Month / February 2023
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BOJ incoming governor drops big hints of policy divergence
The first testimony in parliament by the incoming BOJ governor, Kazuo Ueda went reasonably well. He pledged his support for BOJ’s continued easing as one would have expected at his nomination hearing, showing…
February 26, 2023 -
Moving on from BOJ we address other key global issues
This week we want to move away from BOJ’s regime change and our call for an end to Abenomics to address other key issues driving global markets. Most importantly, with US inflation…
February 19, 2023 -
BOJ’s new governor ushers the end of Abenmoics
We think government’s pick of Kazuo Ueda as the next BOJ chief spells the end to economic policies of the late Shinzo Abe and his Abenomics playbook. To be sure we think…
February 11, 2023 -
Why market could be wrong about BOJ’s next governor!
With PM Kishida set to decide on BOJ’s next governor this week, all eyes will be on who will succeed Kuroda-san whom we have long been highly critical of. Although we think…
February 4, 2023
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