Analysts warn of the risk of Japan raising interest rates: August "Black Monday" is just a preview of a bigger disaster.
①Arif Husain, the head of the fixed income department at Puxin, warns that the "Black Monday" in August is just the initial stage of this disaster and there will be more market fluctuations in the future; ②He believes that the tightening of monetary policy by the Bank of Japan and its impact on global capital flows are not simple, and it will have a huge impact in the coming years.
In last week's market crash, this hedge fund made a profit of $0.27 billion.
Hedge fund Caxton Associates bet on US Treasury bonds and the Japanese yen, becoming one of the big winners in the market turbulence in early August.
Just now, the Bank of Japan surrendered by "dovish" policy.
Under strong selling pressure, the Bank of Japan has turned dovish again, and arbitrage trading has resumed, and the yen may return to the situation of being heavily shorted. Some commentaries predict that malignant inflation will return as the Bank of Japan continues to maintain a cautious stance, and the yen exchange rate will hit new lows in the "near future".
Another round of pre-announcement before the release! Will Japan raise interest rates and shrink its balance sheet at the same time? Technology stocks plummeted in response to the news overnight, and the Japanese yen rose.
NHK reports that the Bank of Japan is discussing raising interest rates to 0.25%, and combined with previous analyses, the central bank may propose specific measures to reduce the balance sheet at this meeting. Will this 'double whammy' affect global markets today?
The Japanese stock market is on fire, and so is the financial world. The roadshow is busy
As Japan's economy recovers, investors urgently need high-quality market research to help them make smarter investment decisions. In order to meet customer needs, Wall Street firms have stepped up their roadshows and directly hired Japanese analysts to have face-to-face communication with customers to attract customers to bet on the Japanese market.
Bloomberg: BOJ Hikes Rates, No Indication of Further Tightening