Nikkei225 + Aktueller Höchststand als Chance für SHORT-Seller WKN: CG3AA4 ISIN: JP9010C00002 Forum: Indizes User: DaxHero

Japanification: Is the Bank of Japan Ready to Kill the Widowmaker? Another wave of speculation is building that rates will be allowed to rise and change the global financial landscape. https://www.bloomberg.com/opinion/articles/2023-12-08/de-japanification-is-the-boj-ready-to-kill-the-widowmaker?

JPY dilemma: carry or carried out https://www.zerohedge.com/the-market-ear/jpy-dilemma-carry-or-carried-out

China 'not fearful of war' https://www.japantimes.co.jp/business/2023/12/08/economy/japan-revised-gdp-shrank-july-september/

Japan’s deepest economic contraction since pandemic clouds path for BOJ: Japan’s economy shrank at the sharpest pace since the height of the pandemic, an outcome that complicates the policy path for the Bank of Japan amid soaring speculation it is edging closer to scrapping the world's last negative rate regime. https://www.japantimes.co.jp/business/2023/12/08/economy/japan-revised-gdp-shrank-july-september/

Bank of Japan Money Market Survey: "On the lending side, repo transactions increased due to growing bond demand, particularly by non-residents." https://www.boj.or.jp/en/paym/market/data/market2312.pdf

Nomura Redraws China Strategy, Cuts Jobs as Losses Mount: Nomura Holdings Inc., Japan's biggest brokerage, is said to be overhauling its China business after losses there deepened. https://www.bnnbloomberg.ca/company-news/video/nomura-redraws-china-strategy-cuts-jobs-as-losses-mount~2794097

Japanische Wirtschaft schrumpft stärker als gedacht https://de.investing.com/news/economy/japanische-wirtschaft-schrumpft-starker-als-gedacht-2509814

https://www.jpx.co.jp/english/markets/public/short-selling/index.html

Zeitenwende in Japan? Yen mit massiver Aufwertung – steigen die Zinsen? https://finanzmarktwelt.de/zeitenwende-in-japan-yen-mit-massiver-aufwertung-steigen-die-zinsen-294191/

Bank of Japan Governor Kazuo Ueda said on Thursday he told Prime Minister Fumio Kishida the central bank will scrutinise the strength of domestic demand and next year's wage outlook in guiding monetary policy. https://www.reuters.com/markets/europe/boj-face-even-more-challenging-situation-soon-gov-ueda-says-2023-12-07/

Japan's Q3 GDP falls faster than first estimates as consumption sags https://www.reuters.com/world/asia-pacific/japan-q3-gdp-falls-faster-initial-estimates-2023-12-08/

...ironic that Japan would spark the market chaos on this 'infamous day'. https://www.zerohedge.com/markets/japanic-attack-dollar-dumps-yen-strength-big-techs-rip-ahead-buyback-blackout

The $20 Trillion Carry Trade That Will Destroy Japan: At a gross balance sheet value of around 500% GDP or $20 trillion, the Japanese government's balance sheet is, simply put, one giant carry trade. https://www.zerohedge.com/markets/20-trillion-carry-trade-will-destroy-japan

Der Tokioter Aktienmarkt dürfte nächste Woche nervös sein. Die Erwartungen an baldige politische Revisionen durch die Bank of Japan nehmen zu, und wenn zusätzliches Material bekannt wird, könnte es sowohl an den Devisen- als auch an den Aktienmärkten zu heftigen Preisbewegungen kommen. https://jp.reuters.com/markets/japan/funds/BDNHA2IZKZJALLDWLRAVZJPED4-2023-12-08/

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