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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Macro Chart Focus: Brexit and the Yen
Yen has been the (perhaps unwilling) beneficiary of the risk-aversion of Brexit.This type of environment is a high risk environment for MOF...
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Three Pronged Attack on Japan's Banks, Becomes More Pointed
Japan’s banks face pressure on margins, credit costs and stock market losses. Much of this will worsen further since events in the UK....
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The Brexit Vote Result Means Additional Headwinds ForJapanese Banks
The Brexit vote result is a clear negative for independent investment banks, and major banks with sizable crossborder transaction flows to a lesser...
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Japan's Banks Can Lose 30% of Income
With less interest income on cash, securities and loans, Japan’s banks can lose a considerable amount of current profit. We show how negative...
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