Discover and read the best of Twitter Threads about #BOJ

Most recents (5)

🇺🇸 #SPX (1) | Equities ⬆ significantly since Dec. lows with participants not taking into account:
1/ the global synchronised slowdown that should be associated with a global trade contraction (YoY) soon
2/ the likely earnings recession in U.S. (and 🇪🇺)
🇺🇸 #SPX (2) | The move can be partly explained by the dovish switch in CBs:
1/ #Fed makes a pause in ⬆ rates and should should stop ⬇ its BS by year-end
2/ #ECB is likely to delay its 1st rate ⬆ and will launch new TLTROs
3/ #BOJ is considering 4 options for extra easing
🇺🇸 #SPX (3) | This easing charge has significant repercussions on asset prices leading to a sharp ⬆ of bonds trading with negative yields (up 60% since Oct. according to a Bloomberg/Barclays index)

#TINA can also explain why investors have rushed into other risky assets
Read 10 tweets
...provano a mostrare che questo sia un "mondo" meraviglioso quanto più possono...Eurodollar timidamente si porta a sostegno di #ES_F ma #FED Fund Futures segnalano ancora ZERO chance di un rate hike e sono ancora in negativo per il 2019!!!
...occhio qui ...liquidità dal Tesoro US...si partiva da 403, siamo 363...arrivo a 320 a marzo e 300 a giugno...è tutta liquidità che arriva al sistema, alla fine sulle riserve delle banche commerciali e che sostiene gli asset finanziari...#ES_F
...aggiornamento sulla liquidità globale,come detto il miglior indicatore di volatilità=liquidità lo avete dalla differenza tra max e min sul ticks Index US,serve uno "spread" >2.500 stabile altrimenti "no party"
CBs e Trump Boys sono in controllo totale, establishment brinda...
Read 594 tweets
...capito perché non se ne uscirà mai..?!?!
Dollar Shortage #FED
...le due chart "chiave"
Seguire #Fed fund rate futures e Eurodollar Futures oltre al libor è l'unica cosa che conta davvero e che impatta l'economia globale e la natura dei mercato aldilà degli algos telecomandati...
Libor up by 0.35 bps
Libor at 2.61813%
SPOT LOIS at 28.513
Read 135 tweets
riprendiamo questo discorso...
la "comica" corsa delle HFT firms ad avvicinarsi quanto più possibile ai server del CME (futures exchange)...
datacenterknowledge.com/cyrusone/cyrus…
...se parlate di mercati, cari i miei governanti, almeno cercate di conoscerne la struttura...ancora con il "floor"
6 maggio del 2010...la Grecia è al centro dell'attenzione mediatica mondiale e da li a poco la #ECB inizierà a comprare debito greco via SMP... ma quel giorno verrà ricordato come la massima espressione dei "fake markets" moderni, dominati dagli algos HFT
cnbc.com/video/30003772…
Read 120 tweets
Mizuho Bank 1/4: As widely expected #BoJ reduced the volume of #JGB purchases. It cut purchases in the 10~25yr segment to ¥180bn and in the 25yrs+ segment to ¥60bn. Both maturity buckets saw a ¥10bn reduction. Despite the reductions, market was firm & the curve flattened a little
Mizuho Bank 2/4: There was also limited reaction in the currency market, as was the case at the most recent reduction in late June in the 5~10yr bucket. The #BoJ will be pleased that the move has been seen as a technical adjustment rather than a policy-relevant change.
Mizuho Bank 3/4: We continue to believe that as long as yields remain low, it will be possible for the #BoJ to further reduce buying levels without provoking accusations of policy tightening.
Read 4 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just three indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!