Back in Aug 2023 Japan announced the possible end of yield curve control and the indexes kacked themselves. But only for a short while...
I suppose of BOJ is only raising rates to 0.25 - 0.5% and are holding them there for now, then that is not enough to get out of a yen carry trade? So maybe they are all piling back in like he says?
No Body Finance (Jack Gamble) has done some interesting analyses, most notably on Nvidia. (see YT video UJMeL2m5e-M)
Back in Aug 2023 Japan announced the possible end of yield curve...
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