Japan: Policy Implications from the Document-Tampering Scandal
After the landslide electoral victory in 2017, it looked certain that Prime Minister Abe would stay on for a few more years. A new development in a...
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S&P/Bond Levels that Will Tip the Scales
Pre NFP Friday 9 March 2018Our base case called for a low and rally from S&P 2,660 to 2,740-50 and where we are currently resting. The...
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USD/JPY Reverse from Short to Long Platform
Implications for a USD/JPY reversal range from a positive correlation to the Nikkei, Japan banks, carry and to risk, although these links have...
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Week Ahead in Global Macro: US NFP, Tariffs, ECB, BOJ, RBA, China NPC/CPI/Trade, BOC, BNM
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Go strategic long Norwegian Krone vs EUR...
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The Rise of Foreign Workers in Japan
Until recently, foreign workers were not of macroeconomic concern as the number was too small. As foreign workers now account for 2% of the total...
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