-
In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
-
Join 3,498 other subscribers
Contribute To GMM
Categories
- 3D Printing
- Agriculture
- AI
- Algos
- Apple
- Automation
- Banking
- BFTP
- Bitcoin
- Black Swan Watch
- Bonds
- Brazil
- Brexit
- BRICs
- Budget Deficit
- Capital Flows
- Cartoon of the Day
- Cashless Society
- Chart of the Day
- Charts
- China
- Clean Tech
- Climate Change
- Coach C
- Commodities
- Coronavirus
- COVID
- Credit
- Crude Oil
- Currency
- Cyprus
- Daily Risk Monitor
- Day In History
- Debt
- Demographics
- Disinflaton
- Dollar
- Earnings
- ECB
- Economics
- Economist
- Egypt
- Electric Vehicles
- Emerging Markets
- Employment
- Energy
- Environment
- Equities
- Equity
- Euro
- Eurozone Sovereign Spreads
- Exchange Rates
- Fed
- Finance and the Good Society
- FinTech
- Fiscal Cliff Monitor
- Fiscal Policy
- Food Prices
- France
- Futurist
- Game Theory
- General Interest
- Geopolitical
- Geopolitics
- German Bund
- Germany
- Global Macro Watch
- Global Reset
- Global Risk Monitor
- Global Stock Performance
- Global Trend Indicators
- Gold
- Greece
- Healthcare
- Heat Map
- Hedge Funds
- Housing
- Human Interest
- Immigration
- Impeachment
- India
- Inequality
- Inflation/Deflation
- Infographics
- Innovation
- Institutional Investors
- Interest Rate Monitor
- Interest Rates
- Interviews
- Italian Yields
- Italy
- Japan
- Jobs
- Lectures
- Macro Notes from Conference Calls
- Manufacturing
- Masters
- Mexico
- Monetary Policy
- Movies
- Muni Bonds
- Muni Market
- Natural Gas
- News
- Nonlinear Thinking
- North Korea
- Overbought Markets
- Picture of the Day
- PIIGS
- PMIs
- Policy
- Politics
- Population
- Populism
- Portolio
- Poverty
- President Trump
- Qunat Strategies
- Quote of the Day
- Quotes
- Rare Earth Elements
- Readership
- Reads
- Real Estate
- Relative Strength Index
- Robert Shiller
- RSIs
- S&P500
- Sector ETF Peformance
- Semiconductor prices
- Semiconductors
- Social Media
- Socialism
- Song for the Week
- Sovereign Debt
- Sovereign Risk
- Spain
- Sports
- State and Local Government
- Tail Risk
- Technical Analysis
- Technology
- The Big Reset
- The Weekend Read
- This Day In Financial History
- Trade War
- Trades
- Tweet of the Day
- Ugly Chart Contest
- Uncategorized
- US Releases
- Video
- Volatility
- Wages
- Week Ahead
- Week in Review
- Weekend Reads
- Weekly Eurozone Watch
- Whales
-
Recent Posts
Meta
Tag Archives: Bank of Japan
Dollar-Yen Trades Above 90
The dollar/yen traded with a 90 handle today its highest level since June 2010. Probably the most popular macro trade of 2013, the move has been supercharged by the country’s deteriorating balance of trade and expectations the Bank of Japan … Continue reading
Posted in Currency, Japan
Tagged 1997 Asian Financial Crisis, Bank of Japan, Dollar Yen, Trade Deficit
1 Comment
VIX Has Largest Weekly Down Move Since Inception
The CBOE has a nice piece out noting this week’s 39.1 percent collapse in the VIX was the largest weekly percent down move since the index was launched in January 1990. The week also saw record volume days for the … Continue reading
Posted in Global Stock Performance, Monetary Policy, Sovereign Debt
Tagged Bank of Japan, CBOE, Fed, VIX
4 Comments
Bank of Japan Eases
Bank of Japan announced this morning it would increase its Asset Purchase Program by 10 trillion yen, from 91 trillion to 101 trillion yen. They split evenly, buying 5 trillion in T-Bills and 5 trillion in JGBs. The Bank released … Continue reading
Posted in Japan, Monetary Policy
Tagged Bank of Japan, Monetary Policy, Quantitative Easing
3 Comments
BoJ Ups Asset Purchase Program
QE everywhere! Nikkei and dollar/yen rocking. (click here if table is not observable)
Why the Yen is swan diving
The WSJ does a good explaining what is driving the Yen and seems to agree with us that there is a huge difference between quantitative easing to stimulate the economy versus monetizing bad government debt for which there is no … Continue reading
Posted in Black Swan Watch, Japan, Monetary Policy, Sovereign Debt
Tagged Bank of Japan, Debt Monetization, Japan, Yen
3 Comments
Don’t Fight the Bank of Japan!
The Nikkei 225 has been flying, while the global markets are down to flat, since the November 5th Bank of Japan announcement that it would be purchasing equity ETFs as part of its QE program (click here for our post). … Continue reading
Bank of Japan Outlines Nikkei ETF Purchases
After yesterday’s FOMC action and Ben Bernanke’s Op/Ed in the Washington Post essentially stating the Fed is targeting the stock market, we now get the Bank of Japan’s outline for asset purchases. Next week the BoJ begins buying Nikkei and … Continue reading
Posted in Black Swan Watch, Commodities, Gold, Monetary Policy, Policy
Tagged Bank of Japan, Nikkei ETF Purchases, Statement on Monetary Policy
1 Comment
Gold and the QE War?
This is going to an interesting week for gold. We expect some currency fireworks as the Bank of Japan draws a line in the sand for the Yen around the 80 level. Will the Japanese respond to QE2 with more … Continue reading
Posted in Currency, Gold, Monetary Policy, News, Policy
Tagged Bank of Japan, Gold, QE2, Yen
Leave a comment
The Three Legs of the Q4 Melt-up
1) Under allocated investors… 2) Expectation of a Republican victory in the November election… 3) The Flood of Liquidity unleashed by ultra-loose global monetary policy… “The Bank of Japan will encourage the uncollateralized overnight call rate to remain at around … Continue reading
Posted in Commodities, Credit, Currency, Equities
Tagged Bank of Japan, Commodities, Equites, Fed, Gold, Melt-up, Monetary Policy
Leave a comment
Central Banks Gone Wild: Paulson Says Gold Price to $4,000
The Gold fear trade is back on. That is, traders and investors fear they are not long enough. The Bank of Japan really got the party started as Bloomberg reports, “The unexpected decision by the Japanese central bank yesterday to … Continue reading
Posted in BRICs, Commodities, Credit, Currency, Gold, Monetary Policy
Tagged Bank of Japan, Commodities, Gold, Monetary Policy
Leave a comment