Is This Asia’s Biggest Policy Shift in Three-Decades?
‘The dog that didn’t bark’, the famous Sherlock Holmes clue, may help us understand the Yen and evaluate whether we are seeing Asia’s biggest...
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The Next BoJ Governor, What If It Is Not Kuroda?
The overwhelming consensus among BoJ watchers is that the current governor, Haruhiko Kuroda, will be re-appointed for the second term. We agree...
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Asia's Grey Swans
We follow our warning in Mr Trump’s Black Elephant - which argues that the last thing the US stock market needs is a revival in real economic...
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USD Short to Long Transition Cycle
DXY bear call from 101 is nearing our macro target at 88.50 where we see at least an intermediate rally cycle unfolding. DXY roadmap is outlined....
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Week Ahead in Global Macro: US Shutdown, Germany SPD, BOJ, ECB, Malaysia BNM, Brazil Lula in Court
Executive summary: Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas, we are tactically...
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