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 decisively breach 2%.
The attempt by the US to settle Ukraine's and Europe's future in a business deal with Putin could lead to a rift (Yalta Moment). On Thursday the EU will finally sequester Russian assets to finance UKraine and to stop them falling into the hads of Trump and Putin as part of the "deal". A security vacuum is being created in Europe which only Putin will fill. But the markets will ignore this until Trump withdraws from Europe and NATO.