Japan is now driving US yields | The Big Conversation | Refinitiv
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- Опубликовано: 26 окт 2022
- This week Real Vision’s Jamie McDonald uses best in class data to tackle the question of why US yields continue to rise despite deteriorating economic conditions. The answer possibly lies a very long way from the US, in Japan. This week the BoJ intervened once again to stabilize their currency and that means selling treasuries - a lot of them.
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Camera guy should raise the power on the beauty lamp and stop up the camera to darken the background. Then turn on the under counter lights to create some nice background incandescent glow. One way to make this environment look great with little cost.
The Big Conversation is the best summary on current market conditions that is available for free
His conclusion was so confusing..
"Despite all the gloom and doom, buyers are ready to buy and fewer people see further drawdowns" but that's a warning sign??
So despite all the gloom and doom, there should be doom and gloom? huh?
Are the Japanese buying or not?
Yields are driven by fundamentals, at least it started that way, but it has been exacerbated by Japanese need for easing. As rates continue to rise globally, remember this means capital outflows rise in Japan to more attractive rates. It's very circular as he stated... however, only way to put a stop to rising US yields is if the FED pauses or we see material weakness in the employment numbers. However, leading indicators are pointing to a severe downturn while investors are piling into equities like we will avoid a recession, despite "sentiment" being negative, so the positioning doesn't reflect that. It's bad because once a recession becomes more and more apparent those very same inflows will come right back out.
You made the Japan problem easy to understand
TBC are always insightful
Ps this short form content is VERY nice.
Great breakdown and insight into this!
Excellent show - thanks guys
Nice explanation.
I reckon this dude has got some Italian in his genome. Those hand gesticulations give it away! Presenting from a kitchen is the other big clue!
You can call me Sherlock 😂
Nice clear loud communicator..well done
But why are the Japanese obsessed with a low yield target and not just for Japan but the US?
*🕉️ 🚩 🇮🇳 INDIA 🇮🇳 🚩 🕉️*
A warning sign in terms of the herd is always wrong?
Right... QT has nothing to do with it (sarcasm people)
Odd word emphases - similar to that nauseating BBC political commentator Nick Watt
Why is there a guy in a kitchen talking in a cheesy forced tone about JPY?