Bitcoin correlates with high-beta stocks in the recent move upward. Global liquidity is increasing and China leads the way. The Bank of Japan meets tomorrow to discuss policy about defending the yen.
Great write up. Enjoyed the depth on YCC with the BOJ - some people got crushed in looking at how their bonds traded over the past 24hrs.
Great write up. Enjoyed the depth on YCC with the BOJ - some people got crushed in looking at how their bonds traded over the past 24hrs.