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- bartholemew commented Jun 20, 2024
"I mean, we might. We could. We're thinking about it."
- bartholemew commented Jun 20, 2024
"Be warned - we might bring a sternly-worded letter to this gunfight."
- bartholemew commented Apr 10, 2024
Bring a strongly-worded letter to a gunfight, go home with a strongly-worded letter full of bullet holes.
- bartholemew commented Apr 5, 2024
BOJ: Here is the level you need to test. Markets: Okie-dokie. You do realize we have way more firepower than you, always have, and always will...right?
- bartholemew commented Apr 5, 2024
BOJ: We would like to announce that we are possibly maybe thinking about doing something someday. Sound the trumpets. Markets: We've been here all this time, actively doing things, and thus it will ever be.
- bartholemew commented Apr 1, 2024
Bringing a sternly-worded letter to a gunfight.
- bartholemew commented Mar 26, 2024
Bringing a sternly-worded letter to gunfight. Might result in a moment of pause to read the letter, for purposes of amusement.
- bartholemew commented Mar 19, 2024
Their FX reserves available to directly intervene in FX markets are no match for the markets. Not even close. Any FX intervention effects will be minor both in price and in time. The markets will steamroll them within 24-48 hours. They will only ...
- bartholemew commented Mar 19, 2024
No material change to bond purchases means everything is still hypothetical. FX markets already know what to do with any FX intervention threats (immediately test and destroy them).
- bartholemew commented Mar 19, 2024
If BOJ is going to take on the FX markets they need to treat it like the close-quarters knife fight that it is. A knife blade is best felt and not seen in such a situation. Announcing beforehand what you might theoretically do only stokes the FX ...
- bartholemew commented Oct 23, 2022
BOJ is "carefully considering the market's request" that the JPY go even lower immediately...
- bartholemew commented Oct 21, 2022
If you're trying to fade the BoJ here on a Friday, you're risking getting run over by a 2nd wave of intervention early Monday Tokyo time, when FX liquidity is low and their limited firepower has more leverage.
- bartholemew commented Oct 20, 2022
Two words - Crowded Trade.
- bartholemew commented Jun 24, 2022
Short JPY is the most crowded trade in the FX market. The reversal, when it happens, will be brutal.
- bartholemew commented Jun 17, 2022
Probably the most crowded trade in the entire FX market right now.
- bartholemew commented Jun 17, 2022
Probably the most crowded trade in the entire FX market right now.
- bartholemew commented Jun 16, 2022
The JPY carry trade - the more sure you are, the more wrong you can be. Looking like Wile E. Coyote time.
- bartholemew commented Jun 6, 2022
Long UJ is a very very crowded trade. The Wile E. Coyote moment is coming.
- bartholemew commented Apr 28, 2022
MUTO fight at the moment between 130 and 131...