BoJ Tankan Suggests Goldilocks Scenario Still in Place... For Now
The headline BoJ Tankan number (for large manufacturers) came out at 22, up from 17 last time and representing the highest figure post Lehman....
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Land of the Rising Index – Japanese Equities
The Nikkei 225 (NKY 20,267) is expected to make new highs above last year’s 20,953 peak, as the bull market that started in 2008 continues. The...
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Japan's Democratic Party to Merge With/Run Under Koike's Hope Party in Election
Japan's Democratic Party is joining under Koike's Hope Party banner to run against the LDP. The risks of Abe's gambit are rising quickly. It would...
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Japan Stock Market Strategy - Is It Time to Put the Risk-On Trade Back On?
The risk-on trade that dominated market proceedings in the second half of 2016 was more about a reversal from an oversold position than reflective...
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The Market Sentimentalist – Rear Window: Hitchcock, Self-Driving Cars And Central Bankers
SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus,...
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