FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
Al-Chips & Hummus | JPY | Russia-Ukraine | US rents
Biden turns the screw on Israeli hostage negotiators. A mishmash of topics
BoJ | Alan Brazil | Higher for longer
And Brent Donnelly on JPY
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows
BoJ | Big Tech & Capex | Bond yields & inflation
Big Tech earnings have delivered on the AI hype. ‘Pain trade’ on US Treasuries is for higher yields
JAPAN: TINA, turnout, and structural advantages make LDP the best electoral bet
Mistrust of the opposition, down-trending turnouts, and structural advantages in the electoral system all help make the LDP a safe bet in the 31 October general election. Opposition parties’ hopes depend on improved turnout and a coordination pact, but they don’t have stro… Become a member to read the rest of this article Username […]
JAPAN: Spend-and-defend manifesto continues LDP’s buy now, pay later approach
The ruling LDP’s Lower House election manifesto contains new policy emphases in several areas including the economy, health crisis response, and energy, but omits key proposals in each area. On foreign policy, there are notable developments relating to Taiwan, China, and d… Become a member to read the rest of this article
JAPAN: Kishida, Abe, and the quid pro quo
The first set of public opinion polls show only lukewarm support for new Prime Minister Fumio Kishida’s administration, and a large majority does not favor his economic plans. Even so, the Hallowe’en Lower House election won’t turn into a horror show for Kishida and the LD… Become a member to read the rest of […]
JAPAN: New PM Kishida calls 31 October election
New Prime Minister Fumio Kishida has called the Lower House election for 31 October, in a move designed to capitalize on his initial poll bounce and the current low Covid-19 case numbers. The new cabinet sees both continuity and change, with Taro Aso being replaced after a… Become a member to read the rest […]
JAPAN: Next PM Kishida set to tweak but continue with the Abe/Suga framework
Fumio Kishida has won the LDP leadership race, leveraging Diet members’ support to edge out grassroots favorite Taro Kono in both rounds of the vote. Known as a moderate but mutable right-winger, Kishida is set to govern with a slightly’kinder’ variant of Abenomics and a c… Become a member to read the rest of […]