Tag Archives: Japan

2 Things the European Investment Grade Fixed Income Team Talked About Last Week

Bank of Japan – Some Further Thoughts As we have had more time to digest the announcements from the Bank of Japan (BoJ) last Wednesday, there are a number of things that catch our attention. Firstly, my old university economics … Continue reading

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Key Take Aways from Today’s Bank of Japan Meeting

1. Following a comprehensive assessment of monetary policy settings, the Bank of Japan (BoJ) this morning announced “tweaks” to their settings rather than radical changes. Prior to the meeting, press reports had suggested that the BoJ were split in terms … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

1. Japanese Government Bonds – Canaries in the Coalmine? In late January 2016, the Bank of Japan (BoJ) surprisingly cut their deposit rate to -0.10%, despite BoJ Governor Kuroda denying that he had contemplated such an action only a few … Continue reading

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Japan: A New Wave of Policy Intervention?

Since the beginning of the year, macro conditions in Japan have remained quite weak. We expect that Japanese GDP will grow by 0.6% YoY in the current year 2016, and around 0.5% YoY in 2017, under a Low Low Trap … Continue reading

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Market Sentiment Improved Despite Negative Data from the U.S.

The weak U.S. non-farm payroll report on October 2 ultimately led to a relief rally in riskier assets, as the probability (over 50%) of a move in interest rates was pushed off until March of 2016. In addition, oil prices … Continue reading

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