8 Aug 2024
This is what triggered a global-scale sell-off of every major asset class...
A harsh remainder how shaky the global financial system is... Source: Bank of Japan, Sina 21st Capital on X
8 Aug 2024
This is the ultimate reason why the Bank of Japan ‘needs to maintain monetary easing.’ DEBT
i.e the yen carrytrade is likely to resume sooner rather than later Source: Jeroen Blokland
7 Aug 2024
It seems that many companies are in desperate need for rate cuts...
Source: Bloomberg
7 Aug 2024
BREAKING: Is the BoJ capitulating?
The Bank of Japan Deputy Governor says they WON’T raise rates when the market is unstable. The Yen is getting absolutely destroyed…and the Nikkei is up nearly +3%, Nasdaq Futures is up +1.2% A wild start of August... Source: TradingView
6 Aug 2024
US 2s/10s yield spread is now flat for the 1st time since 2022 on aggressive repricing of Fed rate cuts
US 2y yields have plunged by 70bps to 3.69% since last Wed while US 10y yields only dropped by 40bps in the same time. Source: Bloomberg, holgerZ
5 Aug 2024
Fed's emergency rate cut never happened when the VIX was below 40.
It seems that we are getting there... Source chart: Yahoo finance
5 Aug 2024
💥 Treasuries surge as traders bet on emergency Fed rate cut 💥
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5 Aug 2024
What a chart...
Source. Michel.A Arouet, Ht @MacroKova, Convera, Macrobond
