On today trending I see Bank of Japan did something and I see many people are acting like this is the end of the world? Can someone explain what happened to me bcs I don't really understand what's going on?

50 bps..Im actually starting to think that will happen early Feb. Market is challenging Fed, so the Fed will now have to show who is boss.

So Fixed income class today. SVB story from my prof friends in the States.

SVB mismatched their asset-liability duration exposures due to greed by buying long-term T-bonds and was already facing liquidity issues several months back. But these unrealized loses are not publicised. It's only when they contacted Goldman Sachs to ask for fund raising to shore up their capital that the balance sheet is shown to the bankers. Rumors are that somehow the horrible balance sheet situation was posted on a Slack channel with members from Silicon Valley firms in it and they ran the bank down last Friday.

Prof mentioned Goldman earned 7-8% from equity fundraising (typical underwriting profit margin for i-banks). They would have earned "several basis points" if they opted for a bond issuance instead.

There are theories out there saying inflation will never go down. Price of oil, commodities, China re-opening, will continue to hold the high prices up.

Stagflation may occur instead.

There are talks out there to invest into short-dated bonds instead.

No equities, tech, and REITs.

Russia-Ukraine war still ongoing (affecting global food and commodity prices), Fed still increasing interest rates, albeit at a lower % now. It is rumored May 2023 will be the last rate hike by them.

However just yesterday OPEC plans to cut oil production (Saudi dislikes US), so more chance of inflation going up again due to oil price:
https://www.reuters.com/business/energy/why...put-2023-04-03/
Oil predicted to jump back to the $100 price range.

All these factors doesn't make it convincing that a solid bullrun is ongoing.

They will also not hesitate to go to war if some red line has been crossed.