The BoJ chose to do nothing, On the one hand it is afraid to raise rates and then being surprised in a few months when tariffs create deflationary pressure so it has to reduce rates again. On the other hand, if it doesn't raise rates the yen weakens and imported inflation may s... Read More

Quantum Strategy - The Micro Podcast on Macro Matters: What's happened but matters still: China data; Germany - what the Bundesbank believes; Korea - the constitutional crisis; & France - why a decent PM makes no difference - no reform before the populists take over. And to ... Read More

US Non-Farm Payrolls : The Non-Farm Payrolls report shows that only 12,000 positions were added in October (much lower than the exp. 100k, average compiled by Dow Jones) US Unemployment rate is unchanged at 4.1%, in line with expectations. The Bureau of Labor Statistic... Read More

Japanese elections mean weak coalition government. Markets will see Yen weaken - Boj stops normalising policy. Weak yen and likelihood of fiscal packages (to buy votes) means stringer equities. JGB tields will rise reflecting bigger deficits. Read More

A great discussion of China's market ramp and its sustainability with Peter Lewis and Enzio Pfeil- everything from culture to Hayek Read More

Leadership matters in Japan with the biggest impact being on regional security Read More

RTHK - The Close- Tech Grayzone Warfare, China Deflation & the US Presidential Election Read More

Yen Strength - will Japan suck global liquidity dry? Read More

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More