Japan’s Ramping Inflation and Growth Brings BOJ Rate Hikes Back in Focus
Inflation and economic growth in Japan place potential rate hikes by the BoJ back into view, supporting the weakening Yen.
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Are We Heading for a Volatility Event?
Notably, Semiconductors (light blue), Gold (depicted in blue), High-Yield OAS (in red), and Bitcoin (represented in black) exhibit remarkably...
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Positioning Watch – Bye Bye Japanese Consensus Case?
Hello everyone, and welcome back to our weekly positioning watch, which today will start at the growing number of BoJ officials who are now...
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EM Stimulus Showdown: From Beijing with Boost to EM?
Welcome to this week’s edition of our EM-angled editorial, which comes hot on the heels of the PBOC Key Ministry Briefing. So, where better to...
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Macro Regime Indicator: MORE liquidity is coming
Greetings and welcome to this month’s Macro Regime Indicator. Financial markets have behaved pretty much just as we laid out in last month’s...
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