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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Global Bond Yields Set to Rise Further
We see higher US and global yields developing. Global equity market confidence may be returning, supported by conciliatory moves on US trade...
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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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