Economist

Richard Iley

Macroeconomics

The CPB dataset has emerged in recent years as most analysts' preferred measure of world trade. However there is a less heralded, equally reliable but more timely data series that is frequently ignored. <a href="https://www.isl.org/en/news/rwi-isl-container-throughput-index-reaches-new-heights" target="_blank">The RWI/ISL container throughput index</a> is based on data continuously collected by the Institute of Shipping Economics &amp; Logistics (ISL) from 82 ports which cover around 60% of global freight container traffic.As many ports release data just a few weeks after month-end, the RWI/ISL data is…

The CPB dataset has emerged in recent years as most analysts' preferred measure of world trade. However there is a less heralded, equally reliable but more timely data series that is frequently ignored. The RWI/ISL container throughput index is based on data continuously collected by the Institute of Shipping Economics &amp; Logistics (ISL) from 82 ports which cover around 60% of global freight container traffic.As many ports release data just a few weeks after month-end, the RWI/ISL data is…

Global: Even More Bullish World Trade Data

Amareos

Ryan Shea

<h2>Summary</h2>Last September the BoJ announced a major change to its monetary policy operations. It introduced an explicit target for long-term Japanese government bond yields as a complement to its short-term interest rate target, a policy tool investors have become very familiar with given its widespread adoption over the past 30 or so years. As we argued at the time (see forked Insight), the significance of this policy change was lost on many investors. Incredibly, this remains so.  Many…

SummaryLast September the BoJ announced a major change to its monetary policy operations. It introduced an explicit target for long-term Japanese government bond yields as a complement to its short-term interest rate target, a policy tool investors have become very familiar with given its widespread adoption over the past 30 or so years. As we argued at the time (see forked Insight), the significance of this policy change was lost on many investors. Incredibly, this remains so.  Many…

The Market Sentimentalist - Monetary Delusions

Macro & Asian equity Technical Strategies, BBSP Asia

Federico D'Inca

Macro & Asian equity Technical Strategies

BBSP Asia

Technical Analysis

8306 JP (MUFG)PREFERRED CASE Bullish above 680 to 850. (740 surpassed will confirm a direct rise to 780).TPNBNKPREFERRED CASE Bullish above 179.80/170 to 210.00 before 225.00. 197.00 intermediate target.Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us. Equity Asia: + (65) 6735 3040 or <a href="mailto:asia@bbsp.sg" target="_blank">asia@bbsp.sg</a>Access to this document is restricted to the use of the intended recipient designated by BBSP and may not be shared with others. Any…

8306 JP (MUFG)PREFERRED CASE Bullish above 680 to 850. (740 surpassed will confirm a direct rise to 780).TPNBNKPREFERRED CASE Bullish above 179.80/170 to 210.00 before 225.00. 197.00 intermediate target.Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us.  Equity Asia: + (65) 6735 3040 or asia@bbsp.sgAccess to this document is restricted to the use of the intended recipient designated by BBSP and may not be shared with others. Any…

Japan

TOPIX-Banks Index is a capitalization-weighted index of all the banks listed on the First Section of the Tokyo Stock Exchange and is one of the 33 industry sectors of the TOPIX Index (TPX). The index was developed with a base value of 1000 as of January 6, 1992. The parent index is TPX.

TOPIX Banks Index (TPNBNK INDEX)

Global: Even More Bullish World Trade Data

The CPB dataset has emerged in recent years as most analysts' preferred measure of world trade. However there is a less heralded, equally reliable...

Richard Iley

The Market Sentimentalist - Monetary Delusions

SummaryLast September the BoJ announced a major change to its monetary policy operations. It introduced an explicit target for long-term Japanese...

Amareos

Topix Banks & MUFG

8306 JP (MUFG)PREFERRED CASEBullish above 680 to 850. (740 surpassed will confirm a direct rise to 780).TPNBNKPREFERRED CASEBullish above...

BBSP Asia