Month / March 2022
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Stocks rally should continue as Putin’s war gets scaled down and money runs out
We wanted to dedicate yet another publication to BOJ’s blatant policy errors that is leading to yen’s implosion that we think could spell the end of the bank chief’s reign, even before…
March 26, 2022 -
BOJ’s policy error to further devalue yen, forcing Kuroda regime change
In our February 12th publication, just before the war in Europe led us to readjust our expectations for global growth, we dedicated that weekly to potentially dire implications of BOJ’s emergency JGB…
March 19, 2022 -
China looking under mounting pressure to force Russia into peace deal
As we have underlined in recent weeks, chances for stagflation have greatly increased as the impact of war in Europe is already showing signs of demand destruction on top of surging energy…
March 13, 2022 -
China has much to gain to broker a ceasefire in Ukraine
With potentially deliberate Russian strikes on Ukraine’s large nuclear power plant escalating concerns about the war engulfing the rest of Europe, geopolitical risks have completely gripped the market. Energy prices are hitting…
March 5, 2022