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5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel

5 Things We Watch: BoJ, JPY & CNY, Monetary trends, UST selloff & Biden’s visit in Israel

While tension keeps mounting in the Middle East, we’ve decided to broaden the global macro-horizon. From rising pressures in Japanese policy and the preceding Asian currencies to monetary trends in EUR and USD, and everything in between. We break down this week’s most noteworthy developments.

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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: The Flight Back Home

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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Something for your Espresso: More USD strength is coming!

Something for your Espresso: 5% wage growth in Japan

The RBA echoed rhetoric from other central banks and will frontload a few hikes while assessing the “extent” of damage done to the economy of former lags. The question is now if Powell rocks the boat on the coordinated central bank rhetoric today.

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