The Traderszone Network

China drove a decade-long explosion in prices in the 2000s. Here’s how China is changing trading traditions on the scene.

BOJ’s deputy governor Iwata speaking again after earlier comments 22 June
I wonder what his rationale is for that statement? Not so sure I agree.
– don’t need to change BOJ’s inflation forecasts just from temporary fluctuations in oil prices
Earlier Iwata was out saying the BOJ had “”

China’s bond market will double in size from the current $9 trillion over the next five years to become the world’s second largest, a UBS report says.

These ideas won’t all be right, and in fact they may all be wrong, but here are some themes that I think are worth watching…

• Surprise disruptive upshot in rates over the next 30 to 90 days likely, yield of the 5-year is the biggest gainer, 30-year is the laggard
• Long high yield trade begins to unravel
• Short vol trade begins to unravel
• Equities unravel, choppily, downside bias (prepping for an ugly 2018)
• Short term bottom in commodities (30 to 90 days), but not…

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Ezekiel Emanuel, the architect behind Obamacare, says Republicans have created uncertainties for insurance providers that led to higher premiums.