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bullish
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Macroeconomics
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19 Oct 2023 09:27
Japan Watch: Time to care about the BoJ again!
Yesterday, Reuters wrote an article with a few sources hinting at another increase in the inflation forecast profile of the BoJ at the meeting...
Steno Research
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291 Views
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bearish
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Cross Asset Strategy
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24 Sep 2023 13:49
BoJ Risks Major Credibility Test, While Fed and ECB Send Different Signals About Peak Rates
The BoJ's credibility will be tested in 2024 while exiting NIRP and YCC due to political pressure Meanwhile, both the ECB and Fed are at or close...
DeSaque Macro Research
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318 Views
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bullish
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Macroeconomics
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22 Sep 2023 07:40
Japan Watch: How will Ueda cope with all of the “pauses”?
The Japanese market is always puzzling for Western investors, even if they are seldom overly involved in it unless they borrow in JPY for FX carry...
Steno Research
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447 Views
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bullish
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Macroeconomics
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12 Aug 2023 10:33
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Broker
Global Bond Investments: The Japanese buying of US bonds continued in June
Yet another month Japanese investors increased their US exposure and bought EUR 11.73bn worth of Treasury bonds in June.
Nordea
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310 Views
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bullish
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Macroeconomics
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10 Aug 2023 03:27
5 Things We Watch – Fed Overtightening, Curve Steepening, US CPI, BoJ & China
Welcome back to our Wednesday series where we take you through the world of global macro and what to look out for going forward. With US CPI being...
Steno Research
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219 Views
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