Week Ahead in Global Macro: FOMC/ECB Minutes, Dalio's 'Big Short', Japan CPI, South Africa Budget
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Buy VIX on dips below 14. We review the...
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A Bullish Pick for BoJ Vice-Governors
Appointing Mr. Wakatabe as one of the next two BoJ vice-governors is a bullish move for risk assets by the Japanese government. On February 16, the...
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Japan: Weak GDP Headline Hides Healthier Growth
According to Cabinet Office, the Japanese economy grew by 0.1% quarter on quarter (QoQ), or at an annualized rate of 0.5%. The headline number...
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Kuroda's Next 5 Years (Part 2): Prepare to Ease Again
What could the Bank of Japan do if it is to face a recession? This question is the foremost critical challenge for Mr. Kuroda in the next five...
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Kuroda's Next 5 Years
On February 9, the Japanese government leaked their intention to reappoint the BoJ governor Haruhiko Kuroda when his current term expires on April...
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