US Non-Farm Payrolls : The Non-Farm Payrolls report shows that only 12,000 positions were added in October (much lower than the exp. 100k, average compiled by Dow Jones) US Unemployment rate is unchanged at 4.1%, in line with expectations. The Bureau of Labor Statistic... Read More
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26 Sep 24
Japan- The LDP leadership election - Why leadership matters
Leadership matters in Japan with the biggest impact being on regional security Read More
31 Mar 24
Japan Yen Ides Of March
#Finance#Monetary Policy#Japan#Strategy Archive#Bank of Japan#Interest Rates#Shunto Wage Settlements#International Reserves
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 Mar 24
Japan And The Yen - Beware Of The Idle Days In April
#Finance#Monetary Policy#Japan#Strategy Archive#Bank of Japan#Interest Rates#Shunto Wage Settlements#International Reserves
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
19 Mar 24
Boj - As Expected
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 Mar 24
Japan Boj Mood Music
#Monetary Policy#Japan#Markets#Strategy Archive#Bank of Japan#Government Debt#Interest Rates#Banking#Yield Curve Control
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
15 Mar 24
Japan Boj Mood Music
#Monetary Policy#Japan#Markets#Strategy Archive#GDP#Bank of Japan#Government Debt#Interest Rates#Banking#Retail Sales#Yield Curve Control
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
31 Jul 23
Three Dark Towers
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
02 Mar 23
Spring Of Discontent
#Trade#Oil#Gas#Monetary Policy#Japan#Strategy Archive#Equities#Bank of Japan#Inflation#Commodities#United States#Grains#Bonds (JGBs)#Europe (Mentioned as "EM" - Emerging Markets implies
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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