The Myth Of Central Bank Stimulus And Economic Recovery
Elite Wealth Management - at Seeking Alpha - Thu Feb 05, 5:02PM CST
JGBL: 21.50 (unch), TAPR: 31.63 (+0.44), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), EU: 20.54 (-0.08), JGBB: 49.57 (+0.11), GOVT: 25.33 (-0.06), PLW: 33.20 (-0.21), JGBD: 15.54 (+0.04)
More stimulus on the way as dove joins BOJ board?
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 2:36PM CST
JGBL: 21.50 (unch), JYN: 48.15 (unch), DXJF: 24.98 (+0.57), JPNL: 47.02 (+1.91), JGBT: 25.51 (-0.04), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), EWJ: 11.93 (+0.14), DXJ: 51.69 (+0.57), NKY: 17.98 (+0.14), EWV: 57.41 (-1.86), HEWJ: 28.57 (+0.39), YCL: 14.33 (+0.04), ITF: 51.12 (+0.79), DBJP: 38.86 (+0.50), YCS: 87.47 (-0.07), JPP: 44.14 (unch), EZJ: 86.49 (+2.11), FJP: 47.44 (+0.59), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Bond Volatility Dampens Demand For Japan Issue
Learn Bonds - at Seeking Alpha - Tue Feb 03, 5:55PM CST
Recent volatility in the bond market, driven by major macro decisions by the world’s central banks, hit the government of Japan on Tuesday. The country’s issue of debt worth ¥2.4 trillion, roughly $20.5 billion, resulted in a lowest...
JGBL: 21.50 (unch), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Focus On Very Important JPY Economic Calendar Events - 5th Week Of 2015
FX Analyst - at Seeking Alpha - Sun Jan 25, 11:38AM CST
JGBL: 21.50 (unch), JYN: 48.15 (unch), YCL: 14.33 (+0.04), JGBT: 25.51 (-0.04), YCS: 87.47 (-0.07), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
BOJ mulls negative consequences of QE
Seeking Alpha - at Seeking Alpha - Thu Jan 15, 12:29PM CST
JGBL: 21.50 (unch), DXJF: 24.98 (+0.57), JPNL: 47.02 (+1.91), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), EWJ: 11.93 (+0.14), DXJ: 51.69 (+0.57), NKY: 17.98 (+0.14), EWV: 57.41 (-1.86), HEWJ: 28.57 (+0.39), ITF: 51.12 (+0.79), DBJP: 38.86 (+0.50), JPP: 44.14 (unch), EZJ: 86.49 (+2.11), FJP: 47.44 (+0.59), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Shorting Japanese Bonds A Better Bet Than Shorting Treasuries
Aztocas - Seeking Alpha - Mon Jan 12, 2:45PM CST
For a few years now, many have been waiting on the Fed to increase rates and for the U.S. treasury and bond markets to collapse. That hasn't happened, and for those trying to profit through the use of an ETF like TBT (a double short of the 20+ US...
JGBL: 21.50 (unch), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
10-year Treasury yield dips below 2%
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 6:16AM CST
JGBL: 21.50 (unch), TLH: 136.86 (-0.66), DLBL: 78.14 (+0.78), TLO: 73.76 (-0.77), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), BNDX: 53.60 (-0.11), UBT: 83.49 (-1.42), TLT: 128.19 (-1.33), TBT: 44.22 (+0.88), DLBS: 20.57 (+0.51), ZROZ: 123.35 (-1.57), TTT: 38.96 (+1.14), TYBS: 22.40 (+0.20), BWX: 54.15 (-0.08), ITLY: 31.58 (unch), TENZ: 86.50 (-0.21), ITLT: 65.95 (unch), EDV: 126.88 (-1.85), GGOV: 36.80 (-0.99), TMV: 29.17 (+0.87), LBND: 56.35 (-2.05), SBND: 4.44 (+0.08), TBF: 24.63 (+0.25), BUNT: 50.82 (-0.29), IGOV: 94.02 (-0.09), VGLT: 78.92 (-0.70), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04), TMF: 90.04 (-2.88), BUNL: 27.48 (+0.05)
JGBs Are Doomed Because Of... Demographics? Good Grief.
Brian Romanchuk - at Seeking Alpha - Mon Jan 05, 8:38PM CST
After losing money for almost two decades on the thesis that "the IMF-calculated gross debt-to-GDP ratio for Japan is too high," JGB bears are rotating into another structural thesis why the JGB market must collapse -- demographics. (Why...
JGBL: 21.50 (unch), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
The Keynesian End Game Crystalizes In Japan's Monetary Madness
David Stockman - Seeking Alpha - Mon Dec 29, 3:10PM CST
If the BOJ’s mad money printers were treated as monetary pariahs by the rest of the world, it would at least imply that a modicum of sanity remains on the planet. But just the opposite is the case. Establishment institutions like the IMF, the...
JGBL: 21.50 (unch), JYN: 48.15 (unch), YCL: 14.33 (+0.04), JGBT: 25.51 (-0.04), YCS: 87.47 (-0.07), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
The Curse Of Keynesian Dogma: Japan's Lemmings March Toward The Cliff Chanting 'Abenomics'
David Stockman - Seeking Alpha - Mon Dec 15, 2:38PM CST
According to Takahiro Mitani, trashing your currency, destroying your bond market and gutting the real wages of domestic citizens is a sure fire ticket to economic success. Yes, that’s what the man says, “I have no doubt that the...
