Will Kuroda-san rock the boat on his last meeting in charge of the BoJ? And will Janice Eberly prove to be a dovish VP of the Fed? 3% inflation targets soon to be discussed.
Something for your Espresso: Nothing Burger Ueda
We have been up early to watch the hearings in Japan, but very little new was brought to the table. Here are the take-aways from the hearings in Japan.
Something for your Espresso: Will the cyclical rebound be confirmed?
Will the cyclical upswing be confirmed in European PMIs and German IFO numbers? Markets clearly lean that way, while bets are being removed on a more hawkish BoJ.
5 things we watch – Fed policy, positive carry, oil markets, the USD, and implications of the newly appointed BoJ Governor
Midweek has arrived and that calls for a rundown of the five things we watch the closest. As is the custom every Wednesday, we will take you through these most important themes (and charts) in macro and summarize how we interpret them. Dig in!
Something for your Espresso: Ueda- and inflation day!
Will the new BoJ governor rock the boat? Quotes from a source close to Amamiya would suggest as much, while we look forward to the US CPI report today.
Good morning, America: Kazuo Ueda – who?
Is Kazuo Ueda another trial balloon from the Japanese government or is this a confirmation that politicians seek a break-up with the ultra-loose policy of Kuroda?