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5 Things We Watch – Manufacturing, Natural Gas, JOLTS, BoJ & China

5 Things We Watch – Fed, ECB, BoJ, RBA & Credit

It’s central bank week again, and that of course means that we provide you with all you need to know ahead of the big meetings. Recent inflation numbers have pause written all over it, but will central bankers keep their hawkish tone?

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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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