{"id":14319,"date":"2022-07-14T06:30:21","date_gmt":"2022-07-14T04:30:21","guid":{"rendered":"https:\/\/mumblefx.com\/?p=14319"},"modified":"2022-07-14T06:30:21","modified_gmt":"2022-07-14T04:30:21","slug":"macklem-100bp-and-rising","status":"publish","type":"post","link":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/?p=14319","title":{"rendered":"Macklem 100bp and rising"},"content":{"rendered":"\n
\"\"<\/a>
AUDCAD Weekly-Chart (interconjuncted through Crude\/China)<\/figcaption><\/figure>\n\n\n\nasia.nikkei.com – Fumio Kishida free to choose<\/a>
\nworldgovernmentbonds.com – US Yields<\/a>
\ncentralbanking.com – BoC 100<\/a>
\nbankofcanada.ca – BoC Statement + PressCon<\/a>
\ntradingeconomics.com – US inflation<\/a>
\ntradingeconomics.com – US core inflation<\/a>
\ntradingeconomics.com – Canada interest rate<\/a>
\noec.world – Canada Econ<\/a>
\noec.world – Australia Econ<\/a>
\nwww.investing.com – 10 Year Japanese Bond<\/a>
\n\n\n\n

\nGM Traders<\/strong>,
\n\"German\"\nherzlichen Gl\u00fcckwunsch zum Wahlsieg Fumio Kishida<\/strong>. Seine LDP-Komeito Koallition beansprucht nun 76 von 125 Sitzen im japanischen Repr\u00e4sentantenhaus.
\nInzwischen sind die Zinskurven im Invert-Modus. Der Spread zwischen 10-j\u00e4hrigen und 2-j\u00e4hrigen Anleihen betr\u00e4gt -21,4 Basispunkte.
\nDramatische Yield-Kontrolle an dem japanischen Bondmarkt, siehe Link.
\nTiff legt mit einem Steilpass vor..2.5% (zuvor 1.5%) 100Basispunkte sind nicht aus, mmh, Papp\u00e9! Ballabnahme durch die beiden Spitzen, ab dem 21.Juli. Mit der R\u00fcckennummer -0.1, BoJ und die ECB mit der Nummer 0.0. Inflation, Inflation, Inflation… das Spiel ist Inflation \ud83d\ude42 \n

\nAber Spa\u00df beiseite. Einer der unseren wurde brutal auf offener Stra\u00dfe ermordet. Wir m\u00fcssen eine der f\u00e4higsten Kapazit\u00e4ten auf dem Gebiet der \u00d6konomie gehen lassen.\nGerne h\u00e4tte MumbleFX Herrn Shinzo Abe<\/strong>, nach seiner aktiven politischen Laufbahn, als externen Berater verpflichtet. Nun bleibt nichts weiter, als unsere Anteilnahme kund zu geben, f\u00fcr seine treuen Kollegen, Begleiter und Vertrauten. H\u00f6chsten Respekt vor seinem Lebenswerk, „Our Island“ Japan. Herr Abe ist f\u00fcr die j\u00fcngste (Finanz-)Geschichte derart ma\u00dfgebend, weswegen ich mich gezwungen sehe, ein Dossier \u00fcber sein Lebenswerk abzuhandeln. Ein gr\u00f6sseres Schreibwerk, so wirkt doch die Wirtschaft Japans tief in das gesamte politische System hinein, visa verca.\n

\n\nWeitere Details und Ausblick auf den Exchange wie immer f\u00fcr Premium<\/a>-Mitglieder.\n<\/span>\n

\nB\u00fcnyamin\n<\/p>\n

\nGoody Traders<\/strong>,
\n\"English\"\ncongratulations on the election victory Fumio Kishida. His LDP-Komeito coalition now claims 76 out of 125 seats in the Japanese House of Representatives.
\nMeanwhile, the yield curves in invert mode. 10 Years vs 2 Years bond spread is -21.4 bp.
\nDramatic yield control on the Japanese bond market, see link.
\nTiff with concret… 100 base points are straight-forward! Now 2.5% from 1.5%. This surprising magnitute will catalyse the two upcomming interest rate\/monetary policy desicions, next on July 21st. Both are scheduled for the same date, BoJ and the ECB. By now, inflation is taking over main control.\n

