Dollar’s recent weakness – Blip, not new trend
In the past nine weeks major currencies and global equity markets have traded broadly in line with our expectations. The US Dollar has traded in a very narrow range, confounding consistently bearish market expectations. Similarly, most emerging Asian currencies have barely move… Become a member to read the rest of this article Username or […]
JAPAN: Mori will resign but controversy will hurt Suga
Yoshiro Mori, former prime minister and president of the Tokyo 2020 Olympics organizing committee, indicated on Thursday, 11 February, that he would step down amidst a growing backlash to sexist remarks about the role of women in meetings. Mori had previously “retracted” his rema… Become a member to read the rest of this article
Global Letter: Rising US inflation concerns
Markets are starting to fret: it is a close call, but we are slightly more sanguine. Inflation is now back on many minds. And this matters because, as go inflation expectations, so go bond yields, and thence asset prices, exposed leveraged entities, official interest… Become a member to read the rest of this article
INDONESIA: Draft regulation could result in a significant drop in severance pay
The Indonesian government is set to soon issue a regulation — possibly even by next week — that would cover the use of short-term labor contracts and may, based on the drafts available so far, result in significant reductions in the amount of separation pay for workers when a com… Become a member to […]
ASIA: Weekly politics update
Below is the weekly update of political developments across East Asia. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. CHINA: High-level rebuke of energy agency may signal fresh coal crackdown In an unusually blunt publ… Become a member to read the rest […]