USD/JPY Macro Low and Fresh Position Webcast
Chartonics flash Tuesday 30 August 2016USD/JPY macro low and position update webcastWe have made a USD bull case from JPY 100 or 95 if we broke...
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JAPAN FLOW II: Just What ETFs Does the BOJ Buy? Could We See an April2000-Style Nikkei 225 Rebal?
The BOJ Buys ETFs.It has a program which was running at ¥3 trillion (roughly US$30bn) a year for "regular" equity index ETF purchases, and an...
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JAPAN FLOW I: The BOJ's New ETF Buying
Last Thursday, the BOJ announced the results of its Monetary Policy Committee meeting for July. It was a "late" announcement, coming at 12:45, and...
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Nisshin Steel - Post-Deal "Back End" Cheap Again
I last wrote on the Nisshin Steel (5413 JP) - Nippon Steel & SumiMetals (5401 JP) breakeven price ratio dip after the close of July 7. That...
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Nisshin Steel - Partial Tender (& Grids) II
On February 1, Nisshin Steel Co Ltd ("Nisshin") announced it had asked Nippon Steel & Sumitomo Metals ("NSSM") to supply it with billet and...
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