\nBut joking aside. One of ours was brutally murdered in the street. We must let go of one of the most capable people in the field of economics.\nMumbleFX would have gladly hired Mr. Shinzo Abe<\/strong> as an consultant after his active political career. Now there is nothing left but to express our sympathy for his loyal colleagues, companions and confidants. Highest respect to his life’s work, „Our Island“ Japan. Mr. Abe made a major impact on the recent (financial) history, which is why I feel compelled to do a dossier on his work. A larger work of writing, as the economy of Japan has a deep effect on the entire political system, visa verca.\n

\n\nMore details and my outlook on the Foreign Exchange as always for Premium<\/a> Members.\n<\/span>\n

\nSincerely Yours, Ben\n<\/p>\n

\n\u304a\u306f\u3088\u3046<\/strong>
\n\"Japanese\"\n\u5cb8\u7530\u6587\u96c4\u9078\u6319\u512a\u52dd\u304a\u3081\u3067\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u5f7c\u306e\u81ea\u6c11\u515a\u3068\u516c\u660e\u515a\u306e\u9023\u7acb\u306f\u73fe\u5728\u3001\u65e5\u672c\u306e\u8846\u8b70\u9662\u306e125\u8b70\u5e2d\u306e\u3046\u306176\u8b70\u5e2d\u3092\u4e3b\u5f35\u3057\u3066\u3044\u308b\u3002
\n\u30a4\u30fc\u30eb\u30c9\u30ab\u30fc\u30d6\u306f\u3001\u4e3b\u8981\u7d4c\u6e08\u56fd\u3067\u306f\u30a4\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u30e2\u30fc\u30c9\u306b\u306a\u308a\u307e\u3059\u3002 10\u5e74\u50b5\u30682\u5e74\u50b5\u306e\u30b9\u30d7\u30ec\u30c3\u30c9\u306f-21.4bp\u3067\u3059\u3002
\n\u65e5\u672c\u306e\u50b5\u5238\u5e02\u5834\u306b\u304a\u3051\u308b\u5287\u7684\u306a\u30a4\u30fc\u30eb\u30c9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3002
\nTiff Macklem\uff08\u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2\u6e96\u5099\u9280\u884c\uff09…\u5f7c\u306f100\u30d9\u30fc\u30b9\u30dd\u30a4\u30f3\u30c8\u306e\u5897\u52a0\u3067\u30d1\u30cb\u30c3\u30af\u306b\u9665\u3063\u3066\u3044\u307e\u3059\u304b\uff1f\u3053\u306e\u4e26\u5916\u308c\u305f\u898f\u6a21\u306f\u30017\u670821\u65e5\u306e\u91d1\u5229\/\u91d1\u878d\u653f\u7b56\u306e\u56de\u5fa9\u529b\u306b\u5f71\u97ff\u3092\u53ca\u307c\u3057\u307e\u3059\u3002\u65e5\u672c\u9280\u884c\u3068ECB\u306e\u4e21\u65b9\u304c\u540c\u3058\u65e5\u306b\u914d\u9054\u3057\u307e\u3059\u3002\u73fe\u5728\u3001\u30a4\u30f3\u30d5\u30ec\u304c\u30e1\u30a4\u30f3\u30d5\u30ed\u30a2\u3092\u5f15\u304d\u7d99\u3044\u3067\u3044\u307e\u3059\u3002\n

