Steno Signals #72 – When a Recession Meets a Melt-Up in Equities and Bonds
The BoJ no longer has a firm guidance towards higher 10yr bond yields, the Fed accepted higher long bond yields as an excuse to pause and economic...
517 Views
Playing with Fire – FX & Rates, Japan
Is the Bank of Japan immune in a world that sees rising consumer prices? Should they continue to pursue a policy that only seems to weaken their...
420 Views
Japan - Recovering But...
The pandemic is behind, but Japan is not out of the woods. The economic recovery has been weaker than anticipated given that there was no lockdown...
528 Views
Japan's Mr Suga: Same, Same No Different
Mr Yoshihide Suga won by a landslide the ruling Liberal Democratic Party’s 14 September, leadership election to succeed Mr Shinzo Abe as prime...
559 Views
Nikkei Cracks Under 23k Macro Barrier
Nikkei 225 (NKY INDEX) has formed an overlapping rising wedge that spells trouble for the Japanese equity market as a second rejection at 23k is in...
398 Views