HeyJaredAnthony Rowley
- Indexed articles, last 90 days
- 7
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- Sep 10, 2026
- Outlet visibility, for Asia Asset Management
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- Jul 9, 2026
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Trump is wrecking the US dollar - Asia Asset Management (opens the original)
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Donald Trump’s threat to hold a gun to the heads of countries that refuse to maintain or even expand their holdings of US government bonds should be taken seriously by markets, however absurd it may sound. It could set off a wave or maybe even a flood of US sovereign debt by America’s biggest creditors around the world, destabilising bond and other financial markets. The US dollar is still the world’s principal reserve asset, albeit to a diminishing extent as other potential candidates — the eur
Bond market sharks circle as sovereign yields rise - Asia Asset Management (opens the original)
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Just when you thought it was safe to head back into the water and to plunge into the market, bond market sharks – not just “vigilantes” – are circling. Shark warnings are being hoisted, sovereign bonds especially. This is “interesting” (to put it mildly) news at a time when global portfolio capital flows are buoyant, fuelled by institutional and individual funds and by the seemingly bottomless purse of yen and other cheap currency-based “carry trades”. One of the most informed warnings about sov
AI mania to AI madness? - Asia Asset Management (opens the original)
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Risks of the artificial intelligence boom are rising rapidly as projected financial returns fall well short of massive investments in the technology, according to studies by Project Syndicate, which distributes specialist newspaper reports. They suggest that the risks will especially impact not only credit markets, but also stock markets, and perhaps very heavily — sobering facts which do not as yet appear to have fully penetrated investor psychology. Funding for the AI buildout has already shif
Japanese yen carries weight of yield differentials- Asia Asset Management (opens the original)
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Japanese financial authorities, supported by their US counterparts, intervened in foreign exchange markets on July 31 in an attempt to halt or at least slow the seemingly inexorable decline of the yen against the dollar and other currencies. But the effect seems likely to be short-lived. Several days later, the Bank of Japan left its key policy rate steady instead of increasing it to close the yield gap with the dollar and US Treasuries, aiding outflows of Japanese portfolio capital and putting
Japanese government eyes GPIF, NISA to fund spending - Asia Asset Management (opens the original)
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It was only a matter of time before Japanese Prime Minister Sanae Takaichi was going to be forced to look to alternative funding sources for her ambitious spending plans, given that the government is in a problematic financial situation and the central bank is cutting back purchases of government debt. As it turns out, these captive sources are the massive Government Pension Investment Fund (GPIF), the world’s biggest pension fund, and the also huge Nippon Individual Savings Account (NISA). Inve
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