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...
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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...
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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...
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A Wake-Up Call for Japanese Policymakers.
After 2 years of consistent growth, the Japanese economy contracted in the 2018 January-March quarter. While it is a disappointing result, we think...
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Japan: Wages Finally on the Rise
Wages in Japan seem to be finally on the rise. According to the preliminary wage report for March 2018, regular wages in Japan rose by 1.3% year on...
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