Month / September 2022
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MOF opens another front in Japan’s losing battle against capital markets
The events in capital markets played out as we had expected and explained in our last week’s publication. Number of central banks followed Fed’s move to aggressively raise interest rates to fight…
September 24, 2022 -
Markets facing bleak outlook both economically and geopolitically
Optimism about the US central bank ending its monetary policy tightening and reversing course by early next year have all but vanished. With core inflation data coming hot as we have been…
September 18, 2022 -
Pressure on BOJ’s Kuroda to resign is only intensifying
The yen’s latest plunge is reportedly making BOJ governor’s last few months at the helm very difficult. As we have long argued, we think BOJ simply does not have enough time to…
September 10, 2022 -
A quick rundown of our core stock market strategy
This week we look more inwards and briefly touch upon our core themes and our Japan stock market strategy. With markets coming to terms with the reality that inflationary forces are unlikely…
September 4, 2022