I Hope I'm Wrong About This...
Bonner & Partners - Seeking Alpha - Tue Mar 17, 5:46AM CDT
By Bill Bonner Today, I'm going to tell you about the end of the world. Not the end of the world exactly. But the end of the fiat money system President Nixon gave birth to in 1971... when he cut the dollar loose from gold. And it may feel like...
JGBL: 21.48 (-0.39), SCHZ: 52.83 (+0.13), BOND: 110.19 (+0.10), VBND: 50.32 (+0.16), FBND: 50.81 (+0.23), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), EU: 20.54 (-0.08), IUSB: 102.53 (+0.33), SAGG: 32.67 (-0.41), GBF: 115.47 (+0.47), AGG: 111.32 (+0.34), BND: 83.32 (+0.22), LAG: 58.88 (+0.25), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
Long Humanity - The Case For Change In Central Bank Governance
Andrew Gapski - Seeking Alpha - Mon Mar 16, 6:23AM CDT
The Japanese Fiscal Situation and BOJ QE - An Example of Financial Markets Enabling Poor Policy As outlined in the point form notes above, and as is well known by most individuals who pay attention to financial market news, the debt situation in...
JGBS: 18.17 (+0.02)
David Skarica: Small Short Positions Right Now Can Make You A Fortune In A Black Swan Event
Palisade Radio - Seeking Alpha - Wed Mar 11, 10:47AM CDT
We have returning guest David Skarica with us in this week's interview. David is well known in the investment industry for being the youngest person (at age 18) to complete the Canadian securities course and become a stock broker. David now writes...
JGBL: 21.48 (-0.39), SGOL: 115.86 (+1.34), OUNZ: 11.79 (+0.12), GLD: 113.57 (+1.28), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), IAU: 11.44 (+0.13), AGOL: 113.86 (unch), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
BOJ's Kiuchi challenges growth projections, stimulus effect
Seeking Alpha - at Seeking Alpha - Thu Mar 05, 4:05AM CST
JYN: 47.40 (-0.75), JGBL: 21.48 (-0.39), DXJF: 27.32 (+0.31), JPMV: 57.67 (+0.61), DXJH: 31.30 (+0.40), JSC: 52.70 (+0.84), JGBT: 26.07 (+0.16), DFJ: 54.84 (+0.83), JGBS: 18.17 (+0.02), DXJS: 34.39 (+0.42), DXJR: 28.00 (+0.09), DXJT: 30.21 (+0.32), EWJ: 12.81 (+0.20), NKY: 19.38 (+0.35), DXJ: 56.03 (+0.41), YCL: 13.95 (+0.18), ITF: 54.87 (+0.74), QJPN: 66.59 (+0.89), DBJP: 42.17 (+0.36), YCS: 89.12 (-1.41), JPP: 48.16 (+0.75), EZJ: 99.33 (+3.08), DXJC: 28.45 (+0.13), JPNL: 57.79 (+2.66), FXY: 80.98 (+0.65), SCJ: 57.45 (+0.80), EWV: 50.27 (-1.14), HEWJ: 30.96 (+0.33), FJP: 50.61 (+0.48), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
Understanding Geopolitics In The Bond Market
Will Healy - at Seeking Alpha - Tue Feb 24, 2:17PM CST
TBF: 23.84 (-0.13), USD: 95.68 (+3.31), GLD: 113.57 (+1.28), JGBS: 18.17 (+0.02), SLV: 16.00 (+0.56), PPLT: 110.29 (+1.44), TBT: 41.44 (-0.47)
Japan Lifts Out Of Recession, Boosting Equities And Hitting Bonds
Markit - Seeking Alpha - Tue Feb 17, 8:05AM CST
Official data have finally caught up with the survey data, signalling that Japan pulled out of its recession late last year. The improvement represents a setback to those anticipating imminent additional stimulus from the Bank of Japan. Government...
JGBL: 21.48 (-0.39), EWV: 50.27 (-1.14), NKY: 19.38 (+0.35), DXJ: 56.03 (+0.41), HEWJ: 30.96 (+0.33), ITF: 54.87 (+0.74), JPNL: 57.79 (+2.66), DBJP: 42.17 (+0.36), JGBT: 26.07 (+0.16), JPP: 48.16 (+0.75), JGBS: 18.17 (+0.02), EZJ: 99.33 (+3.08), FJP: 50.61 (+0.48), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22), EWJ: 12.81 (+0.20)
Rush Out Of JGBs Starting?
Vincent Cate - Seeking Alpha - Tue Feb 17, 4:32AM CST
Over the last month JGB rates and prices have been on the move: (click to enlarge) In the last month the yield on 10-year bonds has doubled from 0.22% to 0.44%. This means half the interest earned over the next 10 years just covers the drop...
