Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Macroeconomics

<ul>
<li>Japan’s core CPI rose 2.7% YoY, coming in higher than 2.6% in June. However, its core core CPI slowed down, rising by 1.9% compared to 2.2% in June.</li>
<li>In July, BoJ’s core CPI came in below 2%. Yet the central bank maintains its hawkish stance given the rising wages and rebound in consumer spending.</li>
<li>With the US Fed signalling a readiness to lower rates and the BoJ maintaining its hawkish stance, the yen is poised to strengthen.</li>
</ul>


Japan’s core CPI rose 2.7% YoY, coming in higher than 2.6% in June. However, its core core CPI slowed down, rising by 1.9% compared to 2.2% in June.
In July, BoJ’s core CPI came in below 2%. Yet the central bank maintains its hawkish stance given the rising wages and rebound in consumer spending.
With the US Fed signalling a readiness to lower rates and the BoJ maintaining its hawkish stance, the yen is poised to strengthen.


BoJ to Remain Anchored on Monetary Tightening Despite Core CPI Falling Below 2%