Equity Watch: Japan – Board or abort Nikkei 225?
Welcome to this chart-dense edition of the Equity Watch, where we zoom in on the Japanese Nikkei 225 and ponder whether it’s too late to...
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Positioning Watch – How are markets positioned in inflation?
Like we mentioned in the first positioning watch of the year, holders of risk-assets have entered a slightly more cautious stance, and the classic...
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Mint Macro Roundup: Barring BoJ Intervention, Will Yen to Tank to New Lows?
The Japanese Yen weakens due to BoJ's loose policy and uncertain economic growth, while the US Dollar strengthens with rebounding inflation. Yen...
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Japan Taking a Trip Down Tightening Lane? Sure!
The window for Bank of Japan monetary tightening is closing swiftly, suggesting this is not the time to be long the yen.
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Positioning Watch – Where to Find Value Currently
Markets have more or less traded sideways since the start of the year, as the risk-on party has taken a bit of a breather it seems, despite rate...
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