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Abe's Third Arrow

October 19, 2017
Japan's Abe's gamble to call snap elections shortly after the stunning defeat in the Tokyo elections appears likely to pay-off.  He called the bluff of his former defense minister and now Governor of Tokyo Koike who is leading the main opposition party now, the Party of Hope.  The Party of Hope may have over-reached and now appears to be s…
Abe's Third Arrow Abe's Third Arrow Reviewed by Marc Chandler on October 19, 2017 Rating: 5
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What is the Bank of Japan to Do?

April 26, 2017
The Bank of Japan is unlikely to change policy.  Its current policy of targeting 10-year bond yields and expanding the balance sheet by JPY80 trillion is aimed at boosting core inflation to 2%.  
However, the risk is that BOJ Governor Kuroda surprises the market as he has done on other occasions.  If Kuroda is going to surprise the market, what wou…
What is the Bank of Japan to Do? What is the Bank of Japan to Do?  Reviewed by Marc Chandler on April 26, 2017 Rating: 5
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Markets Turn Quiet Ahead of the Weekend, Dollar Consolidates Gains

December 16, 2016
Some mild position squaring pressures are evident ahead of the weekend, and for many market participants the year is coming to an end. Outside of the BOJ meeting next week, the calendar turns light and markets are moving into holiday mode.  
The Dollar Index is seeing this week's gains trimmed, but it is up nearly 1.4% this week.  Although the …
Markets Turn Quiet Ahead of the Weekend, Dollar Consolidates Gains Markets Turn Quiet Ahead of the Weekend, Dollar Consolidates Gains Reviewed by Marc Chandler on December 16, 2016 Rating: 5
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Rising US Premium Lifts Dollar-Yen

November 10, 2016
The US dollar rallied nearly 5.75% off yesterday's low to push through the 200-day moving average (~JPY106.60) for the first time since early this year. It is at its best level in 3.5 months. The next technical target is near JPY107.50. Technical indicators are getting extended, but no sign of an imminent top. The note of caution is that …
Rising US Premium Lifts Dollar-Yen Rising US Premium Lifts Dollar-Yen Reviewed by Marc Chandler on November 10, 2016 Rating: 5
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Are Foreign Investors Done Selling Japanese Equities?

October 31, 2016
Foreign investors were significant buyers of Japanese in the early days of Abenomics.  In 2012 and 2013, foreign investors bought JPY3.62 trillion of Japanese shares.  They were still small buyers in 2014 (JPY178 bln), but last year, they were sellers for the first full year since 2011.  
This year, the selling has dramatically accelerated  In the …
Are Foreign Investors Done Selling Japanese Equities? Are Foreign Investors Done Selling Japanese Equities? Reviewed by Marc Chandler on October 31, 2016 Rating: 5
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