Strategy Bulletin
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Oct 17, 2016 [Vol.169]
Japan-US Relations under a New President could change presumptions of US$/Yen Exchange Rates
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Sep 23, 2016 [Vol.168]
Regulated market interest rates Thoughts about the effectiveness of a third round of the “Kuroda Bazooka”
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Sep 15, 2016 [Vol.167]
The US Interest Rate Hike and the Power Struggle within China Near-term prospects for a hard landing in China have receded
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Sep 02, 2016 [Vol.166]
Global yield hunting is very likely to target Japanese stocks - Stage two of the Abenomics market may start if the China crisis is contained
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Jul 19, 2016 [Vol.165]
The Mystery of Record-high US Stock Prices amid Historically Low Interest Rates The US can avoid the liquidity trap that has snared Japan and Europe
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Jun 27, 2016 [Vol.164]
A key turning point – Will eliminating Brexit uncertainty cause stocks to rebound? Containing the China crisis will be critical.
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Jun 21, 2016 [Vol.163]
Why developed country fundamentals are sound but Japan’s stocks are down - A strong yen driven by China’s crisis explains
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Jun 06, 2016 [Vol.162]
The May US Employment Numbers Could Push the Dollar Higher - Be careful not to underestimate the extreme soundness of the US economy
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May 23, 2016 [Vol.161]
A Risk Scenario for Global Financial Markets - The growing struggle about the future direction of China may spark a fight for control
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May 02, 2016 [Vol.160]
The Danger of a US Beggar-thy-Neighbor Policy
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Apr 25, 2016 [Vol.159]
Don’t fight the BOJ – The non-traditional evolution of BOJ policies is inevitable The theoretical outcome is a powerful stock market rally
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Apr 07, 2016 [Vol.158]
Japanese stocks alone drop as April begins – What does this mean?
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Feb 29, 2016 [Vol.157]
The End of Risk Aversion Due to China and Oil Has Arrived G20 will quell the China crisis; Yuan stability, capital controls and more spending will be critical
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Feb 01, 2016 [Vol.156]
Will Kuroda’s Initiative Save the World? Monetary easing on January 29 may become a key turning point for the market
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Jan 29, 2016 [Vol.155]
China must stop the spread of the “poison” and impose restrictions on capital The first faint signs of the end of this stock market downturn are emerging
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Jan 08, 2016 [Vol.154]
The beginning of the end of the Chinese economy’s free lunch The lockdown of China’s markets will halt the worldwide chain-reaction plunge in stock prices
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Jan 01, 2016 [Vol.153]
Abe initiatives are sparking “consumption power” ¥24,000 Nikkei is possible
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Dec 18, 2015 [Vol.152]
US and Chinese perspectives of the US interest rate hike
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Nov 30, 2015 [Vol.151]
2016 Market Outlook Strength in Developed Countries but Weakness in China
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Nov 05, 2015 [Vol.150]
On the Verge of a Dramatic Age of Innovation Thoughts about “The Second Machine Age”
