Q4: More of the Same?
Photo courtesy of Ms Eleanor W., Perth, W.A.. Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading
Tag Archive: BOJ
Fx Thugs And JPY Funding Are Made In Japan
If there is only 1 country in the world who can pull it off, it is only Japan. There is no way any country can forcibly devalue their currency by 7% in a… Continue reading
Radiation Risks In Japan for 2014
BOJ: BANKS IN INDONESIA CAN GET RUPIAH AGAINST JGB COLLATERAL “Nothing pains some people more than having to think.” Martin Luther King, Jr. From past crises, we know that the Indonesian banks need… Continue reading
Hitting Reset Is The New Way Of Life – Back To Square One
After witnessing your son graduate from elementary school, there will be an inevitable sense of loss for us. 12 years gone by with no reset button. That is much like the new way… Continue reading
A Simple Life Into Month End – FOMC & BoJ Special
Month end on Thursday, 31st October and we have 2 big central bank meetings that are poised to be non events. BOJ BOJ rate decision day and a glimpse into 2014 monetary base… Continue reading
Bye Hungry Ghosts, Hello Central Banks
I have been told that yesterday was the last day of the Hungry Ghost month. And what a hungry ghosty month it has been. Currencies have decoupled from the rest of the markets… Continue reading
Anti Instinct Trading In Taper On And Taper Off (updated)
Journalists and analysts all writing to save their lives. Reports swinging wildly between Taper and Taper Not after the FOMC minutes depending on where the Dow was. RATES: Treasuries Fall After FOMC Minutes;… Continue reading
Central Bank Mafia – Fed, ECB, BoJ Battle of the Balance Sheets
I believe we have a new pecking order for central banks. DON Bernanke. Hitman Abe. And Cheerleader Draghi. Now the racket has been exposed. It is the game of beggar thy neighbour and… Continue reading