From Russia With Love.

Trade wars, Russians, morons, markets.


This Is What A Broken Market Looks Like: No One Traded 10Y JGBs On Tuesday

Completely lifeless.

Look, Abe And Aso Are Real Sorry For Doctoring Those Goddamn School Papers, Now Can We All Just Get Back To Buying Some Stocks Please?!

Don’t worry, he’s got it under control.

You Will Have To Pry Kuroda’s ‘Very Powerful Easing’ From His ‘Very Cold, Very Dead’ Hands

Any questions? If so, you can direct them to Kuroda’s secretary, Tinker Bell.

(Trade) War And Peace.

Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.

You’re Lying About Kuroda, So Let Kuroda Tell You What Kuroda ‘Never Said’

Right. Get your shit straight people. 

Not For The Faint-Hearted: Full Week Ahead Preview

This is not going to be for the faint of heart.

Have Genius, Will Travel.

Well needless to say, this was not a particularly inspiring week.

If You’re Long Risk Assets, You Do Not Want To Hear Kuroda Using The Word ‘Exit’

For two months now, the world has been eyeing the BoJ closely for signs they might be set to follow the Fed and the ECB down the road to policy normalization. 

The Wolf Finally Came.

And so we close the book on February.

Japan And China Just Closed February On A Sour Note

Lots of notables here.

Let’s Get Italian: Full Week Ahead Preview

No shortage of event risk.

High Note.

And so the holiday-shortened week comes to a close and it delivered everything that could have been reasonably expected of it.

Fly Me To The Moon.

I was told Icarus would be unleashed.

BoJ May Need To Buy Foreign Bonds After Running Out Of Other Shit To Buy

Fun with the BoJ!