Japanese inflation rising

N

Nighthawk

National CPI y/y for October: 1.1% (vs. expected 1.1%, prior was 1.1%)
2330GMT National CPI y/y for October excluding Fresh Food: 0.9% (vs. expected 0.9%, prior was 0.7%)
2330GMT National CPI for October excluding Food, Energy y/y: 0.3% (vs. expected 0.2%, prior was 0.0%)
2330GMT Tokyo CPI y/y for November: 0.9% (vs. expected 0.7%, prior was 0.6%)
2330GMT Tokyo CPI for November excluding Fresh Food y/y: 0.6% (vs. expected 0.4%, prior was 0.3%)
2330GMT Tokyo CPI for November excluding Food, Energy y/y: 0.2% (vs. expected -0.1%, prior was -0.2%)


When will we finally see a rise in JGB yields and consequently a stronger JPY?

:confused:
 
Quote from Nighthawk:
When will we finally see a rise in JGB yields and consequently a stronger JPY?

:confused:
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When the BoJ stops buying... You might have to wait a looooooong time.
 
---When will we finally see a rise in JGB yields and consequently a stronger JPY? --

as i said before- it's a race to the bottom..and your quote above is not japs gvt goal. we use to say in Russia-you are peeing against the wind. :)
 
Quote from Martinghoul:

When the BoJ stops buying... You might have to wait a looooooong time.
More...

You mean institutional money managers will tolerate JGB yields below the official inflation rate? Why not throwing out money out of the window? That´s easier....
 
Quote from Bob111:

---When will we finally see a rise in JGB yields and consequently a stronger JPY? --

as i said before- it's a race to the bottom..and your quote above is not japs gvt goal. we use to say in Russia-you are peeing against the wind. :)
More...

That´s not how the institutional money management world works.
 
Quote from Bob111:

---When will we finally see a rise in JGB yields and consequently a stronger JPY? --

as i said before- it's a race to the bottom..and your quote above is not japs gvt goal. we use to say in Russia-you are peeing against the wind. :)
More...

with your logic are u investing in the Venezuelan peso?
 
Quote from drownpruf:

lol please tell us moar!
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http://www.bloomberg.com/markets/rates-bonds/government-bonds/japan/

So, 10yr JGB yield at 0.59% and your Japan´s core inflation is running at

2330GMT National CPI y/y for October excluding Fresh Food: 0.9% (vs. expected 0.9%, prior was 0.7%) fresh five-year high
2330GMT National CPI for October excluding Food, Energy y/y: 0.3% (vs. expected 0.2%, prior was 0.0%) first rise since October 2008

Which part of this is so funny?






Japan’s economy minister Amari: CPI data shows Japan is clearly in the process of excaping deflation

Japan’s finance minister Aso: One month of data alone cannot determine whether prices are on an upward trend
 
Quote from Nighthawk:

National CPI y/y for October: 1.1% (vs. expected 1.1%, prior was 1.1%)
2330GMT National CPI y/y for October excluding Fresh Food: 0.9% (vs. expected 0.9%, prior was 0.7%)
2330GMT National CPI for October excluding Food, Energy y/y: 0.3% (vs. expected 0.2%, prior was 0.0%)
2330GMT Tokyo CPI y/y for November: 0.9% (vs. expected 0.7%, prior was 0.6%)
2330GMT Tokyo CPI for November excluding Fresh Food y/y: 0.6% (vs. expected 0.4%, prior was 0.3%)
2330GMT Tokyo CPI for November excluding Food, Energy y/y: 0.2% (vs. expected -0.1%, prior was -0.2%)


When will we finally see a rise in JGB yields and consequently a stronger JPY?

:confused:
More...

It means the Yen is heading down. The trade could be: long japan reits, and short the yen.

Does anyone have a list of Japan Reits?
 
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