With the Rugby World Cup starting next week and the 2020 Olympic Games on the horizon, Japan is set to be the focus for many around the world in the coming months. For investors, long-term…
The Bank of Japan Finds Itself in a Dark Corner
The main event of last week was the failure by the Bank of Japan to introduce new stimulus (having led or allowed the market to believe they would), and the resulting sell off in the…
A Tour of Financial Markets
We have been looking for the end of the risk rally for a few weeks now. US equity and credit markets have been the most robust and have so far refused to rollover. Elsewhere, we…
Corporate Earnings and Capital Flows are the Focus for the Weeks Ahead
Although markets seemed to really quieten down ahead of the long Easter weekend, there was still enough happening and enough on the near horizon to keep us on our toes. Rather than dive into a long essay…