The BOJ Twists Its ETF Buys
Today, after a period of "Comprehensive Assessment" of its QQE policy and program, the BOJ has done its own 'Operation Twist.' I am sitting in an...
453 Views
Japan: Negative Rates May Well Persist for Longer
Core machinery orders grew 4.9% m/m in Jul 16, building further momentum on the back of the 8.3% m/m surge in Jun 16. However, the broad picture,...
274 Views
ANIMAL SPIRITS™ REPORT:  BOJ "Comprehensive Assessment": Tokyo Visit Takeaways
Executive Summary NIRP is believed to have worked and in all probability will not be reversed at the September 21 BOJ meeting. QQE will not likely...
316 Views
BoJ Tapped to Taper
In their policy meeting on September 20-21, the BoJ will be essentially admitting that they can no longer pursue 2% inflation rate target as...
415 Views
The World's Most Important Central Bank (It's Not the Fed)
Ever since the Great Recession, the world economy has been suffering from a malaise that has come to be known as the “New Normal”; one where real...
388 Views