USD/JPY Extends Rally Ahead of BOJ Core CPI
USD/JPY climbs for a third straight day BoJ Core CPI will be released Tuesday New […]
Yen Falls as BoJ Ueda Dims Hopes of Policy Shift; CHF/JPY Ready for New High
Japanese Yen suffers broad sell-off today, following comments from BoJ Governor Kazuo Ueda that seem […]
Modest Movements in Financial
Market movers today The week starts off with a thin data calendar, German Ifo Index […]
Weekly Economic & Financial Commentary: Give Thought to the Pause
Summary United States: A Downturn Is Still in the Cards Data released this week support […]
Week Ahead – Spotlight on BoJ’s Ueda as First Meeting Looms; US and Eurozone Data Eyed Too
The Bank of Japan will hold its first policy meeting under the stewardship of Kazuo […]
Bank of Japan Preview: Risk of Tightening Too Soon Still Dominates
We do not expect any changes to monetary policy on the new Governor Ueda’s first […]
Weekly Focus – PMIs Continue to Show a Two-Speed Economy
Financial markets lacked clear direction this week, although negative sentiment strengthened towards Friday. The recovery […]
Inflation in Japan Stabilizing
High inflation is not such a big problem for Japan as it is for, for […]
BoJ May Start to Give More Hints on Policy Normalization
Japan sticky inflation (excluding fresh food & energy) continued to increase for 10 consecutive months. […]
The Dollar Still Looks Fragile
Markets Recent hawkish repositioning yesterday did run into resistance. The US 2-y and 10-y yield […]
BoJ Ueda highlights importance of strong inflation projections in monetary policy decisions
BoJ Governor Kazuo Ueda emphasized today that the central bank’s inflation forecasts must be “quite […]