u/AnaIyze

The Bank of Japan will raise its key interest rate to 1.0% in June, nearly two-thirds of economists said in a Reuters poll, as it presses ahead with ​efforts to normalise monetary policy amid rising inflation concerns from the war in Iran.

The policy rate was held steady ‌at 0.75% last month to assess repercussions from the conflict but three of the BOJ's nine board members dissented and called for a hike to 1.00%, signalling growing alarm over inflationary pressures from the war-driven energy shock.

BOJ board member Kazuyuki Masu, who voted to keep rates steady in April, said on Thursday the bank should raise interest ​rates as soon as possible if there are no clear signs of an economic slowdown, suggesting he could join dissenters ​in backing a rate hike next month.

In the May 7-14 poll, 65% of economists, 40 of 62, forecast ⁠the policy rate would rise to 1.0% by end-June, similar to an April survey. All but one of 62 respondents expected a hike by ​end-September.

Median forecasts showed the BOJ raising rates to 1.25% in the fourth quarter and to 1.50% in the third quarter next year, the same ​as last month's poll.

currently debating between 8/21 expirations to play for a 10-20% pullback. Intel ran up harder and feels more susceptible to FOMO from the 24/7 recycled headlines of potential partnerships but at the same time they are already worth a third of TSMC while still burning billions and being a year or 2 from operational. Utilization and gross margins will remain questionable, apple seems to also want to only use them for lower end chips and market seems to not give a shit about any risk associated with their foundry anymore. As for AMD their IV only gone up like 5% this week vs intel 15% and they are starting to get pretty close to their Openai/Meta target that creates a 20% dilution but i remember seeing somewhere that about 80% of the shares unlock when the price hits 500

currently debating between 8/21 expirations to play for a 10-20% pullback. Intel ran up harder and feels more susceptible to FOMO from the 24/7 recycled headlines of potential partnerships but at the same time they are already worth a third of TSMC while still burning billions and being a year or 2 from operational. Utilization and gross margins will remain questionable, apple seems to also want to only use them for lower end chips and market seems to not give a shit about any risk associated with their foundry anymore. As for AMD their IV only gone up like 5% this week vs intel 15% and they are starting to get pretty close to their Openai/Meta target that creates a 20% dilution but i remember seeing somewhere that about 80% of the shares unlock when the price hits 500.

Anyone know if theres a way to check the daily close for IV on specific contracts? Trying to check know how elevated the IV is for august AMD puts