Tag Archives: JGBs

Major Holders of Japanese Govt Bonds (JGBs)

Posted on March 7, 2012 by macromon

Note the central bank holdings are increasing significantly . (click here if chart is not observable)

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Dollar Yen Pierces Long-Term Downtrend Line

Posted on January 24, 2012 by macromon

Our friends over at Lighthouse Securities posted a nice chart and great analysis on today’s $/Yen’s break of its two-year downtrend line.    We’re sensing this could be one of the big macro trades of 2012. As Europe works through … Continue reading →

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Japan Opposition Plans for “X-day” Bond Crash

Posted on December 22, 2010 by macromon

Japan’s opposition Liberal Democratic Party (LDP)  says the government’s spending plans increase the risk of a collapse in the country’s bond market.   Bloomberg reports, “We’re approaching a danger zone where bond prices could plunge,” Yoshimasa Hayashi, the Liberal Democratic Party’s … Continue reading →

Posted in Black Swan Watch, Bonds, Sovereign Debt, Sovereign Risk | Tagged , , , | 5 Comments