Consulting Strategist
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Adam has over twenty five years’ experience in capital markets and investment management, in a career that has involved proprietary trading desks, commodity trading advisors, sovereign wealth funds and private offices. During this time he has had trading book P&L responsibility, in ... more

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E Frontrunning The Great BOJ Rotation In Place Of QE Exit?
Did someone just front-run the BOJ?
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E The Great BOJ Rotation In Place Of QE Exit
The BOJ has set the market up for its portfolio switch from ETFs to JGBs to accommodate a future fiscal stimulus.
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The Great BOJ Rotation In Place Of QE Exit
2 years ago

I'm new to TM. Thanks for reading and also thanks for being my first commenter Yash.

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STOCKS I FOLLOW

ABTAX American Century Government Bond Fd A Cl
ARMTX Mtb Maryland Muni Bond Fund Instl I Shs
CHLKF CHINA MOBILE HONG KO
CMLSW CUMULUS MEDIA INC
CUR Neuralstem, Inc.
DNPCF DAI NIPPON PRINTING
EMNGF EMPIRE MNG CORP
FVBWNX FT Trust Units 3381 2012-6.2.14 Dividend & Income Select Closed-End Ptf Ser 21
HWMRX Hotchkis And Wiley Mid Cap Value Fd Cl R
MMUBX Mfs Utilities Fund Class B
MTCKX Mfs Technology Fund Class R1
NQUSB1737X Nasdaq OMX Indices USA
PTSGX Touchstone Sands Capital Select Growth Fund Cl Z
SBOOX Sanford C. Bernstein Fund Inc
TEMAX Touchstone Emerging Markets Equity Fund Class A
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Brexit Interrupted
The UK's flawed preparations for the Brexit negotiations have weakened its position, but may not necessarily have strengthened the position of the EU by the same degree.

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