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The Return of Yentervention

Weston Nakamura on Endgame Podcast with Peruvian Bull

An episode of the Across The Spread podcast, hosted by Weston Nakamura, titled "The Return of Yentervention" was published on May 16, 2024 and runs 71 minutes.

May 16, 2024 ·71m · Across The Spread

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Summary

Weston Nakamura's guest appearance on Endgame Podcast with  @peruvian_bull  discussing the Bank of Japan, Ministry of Finance and the latest round of yenterventions. Endgame Podcast: Welcome to the YenGame with Weston Nakamura(Filmed on Friday May 3rd 2024)2:10 Background of Bank of Japan's Radical Policy Experimentation 11:45 How Yield Curve Control Ultimately Failed19:30 Limitations To Further JGB Buying, And Unwinding22:57 The Carry Trade27:52 🇯🇵BOJ + 🇦🇺RBA’s Dual YCC, AUD/JPY Carry Trade, and Risk Assets in 202032:10 Current State of JPY Carry Trade37:15 Japan’s Playbook: “Aggressively Waiting” & The Unknown45:25 “Too Big To Fail Countries” - Japan’s Moral Hazard50:45 Yentervention Week and Near-Term Markets56:30 A Failed Yentervention: Japan’s Biggest Immediate-Term Fear58:50 MOF Is the Most Informed Market Parcipant1:02:55 Japan Capital Controls?1:06:38 Asia Regional Impact: Chinese yuan & Korean won1:17:50 US Treasuries Follow Peruvial Bull:dollarendgame.substack.comtwitter.com/peruvian_bull"Japan At War With Markets (I) - Anatomy of Yentervention Week"Read full article on Across The Spread HERE ☛ https://bit.ly/44IUcksSupport Across The Spread on Substack for original market insights and commentary.Follow on X: twitter.com/acrossthespreadacrossthespread.com Hosted on Acast. See acast.com/privacy for more information.

Episode Description

Weston Nakamura's guest appearance on Endgame Podcast with  @peruvian_bull  discussing the Bank of Japan, Ministry of Finance and the latest round of yenterventions.


Endgame Podcast: Welcome to the YenGame with Weston Nakamura

(Filmed on Friday May 3rd 2024)



2:10 Background of Bank of Japan's Radical Policy Experimentation

11:45 How Yield Curve Control Ultimately Failed

19:30 Limitations To Further JGB Buying, And Unwinding

22:57 The Carry Trade

27:52 🇯🇵BOJ + 🇦🇺RBA’s Dual YCC, AUD/JPY Carry Trade, and Risk Assets in 2020

32:10 Current State of JPY Carry Trade

37:15 Japan’s Playbook: “Aggressively Waiting” & The Unknown

45:25 “Too Big To Fail Countries” - Japan’s Moral Hazard

50:45 Yentervention Week and Near-Term Markets

56:30 A Failed Yentervention: Japan’s Biggest Immediate-Term Fear

58:50 MOF Is the Most Informed Market Parcipant

1:02:55 Japan Capital Controls?

1:06:38 Asia Regional Impact: Chinese yuan & Korean won

1:17:50 US Treasuries


Follow Peruvial Bull:

dollarendgame.substack.com

twitter.com/peruvian_bull


"Japan At War With Markets (I) - Anatomy of Yentervention Week"

Read full article on Across The Spread HERE ☛ https://bit.ly/44IUcks


Support Across The Spread on Substack for original market insights and commentary.

Follow on X: twitter.com/acrossthespread


acrossthespread.com

Hosted on Acast. See acast.com/privacy for more information.

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