BOJ: The 80 Trillion Yen Question
The Bank of Japan July policy meeting ends tomorrow (Friday 29 July), and markets remain divided as to its outcome. Although expectations of...
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Will Capital Still Flow into Asian EMs?
At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...
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Fed, BOJ Could Rain on the Megabank Middle Market Acquisition Parade
The combined monetary policy outlook suggests that Japanese megabanks’ window of US middle market acquisitions is limited, even despite the current...
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Pokémon GO - A Thought Snack II: What's It Worth To Nintendo?
Nintendo shares are up 90% in the last 8 trading days since the day before the launch of the newest product with Nintendo content. The market cap...
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Macro Chart Focus: Surprises and Uncertainty Premia
There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we...
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