Thursday was all about people who might have gotten away with murder…
Category: kuroda
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
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
“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,
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?”Â
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.”
Full Week Ahead Preview: Fed In Focus
Hopefully, the weekend gave you a chance to catch your breath after “Super Thursday.”
Bank Of Japan’s ETF Holdings Surge 80% To Cartoonish 16,000,000,000,000 Yen
“The total marks an 80% rise from a year earlier and more than a sevenfold increase since the central bank kicked off its quantitative and qualitative easing — adding riskier assets to its balance sheet — in April 2013.”
Revisiting The “Tokyo Whale”
“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.”
Traders Be Like “WTF?!” As Trump Is Desperate Despot, Nuclear War Beckons
So the elephant in the room is clearly Donald Trump’s decision to fire FBI Director
Kuroda Shrugs, Twitter Lampoons Sweden, Deutsche Crumbles: Welcome To Thursday
Ok, so as detailed earlier this morning, the first thing you should note about the
This Is How Much QE Matters…
Right, so 10Y yields are all anyone wants to talk about. In fact, you’ve probably
China Calls, Hikes Rates After Fed; Kuroda Triples Down On The Laughs After BoJ
It was a fairly lively overnight session on the heels of the Fed. We start
The First Week Of The Rest Of Your Life
Welcome to the first week of the rest of your life. By now you all
Your Quick Guide To A Big Week
As you’re aware, this is a big week. The Fed takes center stage, but the
“And You Thought The Bernanke Put Was Dead”: World’s Biggest Pension Fund Posts Largest Quarterly Return In History
Do you know what helps out a whole helluva lot when you’re massively long Japanese equities and when you need a weaker currency to boost your overseas holdings?
Markets Relieved After Trump/Abe Meeting, Reflation Narrative Intact
Well, it was all aboard the reflation train right out of the gate in early
Analyzing Yen-Sanity Ahead Of Friday’s Trump/Abe Pow-wow
Watch USDJPY. I say it all the time. There is perhaps no better real time
On Payrolls Friday, One Trader Asks: “Are You Feeling Lucky?”
Here we are on payrolls Friday after a week in which a lot of sh*t
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 (Dollar Dumps After Fed Farce, Deutsche Bank Plunges)
Perhaps fearing some kind of Erdogan-esque reprisal from the White House, the Fed pussyfooted its
Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)
Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump
Goldman Previews This Week’s Key Events
As mentioned earlier this morning, it’s a busy week. We’ve got multiple Fed meetings, a
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,
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.”
A “Stimulating” Pocket Guide To Central Bank Largesse
On Friday in “The Ghosts Of Central Banks Past And Future,” I outlined the history
The Ghosts Of Central Banks Past And Future
Well, it’s just about over. The greatest (or worst, depending on how you’re inclined to
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