Bank of Japan

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jun 25, 2018 by James Aitken · said 14 times in 7 episodes since 2018 · across every show →

Mentions by year

brought up most by James Aitken (6), Toby Rodes (2), Scott Bessent (2), Howard Smith (2), Herb Wagner (2)

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2025 2 mentions in 1 episode
2024 4 mentions in 2 episodes 2 per episode
2023 1 mention in 1 episode
2022 2 mentions in 1 episode
2020 3 mentions in 1 episode
2018 2 mentions in 1 episode

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Everything said about Bank of Japan, oldest first

Jun 25, 2018 neutral
Assertion Not checkable as stated
Markets Are Completely Ignoring Central Bank Intentions to Reactivate Volatility
“Central banks, with the exception of the Bank of Japan, have been signaling for a year or more that they are trying to reactivate financial markets, and financial markets don't want to hear it.”
James Aitken Jun 25, 2018 ▶ 1:05:59 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Jun 25, 2018 bearish
Opinion
The Bank of Japan Is Completely Unable to Exit Asset Purchases
“The Bank of Japan sort of Waffles from time to time about exiting their asset purchases. I don't see how they can. I really don't.”
James Aitken Jun 25, 2018 ▶ 1:00:04 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Jul 11, 2022 bearish
Prediction Held up
The Bank of Japan's Yield Curve Control Peg Cannot Hold
“In fact, I think one of the best opportunities in the world, quite frankly, is in Japan, where they have the YCC program, where they have tenure rates pegged to 25 basis points, zero to 25. There's no way that's going to hold in this environment.”
Rob Citrone Jul 11, 2022 ▶ 30:13 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
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