BoJ’s Ueda: Neutral rate estimation a unique challenge for Japan
In a speech today, BoJ Governor Kazuo Ueda reiterated the central bank’s commitment to achieving […]
USD/JPY: JPY Weakness Back in Vogue At Least for the Short-Term
The 10-year JGB yield has continued to push higher to 1% together with 3-month and […]
Euro Area and US PMIs Surprise to the Upside
In focus today From the US, April durable goods orders and revised May Michigan consumer […]
Week Ahead – Flash PMIs, UK & Japan CPIs in Focus; RBNZ to Hold Rates
After cool US CPI, attention shifts to UK and Japanese inflation Flash PMIs will be […]
Chinese Data Showed a Mixed, Rather Unconvincing Picture
Markets Triggered by Fed chair Powell ruling out a hike, then reinforced by sub-consensus payrolls […]
Cliff Notes: Short-Term Risks and Long-Term Opportunity
Key insights from the week that was. On Budget 2024-25, our bulletin and conversation with […]
A Steeper JGB Yield Curve May Kickstart Another Bullish Leg in Nikkei 225
Nikkei 225 has undergone a 4-week corrective decline of 10.6% since its 41,088 all-time high […]
IMF recommends gradual approach for future BoJ rate hikes
IMF projects Japan’s economic growth to continue, with a noticeable increase in consumption anticipated later […]
EV Trade Spat Flares Up Amid US Tariff Hike
In focus today Today will be quiet on the data front, with no major releases […]
Japanese Yen Lower After BoJ Minutes
The Japanese yen has posted a three-day slide and is in negative territory on Thursday. […]
BoJ’s Uchida: Deflation battle nears end, but anchoring inflation expectations remains a challenge
In a speech today, BoJ Deputy Governor Shinichi Uchida expressed optimism that the end of […]