October 4, 2013 | Daily JAM, Morning Briefing |
Looking for a vehicle for trading on U.S. chaos on the government shut down and a potential debt-ceiling default? Think Japan. Among developed markets Tokyo looks to be the most sensitive to shifts in U.S. sentiment thanks to the yen’s role as a safe haven currency.
September 9, 2013 | Daily JAM, Morning Briefing |
The week has certainly started out very well for Japan. And indeed for Asian financial markets. First, Tokyo was announced as the site of the 2020 Olympic summer games. Shares of property developers went bonkers overnight on the news.
July 19, 2013 | Morning Briefing |
The Nikkei 225 index fell 1.48% overnight in Tokyo on profit taking before Sunday’s election for the upper house of Japan’s parliament. Prime Minister Shinzo Abe’s coalition is projected to cruise to an easy victory giving the government control of both houses of parliament and a clear path for pushing forward Abe’s economic program.
June 10, 2013 | Daily JAM, Morning Briefing |
Great day for financial markets in Japan—and I think, with a lag, for U.S. financial markets too. But a bad day for emerging stock markets—because of China.
May 25, 2013 | Short Term |
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April 4, 2013 | Morning Briefing, Short Term |
The Tokyo market, which had sold off yesterday on worries that new Bank of Japan Governor Kuroda might be timid in his first moves, rallied, climbing 2.2% overnight. With the massive program of bond buying certain to put downward pressure on Japan’s currency, the yen fell 3.23% against the dollar to 96.14
January 14, 2013 | Uncategorized |
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January 12, 2013 | Uncategorized |
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January 9, 2013 | Daily JAM, Morning Briefing, Short Term |
One day doesn’t a rally make, butfter sagging for two days, shares in Japan and China are up today. The Shanghai Composite Index was down 0.03%, essentially unchanged. Today’s action re-enforces my belief that the decline in the first two days of the week was the normal pause that follows on a big advance like that recorded by the Tokyo market since the nid-December election.
January 7, 2013 | Daily JAM, Mid Term |
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January 5, 2013 | Uncategorized |
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December 18, 2012 | Daily JAM |
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