Naomi Fink, CEO at Europacifica Consulting, explains the delicate balance which the Bank of Japan needs to strike for its currency to continue boosting exports while countering a record current account deficit.» Read More
John Noonan, Senior FX Analyst at Thomson Reuters says the markets are expecting aggressive easing from the BoJ but there might be some disappointment.
Nick Maroutsos, Founder & Managing Director at Kapstream Capital explains why currency hedging rather than government bond yields are the best way to profit from Japan's central bank meeting.
The new Bank of Japan governoris struggling to build a consensus ahead of his first central bank board meeting this week, risking disappointing markets that expect a radical shift in its policymaking framework.
Japan's central bank will hold its first 2-day policy board meeting under the new leadership tomorrow, and new chief Haruhiko Kuroda has reaffirmed all options are still on the table to meet the 2% inflation target. The Nikkei's Sachiko Kishida reports.
The Bank of Japan's two-day meeting which begins Wednesday will arguably be the most closely-watched in years given expectations for a radical monetary policy.
Paul Bloxham, Chief Economist for Australia and New Zealand at HSBC, explains why any monetary stimulus from the Bank of Japan would only amount to sound and fury in the medium term.
Glen Wood, Head of Sales, Global at Mitsubishi UFJ Morgan Stanley Securities tells CNBC's Cash Flow which Japanese stocks he likes in the lead up to the BoJ's much anticipated policy meeting.
Steve Brice, Chief Investment Strategist at Standard Chartered Wealth Management Group, explains why it will be difficult to get Japanese corporations to invest overseas.
The start of the second quarter gives bulls a lot to think about: the US jobs report, plus central-bank meetings in Europe and Japan. Will they keep running or take a break?
Next week, much of the action will again be outside the United States, with the European Central Bank and the Bank of Japan both meeting.
Jonathan Cavenagh, Senior FX Strategist at Westpac Bank expects the USD/JPY currency to trade lower because a lot of policy news from the BOJ and government are already priced in. Andrew Freris, Chief Investment Advisor for Asia at BNP Paribas Wealth Management joins the conversation.
The Bank of Japan is likely to start open-ended asset purchases immediately rather than in 2014 and consider setting a new target to buy longer-dated bonds at its rate review next week, sources say.
Ron Napier, Head at Napier Investment Advisors, explains how weakening the yen until it hits fair value with the greenback will encourage domestic investment from Japanese corporates.
One firm believes there are reasons to take the other side of the "Sell in May" trade, making the case against selling now.
Ed Rogers, CEO & CIO, Rogers Investment Advisors explains how Japan's free trade agreement with the European Union is part of Prime Minister Abe's strategy to revive the economy.
Eric Sprott, CEO at Sprott Asset Management explains why promises of money printing by the Bank of Japan's new leadership isn't enough reason to buy Japanese stocks.
Crude oil fell on Thursday, yet some traders saw it as a bullish sign that black gold wasn't trading at a lower level.
Andre De Silva, Head of Asia-Pacific Rates at HSBC Global Research says significant flows from Japan's private sector investors towards Europe & EM have been detected.
Sebastien Galy of Societe Generale says new BOJ governor Haruhiko Kuroda doesn't necessarily need to come out with guns blazing; he just needs to stabilize markets.
Haruhiko Kuroda has long been frustrated with Japan's poor economic performance. Now, as the Bank of Japan's new governor, he can do something about it.