Charles Dumas, chairman at Lombard Street Research, says if Japan continues QE at 15-20 percent of GDP, there’s real risk that inflation may “spiral out of control.”» Read More
After the Japanese central bank left policy unchanged, Izumi Devalier, Japan Economist at HSBC, says attention now turns to the BOJ's inflation and growth forecasts.
Robert Parker, Senior Advisor at Credit Suisse, says the central bank will hold fire for now but expects future weak economic data to prompt "some acceleration" in its easing measures.
Eric Leve, Chief Investment Officer and Executive Vice President at Bailard, says Japan will now need to do "something more dramatic" to surprise the market.
Paul Krake, Founder of View from the Peak: Macro Strategies, discusses why the Bank of Japan is not meeting market expectations for more stimulus.
Andrew Sullivan, director of Asian sales trading at Kim Eng Securities, says the latest Japanese inflation data is a "little bit disappointing" and shows that momentum is slowing slightly.
Nizam Idris, Head of Fixed Income and Currency Strategy at Macquarie, says weaker-than-expected April core consumer prices in Tokyo could be the harbinger for the Bank of Japan to take easing measures soon.
Ben Williams, investment director at GAM, says Japanese companies will see "record-high" earnings in 2014, with strong dividend repayments.
Marc Ostwald, strategist at Monument Securities, says the quantitative easing carried out by the European Central Bank will not follow the method used by the Bank of Japan or U.S. Federal Reserve.
John Vail, chief global strategist at Nikko Asset Management, says Japanese stocks will return to being a earnings-driven market.
Steve Brice, Chief Investment Strategist at Standard Chartered Wealth Management Group, outlines the path ahead for Japanese shares.
Japan's sales tax hike is likely to dent economic growth, with some believing it may shock the country into a recession.
Alvin Liew, senior economist at UOB, says the Bank of Japan should have done some easing before the implementation of the sales tax hike as the impact on the economy will be negative.
Uwe Parpart, Managing Director, Head of Research at Reorient Financial Markets, explains why the Bank of Japan is likely to start monetary easing in June by purchasing more exchange-traded funds.
Laura Fitzsimmons, VP, Futures & Options at JPMorgan Investment Bank, says BOJ governor Harihiko Kuroda has been upbeat in recent speeches, which may rule out chances of further easing.
CNCB's Kaori Enjoji re-caps the Bank of Japan's decision to leave monetary policy unchanged at the conclusion of its two-day meeting on Tuesday.
Gareth Berry, FX Strategist at UBS Investment Bank, outlines two trading strategies for currency pair after the Bank of Japan left its monetary policy unchanged on Tuesday.
Takuji Okubo, Principal & Chief Economist at Japan Macro Advisors, expects the economy to contract 3 percent in the April-to-June quarter from the previous quarter.
Mikihiko Yamato, Deputy Head of Research at SG-Ji, expects inflation to come in just below 1 percent over the next year, which makes the Bank of Japan's corporate survey a bit too ambitious.
Melissa Otto, Director & Equity Research Analyst at TIAA CREF Asset Management, says the Bank of Japan will need time to hit its 2 percent inflation target.
Andrew Sullivan, director of Asian sales trading at Kim Eng Securities, says the Bank of Japan is unlikely to act to counter the effect of the sales tax hike for a few months and explains it could be too late.