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Equity Watch: Japan – Board or abort Nikkei 225?

Equity Watch: Japan – Board or abort Nikkei 225?

The Japanese Nikkei 225 has, apart from yesterday’s move lower, been on a streak of strength since the turn of the calendar. So, with its Asian peer on the ropes and the toned down remarks from members of the BoJ regarding inflation, is the index a buy from here?

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Equity Watch: Japan – Board or abort Nikkei 225?

Japan Watch: How will Ueda cope with all of the “pauses”?

Ueda has got the situation under control and managed to orchestrate a whole string of positive market developments on the back of his monetary policy mix. There are no major reasons to change course. Steepen the JPY curve slowly, while accommodating the short-end.

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Japan Watch: Flows in JPY and JGBs after the YCC decision

Japan Watch: The pros and cons for Ueda

It seems carved in stone that the Bank of Japan will have to revise the inflation path higher again in projections but will it be enough for Ueda to move the needle on the yield curve control? Here is our list of pros and cons and our base-case!

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Something for your Espresso: Bye bye NIRP and growth?

Something for your Espresso: The G7 doves are coooooooing!

The G10 central banks coordinately called the peak in global inflation after the Davos gathering earlier this year and now BoJs Ueda has hinted that central banks agreed at the G7 meeting that they should patiently wait and see for the effects on already implemented. The doves are cooing!

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Steno Signals #46 – Liquidity is drying up fast! Sell in May and go away?

Steno Signals #46 – Liquidity is drying up fast! Sell in May and go away?

We have been bullish on equities through the year but now see increasing signs warranting a defensive shift in positioning. Liquidity is drying up both in Europe and the US, and BoJ has effectively made further liquidity adding interventions unnecessary. China may be the only place on earth with positive liquidity trends.

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5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks

5 Things We Watch: The return of the banking crisis, Japan, China, Liquidity and Euro Inflation

The banking crisis seems to be back, Asia is apparently the new black, and the hopes of an economic comeback in the West is vanishing. Things are certainly not as we thought a couple of months ago, but follow along as we look at the best hideouts in this week’s edition.

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5 Things We Watch: UK & US CPI, Gaza, JPY, and Banks

5 Things We Watch: (Dis)Inflation, FOMC Meeting Minutes, The Debt ceiling, Energy and Japan

With the banking turmoil leaving the headlines (for now), we turn our attention towards the main themes in the broader macro landscape. What’s going on with inflation? What will the Fed do? Is oil turning bullish? And what about Japan? As always we keep you updated on the 5 biggest themes of the week. Enjoy!

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