Puts on the Yen - Not Too Late as Bank of Japan Attempts the Impossible Trinity

[juangomez053]

Thanks Macro for taking the time to write this out!!! Going to post some links I could find about BoJ from TF onto here:

https://twitter.com/DeItaone/status/1517518922446262272

https://twitter.com/charliebilello/status/1519686245135355905?s=21&t=D-tvAJY9WrDU38FgRAonCw

https://twitter.com/DeItaone/status/1508362775273345024

https://twitter.com/financialjuice1/status/1516586065875898376?s=21&t=LP978dL3Wh9g0iCEpmBgcw

Japan readies $48bn package to ease inflation pain

Also make sure to read the discussion we had on the Stagflation thread starting here:

Stagflation leading to Recession - The Kodiak Bear Thesis

Posted this on TF today, wanted to post it here so it doesn’t get lost. Japanese bonds/yen and US 10 year yield correlation thread https://twitter.com/biancoresearch/status/1516429170229886977?s=21&t=HnIGMzSOPz-O34MOcd64Yg