by K-man | April 23rd, 2019, 13:36:25 | News
Flash crash, melt up or nothing at all? About a month ago, I wrote about this period coming up at the end of this week with all its uncertainties. Here we are then, Golden Week combined with the passage of Emperors, the start of the “Reiwa” era, begins on...
by K-man | March 23rd, 2019, 17:33:22 | BOJ, Japan, News
A Japanese Emperor change is coming. Hi all, I needed to read this FT article a few times to make sure I got it right. Japan will virtually be out for TEN DAYS when Emperor Akihito will abdicate and be replaced by his son Naruhito. From 27th April ongoing,...
by Ryan Littlestone | October 26th, 2018, 09:50:39 | News, Options
Just an early heads up It’s Whopper Wednesday next week in the USDJPY options, with a growing expiry at 111.60. It’s 3.88bn currently. Myself and Kman have had some discussion about what it might be (BOJ hedging, M&A hedging, technical related, EoM...
by K-man | September 19th, 2018, 02:52:12 | BOJ, Central Banks
BOJ monetary policy report 19.09.2018. Maintains interest rate at -0.10% Maintains 10 yr YCC at -.0.2%-+0.2% band Maintains annual pace of JGB buying target at about 80T JPY Maintains annual pace of ETF purchases at about 6.0T JPY Vote 7-2, same dissenters. Will keep...
by K-man | September 18th, 2018, 15:57:26 | BOJ, Central Banks
BOJ preview for tonight 19.09.2018 With all that’s going on LDP elections’ side on Thursday, trade talks between Motegi-Lighthizer and Abe-Trump to be confirmed, my personal expectations for any BOJ move are close to zero for tonight. Fin Min Aso seemed to...
