JGB yields

The risk of a Japanese shock on precious metals

The remarks by Diet member Nagahama in favor of a Bank of Japan rate hike to correct the excessive weakness…

5 days ago

BoJ Rate Hike Weakens Yen transmission, Damping Bitcoin Volatility

The transmission mechanism Yen strength → USD/JPY depreciation → yen carry trade deleveraging → global liquidity contraction → BTC risk-asset…

4 weeks ago

Red Alert: A dovish Fed could trigger a $2 trillion “Unwind” in a few weeks

The amplification mechanism relies on the scissors effect between accommodative US monetary policy (Fed rate cuts of -25 to -50…

8 months ago