The stage is set for a U.S. dollar breakout in the second half of the year.» Read More
Richard Harris, CEO of Port Shelter Investment Management says we are currently witnessing a bull market bubble caused by government liquidity. He advises to have at least a base level of equities.
Geoffrey Yu of UBS says the yen will continue to weaken until 88 against the dollar. But further weakness will be limited unless yields outside Japan move much higher.
Peter Chatwell of Credit Agricole and Roger Nightingale of RDN Associates debate the lessons from Japan for monetary and fiscal policy in the U.S. and Europe.
David Greene, Senior Corp FX Dealer, Western Union Business Solutions says that the Japanese currency could hit 82-83 levels next year since markets will turn cautious in 2013.
Japan's Nikkei stock average could rally nearly 30 percent in 2013 due to an aggressive push to reflate the economy under the country's new premier, the chief executive of Daiwa Securities Group told Reuters.
Alvin Liew, Senior Economist, UOB believes Shinzo Abe will back down from pushing the Bank of Japan too hard. He remains cautious about the after-effects of monetary easing in Japan.
Michael Woolfolk, MD & Senior Currency Strategist, BNY Mellon says there is profit-taking on the short yen position following the BOJ's policy decision, foreseeing big moves in all of the yen crosses.
Marco Bardelli, CEO, UBI Capital Singapore says fiscal expansion does not equal to economic growth, there are still many structural issues facing Japan's economy.
Hamish Pepper, FX Strategist, Asia Pacific at Barclays Capital shares his outlook for the yen.
Takuji Okubo, Principal and Chief Economist, Japan Macro Advisors expects the Bank of Japan to commit to not raising interest rates until the country realizes a 1% inflation rate.
David Greene, Senior Corp FX Dealer, Western Union Business Solutions says he expects the USD/JPY to pare back to 81 over the next 6 months as expectations over the BOJ's easing measures settle down.
Stephen Davies, CEO, Javelin Wealth Management outlines why despite a change in government, not much else will change in the world's third-largest economy.
CNBC's Rick Santelli, and Adrian Miller, GMP Securities, discuss whether the Bank of Japan will announce another round of quantitative easing when it concludes its two-day policy meeting tomorrow.
Nizam Idris, MD, head of Strategy, Fixed Income & Currencies at Macquarie speculates about the impact of BoJ easing on the yen.
Greg Gibbs, Senior Currency Strategist, RBS says the rate at which the BOJ is expanding its balance sheet is on par with the Fed's plan for next year. He says USD/JPY is clearly on an upward trend and could hit 90 very quickly.
Kelvin Tay, Regional CIO, Southern APAC, UBS Wealth Management says a recovering U.S economy will help bring global growth in 2013 to 3%.
Robert Rennie, Global Head of FX Strategy at Westpac Bank advises investors not to place heavy easing expectations on the Bank of Japan. He says the right way to play yen crosses is to wait until there is greater confirmation of easing measures.
Anticipating higher taxes, and discussing whether Washington is closer to a deal on the fiscal cliff, with Mohamed El-Erian, PIMCO CEO & co-CIO. "You will see tax rates go up, and they will be part of a bigger package, and they will hopefully be a stepping stone to other things that need to get done in Washington," he says.
Consistent with the theme of his latest book, John Mauldin of Mauldin Economics believes Japan is rapidly approaching the end of the road paved with government bonds and a strong currency.
The Japanese people have handed Shinzo Abe's Liberal Democratic Party the chance to kick-start the country's moribund economy – but which companies could benefit from the LDP's plans?