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https://twitter.com/leadlagreport/status/1884047245156171889 Breakdown of how the Bank of Japan’s rate hike impacts costs globally, especially due to the yen carry trade: Global asset markets Investors who borrowed yen to invest in higher-yielding foreign assets may reduce exposure or sell assets to cover higher borrowing costs. This could lead to declining stock …
Told you… so many times… 😓 But no worries, #BOJ cannot afford to turn off the $JPY printer as you can see from the next line… https://t.co/onTdK9C5S9 pic.twitter.com/C96vRVxxsI — JustDario 🏊♂️ (@DarioCpx) November 18, 2024 Someone should really tell the #BOJ that continuing to bluff about hiking rates so trading …
🚨 The markets are spooked. The stink from the deteriorating fundamentals and overleveraged consumers are seeping. The BOJ's rate hike just sped up the process. Now, the markets are beyond spooked, BOJ will raise interest again and it had happened before – a reality check 🧵 — Unicus (@UnicusResearch) August …
Overnight, the BOJ fueled a global RISK ON rally with their announcement that there will be no further rate hikes while markets are "unstable":https://t.co/nX1iahwa8M For pundits such as Zerohedge who are still asserting that a mere .25% rate hike imploded the global Ponzi… pic.twitter.com/38TOmfe5gR — Mac10 (@SuburbanDrone) August 7, 2024 …
The Japan 10y swap goes beyond the 1% ceiling, BOJ's UEDA in shambles pic.twitter.com/MDrgOWzNgg — Alessio (@AlessioTMAD) October 31, 2023 The BOJ's strategy seems to be as obscure as possible as it tiptoes away from yield curve control. What does this even mean? “We decided that it’s appropriate to increase …
