Week Ahead in Global Macro: FOMC/ECB Minutes, EZ PMIs, Mattarella Decides, Powell/Bostic, BOK, SARB
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: We re-engage in strategic short EUR-USD,...
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Japan: Scoring Results & Forecasts - Earnings Momentum Slowing > Weaker ¥ Required
SCORING RESULTS AND FORECASTS - Our most recent report Japan Results - Final Tally covered the aggregate performance of all currently...
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The Two Charts That Every Asian Investor Should Know About
Things are changing fast. Singapore’s Lee Kwan Yew wisely observed that China is not just the largest economy in the World: it is the largest...
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A Wake-Up Call for Japanese Policymakers.
After 2 years of consistent growth, the Japanese economy contracted in the 2018 January-March quarter. While it is a disappointing result, we think...
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Japan: Wages Finally on the Rise
Wages in Japan seem to be finally on the rise. According to the preliminary wage report for March 2018, regular wages in Japan rose by 1.3% year on...
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