Japan: Kuroda Stays, Focus on Fiscal Reform
For my first column in 2018, my thoughts on the news that Haruhiko Kuroda will be re-appointed as governor of the Bank of Japan (BoJ). In my view,...
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Is This Asia’s Biggest Policy Shift in Three-Decades?
‘The dog that didn’t bark’, the famous Sherlock Holmes clue, may help us understand the Yen and evaluate whether we are seeing Asia’s biggest...
460 Views
The Next BoJ Governor, What If It Is Not Kuroda?
The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...
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Asia's Grey Swans
We follow our warning in Mr Trump’s Black Elephant - which argues that the last thing the US stock market needs is a revival in real economic...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
347 Views