That's what we need here at FXL. Recipes, desing, fashion ... that sort of thing

For now, this is via the Wall Street Journal, its 5 things the BOJ might be considering at its meeting:

  1. Buy corporate bonds
  2. Pump in more cash
  3. Make rates even more negative
  4. Change targets
  5. Go radical

There is more detail on each of those options at the article, which is ungated

I'll be back with more on what to expect tomorrow, but I'm leaning towards:

  • Drop the 2 year time frame on inflation target completely ... they've nearly already done this
  • Watch for changing the pace of JGB buying to 70-90tln yen instead of the current 80tln pace ... but I think a more likely option is to buy bndns from regional governments and state owned businesses