Mitsubishi UFJ Financial Group: Upside Potential?

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The Market Sentimentalist - Strategic Impatience

The Market Sentimentalist - Cock-A-Doodle-Doo

Amareos

Ryan Shea

Thematic (Sector/Industry)

<h2>Summary</h2><p><em>The Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus, bringing the curtain down on what has been famously – and correctly in our view – described as the world’s greatest monetary policy experiment. Given that the global economy has become accustomed to cheap money over the past eight years, and with asset price valuations at historically elevated levels, the challenge for central bankers is considerable.</em>…</p>

SummaryThe Fed and the BoC have been the vanguard, but other major central banks are signalling their intention to withdraw monetary stimulus, bringing the curtain down on what has been famously – and correctly in our view – described as the world’s greatest monetary policy experiment. Given that the global economy has become accustomed to cheap money over the past eight years, and with asset price valuations at historically elevated levels, the challenge for central bankers is considerable.…

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