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BoJ's risk management rate hike in June
Ueda's speech, 10Y JGBs yields approach ceiling, time to end JGB market coordination
Jun 3
•
Mark Farrington
2
2
BoJ needs clear signs that it's free to act
Gov pressure, oil shocks, taper debate, FX intervention
May 27
•
Mark Farrington
4
1
The 40Y has out lived its usefulness
Higher rates, less demand for duration, CB inflation credibility lost
May 18
•
Mark Farrington
2
1
Most Popular
View all
BoJ fails the people on inflation
Apr 28
•
Mark Farrington
10
1
1
Life behind the curve
May 16
•
Mark Farrington
9
2
BoJ policy update amid market volatility
Jan 25
•
Mark Farrington
8
2
4
BoJ braces for the big week
Mar 14
•
Mark Farrington
8
1
Ueda didn't change BoJ rate-hike path
Apr 17
•
Mark Farrington
7
2
BoJ revising up growth
Feb 10
•
Mark Farrington
6
1
Latest
Top
Discussions
Life behind the curve
BoJ's own goal, weakened FX intervention credibility, behind the curve for the rest of the year
May 16
•
Mark Farrington
9
2
Bessent will deliver an unchanged message
Monetary policy is the solution, BoJ & MoF can deliver a flatter yield curve in June
May 9
•
Mark Farrington
4
2
1
BoJ fails the people on inflation
No independence here, the professional growth skeptics, BoJ as a source of risk
Apr 28
•
Mark Farrington
10
1
1
Ueda didn't change BoJ rate-hike path
OIS overreacted to uncertainty, normalisation steps are on more secure footing now
Apr 17
•
Mark Farrington
7
2
BoJ April rate hike still on
No government push back, inflation upside risk a worry, Takaichi staying in her lane
Apr 10
•
Mark Farrington
4
1
BoJ lays empirical groundwork for April hike
New core-CPI, revised Output Gap, defining the neutral rate
Mar 30
•
Mark Farrington
3
2
BoJ uncomfortable below neutral
Risk management hat on, chasing neutral higher, clearing the political runway
Mar 24
•
Mark Farrington
5
1
See all
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