BOJ Brings a Bigger Bazooka
As of this morning's BOJ Meeting and Monetary Policy Statement, we have the first explicit version of QE Unlimited. This is not unexpected. The...
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Japan: Hold Your Nerve
The number of coronavirus cases in Japan is still rising and with it the risks of a technical recession. Despite this we remain overweight Japanese...
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Japan - A Brighter 2020
We are optimistic about Japan’s growth prospects in 2020 and are overweight Japanese equities in our regional relative portfolio. The economy, led...
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Mind the Gap! GPIF Goes Basis Hunting
On October 1, the GPIF released a comment about a change in Investment Policy for FY19 (this year to 31-Mar-2020). It only came out in Japanese. It...
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This Week in Macro: NFP, BOJ, EZ GDP - Short UST/JGB, Long Argie/Turkey, US Midterm Tail Risk Trades
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Initiate strategic short 10yr USTs and JGBs...
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