”

Janet. Fed Preview

Good luck out there – your fate rests on the shoulders of a diminutive economist with a pixie cut…

Save The Date: By ‘End-March 2019’ The Japanese Stock Market Will Cease To Function

“This could cause the number of shares circulating on the market to almost completely dry up for some stocks.”

A ‘Gettin’ Away With Murder’ Type Of Day: Thursday Market Wrap

Thursday was all about people who might have gotten away with murder…

Kuroda Vs. The World: BoJ Moves On The 5Y As YCC ‘Mission Creep’ Looms

Dammit no one is really talking about this, but it’s definitely notable. On both Monday and Tuesday we said that Japan has set its sights on JGB 5Y yields. Basically, the 5Y has become the new frontier in capping 10Y yields. “It looks like the BoJ may now have to fight to contain 5Y JGB…

Global Stocks Are Happy. Gold Is Sad. China! I Found Some Inflation In Norway.

Well, I’d say “it’s quiet out there,” but that’s cliché. So how about this: “ain’t shit shakin’ but the leaves in the trees“. Ok, maybe a few things happened while you were asleep. But not much. Let’s walk through some things. We got China PPI and CPI, with the former printing +5.5% for June, in…

“A Major, Serious” Situation In Japan, PMIs Galore, And A Deadline For Qatar

Ok, so Shinzo Abe’s LDP suffered a stunning loss in Tokyo assembly elections over the weekend, winning their lowest number of seats ever, and that prompted calls for a cabinet reshuffle. “It looks like a tough situation,” LDP Secretary General Toshihiro Nikai said on Sunday. “This is major, it’s serious,” independent political analyst Minoru Morita added. “He…

Bank Of Japan Breaks Bond Market As Holdings Rise To Hilarious 387,000,000,000,000 Yen

“Most central banks are playing at 10, all the way up, all the way up, you’re on ten, where can you go from there?” 

Peter Pan’s Revenge: Kuroda Thinks You’re Crazy To Think BoJ Is Not Still Crazy

“The moment you doubt whether you can fly, you cease forever to be able to do it.”