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Japan Watch: Time to care about the BoJ again!

Japan Watch: Time to care about the BoJ again!

The BoJ will have to revise the inflation forecasts UP again later this month ultimately signaling that inflation will be above 2% for the next two years. Global bond markets should start to care about the BoJ again!

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Japan Watch – Buy the JPY? >150 more likely than

Japan Watch: The Flight Back Home

Japan remains a MUST watch as a risk taker in the West. With the potential scrapping of the YCC policy and the recent recall of capital to domestic markets, could this be a potential time bomb for Western markets? Here is how we monitor the situation.

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