The Bank of Japan Plays Footsie with the Market-Will They or Won’t They?
Potential impact on global markets from Japanese capital repatriation. Despite positive US economic data, the USD is no longer strengthening...
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Rotating EM Flows: From Japan to Emerging Asia
Welcome to the Emerging Market Series, this week covering the rotating capital flows away from Japan and its significance for China and Emerging...
215 Views
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...
206 Views
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...
232 Views
Index Rebalance & ETF Flow Recap: NKY, ASX, CSI300, A50, STTF, LowVol30, Value Up
This recap highlights Insights covering Asian index rebalances (announcements/ forecasts/ IPO Fast Entry/ M&A driven changes). We also highlight...
835 Views