JAPAN FLOW IV: Â Foreign Flows Matter, & They Have Clear Cycles
This is the latest in a series of JAPAN FLOW regarding historical, recent, and forward flow dynamics of Japan equities.The series to date is:This...
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Japan Non-IT Industries:Â Overcoming Deflation Not Enough
Empirical data on the drivers of Japanese productivity are sadly not at the forefront of Abenomics, but they should be. Â Europacifica CEO Naomi...
674 Views
Idemitsu Family Strikes Down Showa-Shell Merger Deal?
I resisted the urge to start that title with Idemexit...The Idemitsu family, which claims to own a 33.92% stake in Idemitsu Kosan (held across...
399 Views
Global Macro Take: WK 21 – The Fed To Hike Over The Next 3 Meetings [Jun 15, Jul 27, Sep 21]
Probably the next most important thing is actually not the Brexit, but the next few Fed hikes Whilst Jun is live, I think Jul or Sep are more...
263 Views
Global Macro Take: WK 20 – The US Dollar Just Won't Die
Key close on DXY above 94.50 on a Friday, liquidating my thesis on a tactical USD liquidation phase. Seems like we’ve now had a very sharp...
264 Views