Tag Archive: Nomura

Risk Off: Global Stocks Slide As “Fire And Fury” Results In “Selling And Fear”

2017-08-10

US futures are set for a sharply lower open (at least in recent market terms) following a steep decline in European stocks and a selloff in Asian shares, following yesterday's sharp escalation in the war of words between the U.S. and North Korea. In a broad risk-off move U.S. Treasuries rose, the VIX surged above 12 overnight, while German bund futures climbed to the highest level in six weeks. The Swiss franc gained 1.2 percent to 1.1320 per euro...

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“Mystery” Central Bank Buyer Revealed, Goes On Q1 Buying Spree

2017-05-08

by Tyler Durden

2017-05-08

Nikkei 225 vs. BoJ ETF Holdings 2011-2017

In the first few months of the year, a trading desk rumor emerged that even as institutional traders dumped stocks and retail investors piled into ETFs, a "mystery" central bank was quietly bidding up risk assets by aggressively buying stocks. And no, it was not the BOJ: while the Japanese Central Bank's interventions in the stock market are familiar to all by now, and as we reported last night on sessions when the "the BoJ comes in big, the...

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Richard Koo: If Helicopter Money Succeeds, It Will Lead To 1,500 percent Inflation

2016-07-28

by Richard Koo

2016-07-28

After today's uneventful Fed announcement, all eyes turn to the BOJ where many anticipate some form of "helicopter money" is about to be unveiled in Japan by the world's most experimental central bank. However, as Nomura's Richard Koo warns, central banks may get much more than they bargained for, because helicopter money "probably marks the end of the road for believers in the omnipotence of monetary policy who have continued to press for further...

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Chinese Gold Demand 973 tonnes in H1 2016, Nomura SGE Withdrawals Chart False

2016-07-08

by Koos Jansen

2016-07-08

Chinese wholesale gold demand, as measured by withdrawals from the vaults of the Shanghai Gold Exchange (SGE), reached a sizable 973 metric tonnes in the first half of 2016, down 7 % compared to last year.

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How Low Can The Bank Of Japan Cut Rates? Ask Gold

2016-02-03

by Tyler Durden

2016-02-03

As we noted last night, in what was the second clear example of sheer desperation by the Bank of Japan, the central banker formerly known as Peter Pan for his on the record belief that "he should fly", and as of this morning better known as Peter Pan...

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BoJ Adopts Negative Interest Rates, Fails To Increase QE

2016-01-29

by Tyler Durden

2016-01-29

Well that did not last long. After initial exuberance over The BoJ's wishy-washy decision to adopt a 3-tiered rate policy including NIRP, markets have realized that without further asset purchases (which were maintained at the current pace), there is...

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