Japan: Huge Policy Dilemma Raises Risks
We were wrong about BOJ policy action: The BOJ kept its monetary policy unchanged last week despite the desultory economy. Consequently, the Yen...
199 Views
AmpGFX - Lack of BoJ Action to Support JPY and Other Non-Dollar Risk Havens like Gold
The non-policy decision by the BoJ, creates considerably uncertainty over when the BoJ will consider easing policy further. Kuroda suggests he...
177 Views
Weaker Yen Bad News for Asian Currencies; Brexit Risks Fall
Japanese Yen: The weakening has only just started Both domestic and external demand weakening: Tertiary industry activity fell 0.1% m/m sa in...
195 Views
AmpGFX - BoJ's Deep Throat and China Market Risks Make Way for Higher Gold/JPY
The BoJ’s deep throat policy makes sense this time around after the shock tactics back-fired in January. The market is being massaged to expect...
197 Views
Europe a Step Ahead of EM Fallout
Chartonics weekly Monday 11 April 2016Europe a step ahead of EM falloutEurope is the underperform short bet (DAX and more recently the Eurostoxx...
191 Views