JGBL: 21.48 (-0.39), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
Betting Against Japan: The Straddle Of The Century
Will Healy - at Seeking Alpha - Mon Feb 16, 9:30AM CST
JGBS: 18.17 (+0.02)
The Myth Of Central Bank Stimulus And Economic Recovery
Elite Wealth Management - at Seeking Alpha - Thu Feb 05, 5:02PM CST
JGBL: 21.48 (-0.39), TAPR: 29.23 (-0.27), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), EU: 20.54 (-0.08), JGBB: 49.31 (-0.03), GOVT: 25.50 (+0.04), PLW: 33.61 (+0.10), JGBD: 14.88 (-0.22)
More stimulus on the way as dove joins BOJ board?
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 2:36PM CST
JGBL: 21.48 (-0.39), JYN: 47.40 (-0.75), DXJF: 27.32 (+0.31), JPNL: 57.79 (+2.66), JGBT: 26.07 (+0.16), FXY: 80.98 (+0.65), JGBS: 18.17 (+0.02), EWJ: 12.81 (+0.20), DXJ: 56.03 (+0.41), NKY: 19.38 (+0.35), EWV: 50.27 (-1.14), HEWJ: 30.96 (+0.33), YCL: 13.95 (+0.18), ITF: 54.87 (+0.74), DBJP: 42.17 (+0.36), YCS: 89.12 (-1.41), JPP: 48.16 (+0.75), EZJ: 99.33 (+3.08), FJP: 50.61 (+0.48), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
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: 21.48 (-0.39), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
Focus On Very Important JPY Economic Calendar Events - 5th Week Of 2015
FX Analyst - at Seeking Alpha - Sun Jan 25, 11:38AM CST
JGBL: 21.48 (-0.39), JYN: 47.40 (-0.75), YCL: 13.95 (+0.18), JGBT: 26.07 (+0.16), YCS: 89.12 (-1.41), FXY: 80.98 (+0.65), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
BOJ mulls negative consequences of QE
Seeking Alpha - at Seeking Alpha - Thu Jan 15, 12:29PM CST
JGBL: 21.48 (-0.39), DXJF: 27.32 (+0.31), JPNL: 57.79 (+2.66), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), EWJ: 12.81 (+0.20), DXJ: 56.03 (+0.41), NKY: 19.38 (+0.35), EWV: 50.27 (-1.14), HEWJ: 30.96 (+0.33), ITF: 54.87 (+0.74), DBJP: 42.17 (+0.36), JPP: 48.16 (+0.75), EZJ: 99.33 (+3.08), FJP: 50.61 (+0.48), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
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: 21.48 (-0.39), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
10-year Treasury yield dips below 2%
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 6:16AM CST
JGBL: 21.48 (-0.39), TLH: 138.81 (+0.75), DLBL: 76.53 (-0.18), TLO: 75.71 (+0.46), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), BNDX: 54.07 (+0.05), UBT: 87.85 (+1.14), TLT: 131.51 (+0.69), TBT: 41.44 (-0.47), DLBS: 19.31 (-0.39), ZROZ: 128.28 (+0.79), TTT: 35.27 (-0.59), TYBS: 21.87 (+0.11), BWX: 53.13 (+0.64), ITLY: 31.50 (+0.12), TENZ: 87.46 (+0.56), ITLT: 65.98 (-0.71), EDV: 132.00 (+0.92), GGOV: 35.62 (-1.63), TMV: 26.26 (-0.43), LBND: 60.76 (+0.90), SBND: 4.17 (-0.06), TBF: 23.84 (-0.13), BUNT: 52.90 (-0.39), IGOV: 92.00 (+1.25), VGLT: 80.81 (+0.37), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22), TMF: 96.98 (+1.44), BUNL: 28.13 (+0.13)
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: 21.48 (-0.39), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
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: 21.48 (-0.39), JYN: 47.40 (-0.75), YCL: 13.95 (+0.18), JGBT: 26.07 (+0.16), YCS: 89.12 (-1.41), FXY: 80.98 (+0.65), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
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: 21.48 (-0.39), JYN: 47.40 (-0.75), YCL: 13.95 (+0.18), JGBT: 26.07 (+0.16), YCS: 89.12 (-1.41), FXY: 80.98 (+0.65), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
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: 21.48 (-0.39), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)
Moody's downgrades Japan's sovereign debt rating
Seeking Alpha - at Seeking Alpha - Mon Dec 01, 3:48AM CST
JGBL: 21.48 (-0.39), JGBT: 26.07 (+0.16), JGBS: 18.17 (+0.02), JGBB: 49.31 (-0.03), JGBD: 14.88 (-0.22)