ANIMAL SPIRITS™ REPORT: Japan Equity Market Outlook - Escaping The Value Trap
Investment Conclusions We are currently "neutral" in our view on Japan in global developed market portfolios but "underweight" in our APAC...
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Japan: Negative Rates May Well Persist for Longer
Core machinery orders grew 4.9% m/m in Jul 16, building further momentum on the back of the 8.3% m/m surge in Jun 16. However, the broad picture,...
251 Views
ANIMAL SPIRITS™ REPORT:  BOJ "Comprehensive Assessment": Tokyo Visit Takeaways
Executive Summary NIRP is believed to have worked and in all probability will not be reversed at the September 21 BOJ meeting. QQE will not likely...
277 Views
BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
355 Views
DXY 96.50/95 Pivot Points to Inflect EM's
Chartonics FX webcast Sunday 17 September 2016DXY triangle 96.50/95 post-FedTo view click on this link:http://www.screencast.com/t/UPFBXdfzL8L 9:20...
377 Views