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...
223 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...
204 Views
AmpGFX - BoJ and ECB open door for lower EUR/JPY
In the last two weeks the ECB has taken steps towards more monetary easing and the BoJ has taken a step back. This has resulted in a further fall...
311 Views
Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
423 Views
Japan's changes could mean ASEAN upside
Japan's economy appears to be turning the corner, as cyclical conditions improve and structural changes show progress. An important structural...
324 Views