JGBL: 21.50 (unch), JYN: 48.15 (unch), YCL: 14.33 (+0.04), JGBT: 25.51 (-0.04), YCS: 87.47 (-0.07), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Why The JGB Market Ignored Moody's Downgrade
Brian Romanchuk - Seeking Alpha - Wed Dec 03, 1:30PM CST
Moody's rating agency downgraded Japan to A1 from Aa3 on December 1st. The non-reaction by the JGB market was a cause for some amusement; once again stern warnings by ratings agency analysts are essentially being laughed at. This is not complacency...
JGBL: 21.50 (unch), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Moody's downgrades Japan's sovereign debt rating
Seeking Alpha - at Seeking Alpha - Mon Dec 01, 3:48AM CST
JGBL: 21.50 (unch), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Nikkei climbs; Japan bond yield goes negative
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 1:37AM CST
JGBL: 21.50 (unch), DXJF: 24.98 (+0.57), JPMV: 52.66 (unch), DXJH: 27.88 (unch), JSC: 49.69 (+0.64), JGBT: 25.51 (-0.04), DFJ: 51.15 (+0.54), JGBS: 18.30 (unch), DXJS: 31.53 (+0.26), DXJR: 26.71 (+0.58), EWJ: 11.93 (+0.14), DXJT: 27.18 (+0.48), NKY: 17.98 (+0.14), DXJ: 51.69 (+0.57), ITF: 51.12 (+0.79), QJPN: 60.57 (unch), DBJP: 38.86 (+0.50), JPP: 44.14 (unch), EZJ: 86.49 (+2.11), DXJC: 26.38 (+0.31), JPNL: 47.02 (+1.91), SCJ: 54.06 (+0.73), EWV: 57.41 (-1.86), HEWJ: 28.57 (+0.39), FJP: 47.44 (+0.59), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Passing The Baton: Can Central Banks Transfer Credit Creation To Commercial Banks?
Invesco US - at Seeking Alpha - Wed Nov 19, 7:10PM CST
By John Greenwood After several iterations of quantative easing (QE) programs in developed markets, passing the credit creation baton from central banks to commercial banks is the next step required for sustainable recovery. The key question is...
JGBL: 21.50 (unch), TAPR: 31.63 (+0.44), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), EU: 20.54 (-0.08), JGBB: 49.57 (+0.11), GOVT: 25.33 (-0.06), PLW: 33.20 (-0.21), JGBD: 15.54 (+0.04)
Japan's Last Stand
Michael Pento - Seeking Alpha - Tue Nov 18, 6:15AM CST
There is a popular American military term called a “last stand”, which is meant to describe a situation where a combat force attempts to hold a defensive position in the face of overwhelming odds. The defensive force usually sustains very...
JYN: 48.15 (unch), JGBL: 21.50 (unch), DXJF: 24.98 (+0.57), JPMV: 52.66 (unch), DXJH: 27.88 (unch), JSC: 49.69 (+0.64), JGBT: 25.51 (-0.04), DFJ: 51.15 (+0.54), JGBS: 18.30 (unch), DXJS: 31.53 (+0.26), DXJR: 26.71 (+0.58), DXJT: 27.18 (+0.48), EWJ: 11.93 (+0.14), NKY: 17.98 (+0.14), DXJ: 51.69 (+0.57), YCL: 14.33 (+0.04), ITF: 51.12 (+0.79), QJPN: 60.57 (unch), DBJP: 38.86 (+0.50), YCS: 87.47 (-0.07), JPP: 44.14 (unch), EZJ: 86.49 (+2.11), DXJC: 26.38 (+0.31), JPNL: 47.02 (+1.91), FXY: 81.87 (+0.09), SCJ: 54.06 (+0.73), JPNS: 24.62 (+0.12), EWV: 57.41 (-1.86), HEWJ: 28.57 (+0.39), FJP: 47.44 (+0.59), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
The JGBD As An Asymmetrical Bet On Abe's Political Woes
FX Analyst - at Seeking Alpha - Sat Nov 15, 8:30AM CST
JGBD: 15.54 (+0.04)
Throwing In The Towel On Japan
Joseph Calhoun - Seeking Alpha - Tue Nov 11, 5:12PM CST
By Jeffrey P. Snider In what can only be an intentional trial balloon, the Abe government in Japan is making noise about delaying the next scheduled tax increase. Considered to be one of the important "arrows" in Abenomics, this is an...
JGBL: 21.50 (unch), JYN: 48.15 (unch), YCL: 14.33 (+0.04), JGBT: 25.51 (-0.04), YCS: 87.47 (-0.07), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Oil Price Fall Set To Push Japan Back Into Deflation
Paul Hodges - Seeking Alpha - Wed Nov 05, 11:33AM CST
Could Japan actually go bankrupt at some point in the future? This was the question left hanging in the air after Friday's panic at the Bank of Japan, when its Governor forced through his new stimulus policy on a 5 - 4 vote. Financial markets' first...
JGBL: 21.50 (unch), JYN: 48.15 (unch), YCL: 14.33 (+0.04), JGBT: 25.51 (-0.04), YCS: 87.47 (-0.07), FXY: 81.87 (+0.09), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)
Hedge Against Risk Of Japanese Hyperinflation With JGBD
FX Analyst - at Seeking Alpha - Tue Nov 04, 1:42AM CST
JGBD: 15.54 (+0.04)
Impending Shortage Of JGB Fools
Vincent Cate - Seeking Alpha - Mon Nov 03, 3:46PM CST
As a central bank drives up bond prices investors can make money holding bonds, even at low interest rates. However, at some point the prices get so high and interest rates so low that you really need a greater fool to buy them. Currently the ...
JGBL: 21.50 (unch), JGBT: 25.51 (-0.04), JGBS: 18.30 (unch), JGBB: 49.57 (+0.11), JGBD: 15.54 (+0.04)