Japanese US bond investors have large unrealised losses and may need to sell

Поделиться
HTML-код
  • Опубликовано: 22 июн 2024
  • Norinchukin Bank, Is one of the largets holders of US bonds, and Japanese investors are the largest foreign holders of US Bonds. The end of the carry trade and slower than expected interest rate cuts are cited as Norinchukin Bank's reason for divesting from their US bond portfolio.
    Emerging market currencies are weak, the Swiss Franc is slightly weaker after a surprise cut in interest rates from the SNB.
    Look for Fedex earnings this week as a leading indicator.
    Bank of Japan BOJ is watching the Yen closely.
    Mark Williams, Francois Savary

Комментарии • 30

  • @user-fm6yz6ob2x
    @user-fm6yz6ob2x 5 дней назад +1

    François and Mark's Monday breakfast discussion is a great start to the week.

    • @9to5live
      @9to5live  5 дней назад +1

      Oh yes it is. Brew yourself a coffee

  • @markwilliams3176
    @markwilliams3176 3 дня назад +2

    I hope the Yen carry trade isn’t forcibly unwound all at once

    • @9to5live
      @9to5live  3 дня назад +1

      I hope so too because the panic would be similar to a Tsunami

  • @AndreFaucillon
    @AndreFaucillon 5 дней назад +1

    Great job guys!

    • @9to5live
      @9to5live  5 дней назад +1

      Thank you Sir, Every Monday

  • @zuzizs1628
    @zuzizs1628 5 дней назад +1

    Very interesting video; so what happens next.?

    • @9to5live
      @9to5live  5 дней назад +1

      It depends, If all Japanese investors sell their US bond holding then this will exert negative price pressure on US government debt.

  • @josdesouza
    @josdesouza 4 дня назад +1

    And if they are, so what?

    • @9to5live
      @9to5live  4 дня назад +1

      It may or may not have an influence on bond prices..

  • @jerronng6036
    @jerronng6036 4 дня назад +1

    Sell to preserve yourself.

    • @9to5live
      @9to5live  4 дня назад +1

      Maybe, maybe not, the extra supply may get soaked up by investors on expectations of lower interest rates

  • @MarcusChen-h5r
    @MarcusChen-h5r 4 дня назад +8

    I’ve been making a lot of losses trying to make profit trading. I thought trading on a demo account is just like trading the real market..Can anyone help me out or at least advise me on what to do?

    • @JessicaPhillips-rd1nn
      @JessicaPhillips-rd1nn 4 дня назад +1

      I will advice you should stop trading on your own if you keep losing.

    • @JessicaPhillips-rd1nn
      @JessicaPhillips-rd1nn 4 дня назад +1

      If you can, then get a professional to trade for you I think that way your assets are more secure.

    • @JessicaPhillips-rd1nn
      @JessicaPhillips-rd1nn 4 дня назад +1

      I’d recommend Trisha Davis, her profit is great even when there’s a dip

    • @9to5live
      @9to5live  4 дня назад +1

      My thoughts exactly

    • @LilyRhoades-s9y
      @LilyRhoades-s9y 4 дня назад +1

      Hey i'm shocked you just mentioned and recommended trisha davis, i thought i was the only one trading with her