\n\u3057\u304b\u3057\u5197\u8ac7\u306f\u3055\u3066\u304a\u304d\u3002\u79c1\u305f\u3061\u306e\u4e00\u4eba\u306f\u8def\u4e0a\u3067\u6b8b\u9177\u306b\u6bba\u3055\u308c\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u7d4c\u6e08\u5b66\u306e\u5206\u91ce\u3067\u6700\u3082\u624d\u80fd\u306e\u3042\u308b\u4eba\u3005\u306e\u4e00\u4eba\u3092\u624b\u653e\u3055\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\nMumbleFX\u306f\u3001\u5f7c\u306e\u6d3b\u767a\u306a\u653f\u6cbb\u7684\u30ad\u30e3\u30ea\u30a2\u306e\u5f8c\u3001\u30b3\u30f3\u30b5\u30eb\u30bf\u30f3\u30c8\u3068\u3057\u3066\u5b89\u500d\u6c0f\u3092\u96c7\u3046\u3053\u3068\u3092\u3044\u3068\u308f\u306a\u304b\u3063\u305f\u3067\u3057\u3087\u3046\u3002\u4eca\u3067\u306f\u3001\u5f7c\u306e\u5fe0\u5b9f\u306a\u540c\u50da\u3001\u4ef2\u9593\u3001\u305d\u3057\u3066\u89aa\u53cb\u306b\u79c1\u305f\u3061\u306e\u540c\u60c5\u3092\u8868\u660e\u3059\u308b\u3082\u306e\u306f\u4f55\u3082\u6b8b\u3063\u3066\u3044\u307e\u305b\u3093\u3002\u5f7c\u306e\u4eba\u751f\u306e\u4ed5\u4e8b\u306b\u5bfe\u3059\u308b\u300c\u79c1\u305f\u3061\u306e\u5cf6\u300d\u65e5\u672c\u306b\u5bfe\u3059\u308b\u79c1\u306e\u6700\u9ad8\u306e\u656c\u610f\u3002\u5b89\u500d\u664b\u4e09\u306f\u6700\u8fd1\u306e\uff08\u91d1\u878d\uff09\u6b74\u53f2\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u3066\u304d\u307e\u3057\u305f\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u5f7c\u306f\u5b8c\u5168\u306a\u30ec\u30d3\u30e5\u30fc\u3067\u8cde\u8cdb\u3055\u308c\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u79c1\u306f\u611f\u3058\u3066\u3044\u307e\u3059\u3002\u5f7c\u306e\u512a\u4f4d\u6027\u306f\u65e5\u672c\u7d4c\u6e08\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001\u653f\u6cbb\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002\u9006\u3082\u307e\u305f\u771f\u3067\u3059\u3002\n

\n\n Premium <\/a>\u306e\u5916\u56fd\u70ba\u66ff\u53d6\u5f15\u6240\u306e\u8a73\u7d30\u3068\u898b\u901a\u3057\n<\/span>\n

\n\u30d9\u30f3\u30b8\u30e3\u30df\u30f3\n<\/p>\n

\nGoedemorgen<\/strong>,
\n\"Dutch\"\ngefeliciteerd met de verkiezingsoverwinning Fumio Kishida. Zijn coalitie LDP-Komeito claimt nu 76 van de 125 zetels in het Japanse Huis van Afgevaardigden.
\nOndertussen bevinden de rentecurves zich in de omgekeerde modus. De spread op 10-jarige versus 2-jarige obligaties is -21,4 bp.
\nDramatische rendementscontrole op de Japanse obligatiemarkt, zie link.
\nTiff met beton… 100 basispunten is rechttoe rechtaan! Nu 2,5% van 1,5%. Deze verrassende magnitute zal de twee komende rente\/monetaire beleidsbeslissingen op 21 juli katalyseren. Beide zijn gepland voor dezelfde datum, BoJ en ECB. Inflatie neemt nu de belangrijkste controle over.\n

\nMaar een grapje terzijde. Een van ons werd op brute wijze vermoord op straat. We moeten een van de meest capabele mensen op economisch gebied loslaten.\nMumbleFX zou na zijn actieve politieke carri\u00e8re graag de heer Shinzo Abe<\/strong> als adviseur hebben aangenomen. Nu rest ons alleen nog onze condoleances aan zijn trouwe collega’s, medewerkers en vertrouwelingen. Hoogste respect voor zijn levenswerk, „Our Island“ Japan. De heer Abe heeft een grote invloed gehad op de recente (financi\u00eble) geschiedenis en daarom voel ik mij genoodzaakt een dossier over zijn werk te maken. Een groter werk van schrijven, aangezien de Japanse economie een diepgaand effect heeft op het hele politieke systeem, visa verca.\n

\n\nMeer details en vooruitzichten op de forex-uitwisseling zoals altijd voor Premium<\/a> leden.\n<\/span>\n

