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 decisive... Read More
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11 Dec 25
The Fed and the BOJ: The Manichaean War for Central Bank Independence
#US Federal Reserve#Boj what to expect#US Federal Reserve Independence.#BoJ#Trump’s Crusade Against the US Fed
The Fed and the BOJ More Fed cuts to come....but not the sort that will contiue to inspire confidence in equity markets. In Japan the battle for central bnk independence will be declared when Ueda raises rate by 75BP in the BoJ December meeting. That will ... Read More
04 Nov 25
Odd bins
#Cold War#NuclearThreats#US Federal Reserve#Change in Leadership#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.
This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio... Read More
16 Sep 25
Odd bins
#US Fed#US Federal Reserve#Central Banks (US Federal Reserve)#Boj what to expect#US Federal Reserve Independence.#BoJ#Trump’s Crusade Against the US Fed#Asian Equities#European Equities.US Yield Steepeners.US Fed Independence.
Odd bins Investment Conclusion Asian equities added as European equities reduced. A warning on Fed Independence. Shipping data show weakness in the US economy. Read More
21 Jul 25
Shifting Sands
#Putin#Japanese Elections#Trump Policy#Japanese Yen#Currency ( Yen )#Yen Shorts#Putin Strategy#Vladimir Putin#President Putin#Yen (JGBs)#Japan (JGBs)#JGB (Japanese Government Bond)#Bonds (JGBs)#Boj what to expect#BoJ#Trump Tariffs.#US Tariffs#President Trump#Japan Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short... Read More
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