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Tag Archives: risk off
Reassessing my Bearish Dollar View
Ever since Brexit happened, I had repeatedly stated that I do not believe a hike will materialise this year. Since then, more and more market participants are talking about a December hike – especially after most of the FOMC members have … Continue reading
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BOJ Review: Kuroda concedes that Japan’s monetary policies have been exhausted
Friday came and went, with Kuroda stating that “ETF was the most appropriate” policy response to Japan’s bad economic shape. While I had underestimated the resistance from banks’ against NIRP, I am glad that my interpretation of BOJ’s narrative was not … Continue reading
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