BOJ Brings a Bigger Bazooka
As of this morning's BOJ Meeting and Monetary Policy Statement, we have the first explicit version of QE Unlimited. This is not unexpected. The...
411 Views
Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
419 Views
Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
446 Views
This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
493 Views
Abe's Reelection Is No Sure Thing
An election to decide the leadership of Japan’s ruling Liberal Democratic Party (LDP) will be held in late September. Should Shinzo Abe lose he...
523 Views