Measuring Rally Caps
Counter trend rally call in the global cycle is now coming through after some heart wrenching support tests Thursday. We are targeting S&P...
365 Views
East and South China Sea Disputes Simmer
Incremental steps to push the envelope by disputing parties raise the risk of unintended clashes Japan has relocated refuelling of its surveillance...
378 Views
Nitori (9843 JP) Vs. Kikkoman (2801 JP): Statistical Arbitrage Setup in Consumer Pair
Relative value opportunity targeting 9% by going long Nitori (9843 JP) and short Kikkoman (2801 JP), appealing to quantitative traders seeking mean...
281 Views
Japan: No Urgent Need for BOJ Easing
A mixed bag of signals, but generally better than thought GDP contraction in 3Q15: The economy shrank 0.8% y/y (annualised rate), after falling...
350 Views
EUR/JPY Downtrend Likely to Persist if BoJ Leave Policy Unchanged
The market appears to see some risk that the BoJ surprise at tomorrow’s meeting and ease policy. This is not out of the question, but the timing...
322 Views