Japan
Is Trump’s Focus on Low Yields and Low Volatility Good for Your Wallet?
There is no doubt that the Trump administration remains focused on getting the cost of debt servicing down. The strategy…
2025 Will Be the Year of Memory, Not GPUs
To state the obvious, the AI story has been the key driver of the US stock market since the thematic…
The Underestimated Risk of Deflation in America
If Federal Reserve Chairman Jerome Powell signaled the commencement of monetary easing in his 23 August speech at Jackson Hole,…
Is More Carry Trade Volatility In Store for Markets?
Financial markets found out about the potential for a yen carry trade unwind last month as reflected in the roller…
When Will Local Buying Drive Japanese Stocks to New Highs?
The pressure on Bank of Japan Governor Kazuo Ueda continues to rise, in terms of accelerating the long overdue normalisation…
Is Japan’s Stock Party Over, or Is the Best Yet to Come?
“Government may declare official end of deflation”. This was a frontpage headline in the Japan Times last quarter. This, and…
What Do Japanese Stocks and US Small Business Have in Common?
This writer’s main candidates for the areas to blow up if there is a recession in the US as a…
If the Japanese Bond Yield Hits 1%, it Could Shake the US Treasury Market
The key issue for world markets remains when monetary tightening is going to bite in the US economy. If the…
How the Fed Reacts to a Vaccine Driven Recovery Will Determine the Market’s Fate
As the media focuses on the closely contested US presidential race, as well as, of course, the Covid “second wave”,…