Theme: Jgb Collapse!

Introduction

This is a listing of articles roofing the somewhat slow-paced collapse of the Japanese Government Bond (JGB) market.


As I speak over inward this article, in that location has been a pin (starting some 2012) towards replacing JGB collapse stories alongside 'Yen Crash' theories.

Timing The Collapse Of The JGB Market

• Why volition the JGB marketplace lay collapse?

Extreme Predictions About The Collapse Of The JGB Market

Visionaries? Greatly Mistaken? I'll allow you, the reader, decide. H5N1 compendium of extreme forecasts well-nigh Nihon as well as JGB's which appeared afterward the inception of this blog.  (Too many occurred earlier to promise to encompass properly.)

•  Fujimaki: Japanese Hyperinflation By 2015! (Update: He argued that the yen is going to 200 inward Dec 2014.) Verdict: Fail.
• Fujimaki, in i lawsuit again, inward 2016. No appointment on the hyperinflation telephone telephone this time.
• How Fiat Dies (Vincent Cate): Bank of Nihon Printing At Hyperinflationary Rates  Argument beingness that this should hitting the toll grade before long (he is monitoring the information since May 2013).
• Kyle Bass - Yen beyond 300, JGB yields of 20%. Open-ended prediction date.
• Feldman (Morgan Stanley MUFG) - possible "collapse" if financial reforms non completed yesteryear 2-3 years (early 2017 at the latest); sees inflation risks.
• David Stockman: Yen 200, JGB default. No horizon given.
• Mark Adonis - JGB's doomed because of demographics (my article 2015-01-04). No appointment given, simply inside a "few" years of early on 2015, as well as therefore starting some 2018 or so.