Reports Library
Showing All Results
Navigator
This week we publish "The 8 Disruptions" or why consensus flat world forecasts are wrong. The BoJ will be key in first stage of the battle for central bank independence in Japan . We expect it raise rate to 0.75bp. But if Ueda chickens out JGB 1pyr yields will decisive…
The Fed and the BOJ: The Manichaean War for Central Bank Independence
The Fed and the BOJ More Fed cuts to come....but not the sort that will contiue to inspire confidence in equity markets. In Japan the battle for central bnk independence will be declared when Ueda raises rate by 75BP in the BoJ December meeting. That will …
Shifting Sands
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…