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Reflation Watch: Has Japan turned a page, and have markets gotten ahead of themselves?
2024-03-28The BoJ delivered a historical hike – its first in 17 years – last week. Does this mark the turning point for Japan for good, or do risks still linger? ...5 Things We Watch – Cyclicals, Baltimore Bridge, ECB, USDJPY & Sentiment
2024-03-27Markets continue to celebrate what looks to be a perfect landing, while BoJ is seemingly preparing an answer to the post-hike weakness in JPY. Read about the other 3 things ...Trade alert: Stopped out of SEK and Nat Gas
2024-03-27To read the full article, sign up for a 14-day FREE trial of the Premium plan. Already a member? Login hereExplainer: the 3 faces of Chinese consumer pessimism
2024-03-27To read the full article, sign up for a 14-day FREE trial of the Premium plan. Already a member? Login herePositioning Watch – Time to get out of the cyclical trade?
2024-03-26To read the full article, sign up for a 14-day FREE trial of the Premium plan. Already a member? Login hereGreat Game – Moscow terror, Netanyahu Furious and Biden climbing polls
2024-03-26Geopolitical analysis of the questions we’re getting the most
Something for your Espresso: A bridge over troubled waters
2024-03-27To read the full article, sign up for a 14-day FREE trial of the Premium plan. Already a member? Login hereSomething for your Espresso: From China with love
2024-03-26To read the full article, sign up for a 14-day FREE trial of the Premium plan. Already a member? Login hereSomething for your Espresso: You shall not pass!
2024-03-25To read the full article, sign up for a 14-day FREE trial of the Premium plan. Already a member? Login here