\nBenni\n<\/p>\n

\nG\u00fcnayd\u0131n<\/strong>,
\n\"Turkish\"\nFumio Kishida se\u00e7im zaferi i\u00e7in tebrikler. LDP-Komeito koalisyonu \u015fimdi Japon Temsilciler Meclisi’ndeki 125 sandalyenin 76’s\u0131n\u0131 talep ediyor.
\nBu arada, getiri e\u011frileri ters \u00e7evrilmi\u015f modda. 10 y\u0131ll\u0131k ve 2 y\u0131ll\u0131k tahviller aras\u0131ndaki fark -21.4 bps’dir.
\nJapon tahvil piyasas\u0131nda \u00e7arp\u0131c\u0131 getiri kontrol\u00fc, ba\u011flant\u0131ya bak\u0131n.
\nBetonla tiff… 100 temel puan dosdo\u011fru! \u015eimdi %1.5’inde %2.5’dan. Bu \u015fa\u015f\u0131rt\u0131c\u0131 b\u00fcy\u00fckl\u00fck, 21 Temmuz’da yakla\u015fan iki faiz oran\u0131\/para politikas\u0131 karar\u0131n\u0131 harekete ge\u00e7irecek. Her ikisi de ayn\u0131 tarihte, BoJ ve ECB i\u00e7in planlan\u0131yor. Enflasyon art\u0131k ana kontrol\u00fc ele al\u0131yor.\n

\nAma \u015faka bir yana. Birimiz sokakta vah\u015fice \u00f6ld\u00fcr\u00fcld\u00fc. Ekonomi alan\u0131ndaki en yetenekli insanlardan birini b\u0131rakmal\u0131y\u0131z.\nMumbleFX, aktif siyasi kariyerinden sonra Bay Shinzo Abe<\/strong>‚yi dan\u0131\u015fman olarak memnuniyetle i\u015fe al\u0131rd\u0131. \u015eimdi geriye sadece sad\u0131k meslekta\u015flar\u0131na, i\u015fbirlik\u00e7ilerine ve s\u0131rda\u015flar\u0131na ba\u015fsa\u011fl\u0131\u011f\u0131 dilemek kal\u0131yor. Hayat\u0131n\u0131n eseri olan „Adam\u0131z“ Japonya’ya en y\u00fcksek sayg\u0131y\u0131 sunar. Bay Abe’nin yak\u0131n (finansal) tarih \u00fczerinde b\u00fcy\u00fck bir etkisi oldu ve bu y\u00fczden \u00e7al\u0131\u015fmalar\u0131 hakk\u0131nda bir dosya haz\u0131rlamaya kendimi mecbur hissediyorum. Japon ekonomisinin t\u00fcm siyasi sistem \u00fczerinde derin bir etkisi oldu\u011fu i\u00e7in(visa verca), bence b\u00fcy\u00fck bir yaz\u0131 i\u015fi.\n

\n\nPremium<\/a> \u00fcyeler i\u00e7in her zaman oldu\u011fu gibi daha fazla ayr\u0131nt\u0131 ve D\u00f6vize bak\u0131\u015f a\u00e7\u0131m.\n<\/span>\n

\nSizin B\u00fcnyamin\n<\/p>\n\n\n\n

\"\"<\/a>
Japan 10-year Yield heavily attacked and defended<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"

asia.nikkei.com – Fumio Kishida free to choose worldgovernmentbonds.com – US Yields centralbanking.com – BoC 100 bankofcanada.ca – BoC Statement + PressCon tradingeconomics.com – US inflation tradingeconomics.com – US core inflation tradingeconomics.com – Canada interest rate oec.world – Canada Econ oec.world – Australia Econ www.investing.com – 10 Year Japanese Bond GM Traders, herzlichen Gl\u00fcckwunsch zum Wahlsieg … Macklem 100bp and rising<\/span> weiterlesen<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13,19],"tags":[283,284,247,195,285,249,286],"class_list":["post-14319","post","type-post","status-publish","format-standard","hentry","category-breaking","category-leitzinsen","tag-abe","tag-audcad","tag-boc","tag-inflation","tag-kishida","tag-macklem","tag-us-core"],"_links":{"self":[{"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=\/wp\/v2\/posts\/14319","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=14319"}],"version-history":[{"count":0,"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=\/wp\/v2\/posts\/14319\/revisions"}],"wp:attachment":[{"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=14319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=14319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mumblefx.co.uk\/wpclients\/wpclient003\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=14319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}