Joe Zidle, Portfolio Strategist at Richard Bernstein Advisors, says Japan's central bank must ease more if the country wants to avoid a 1994 type recession.» Read More
Japan's former Prime Minister Shinzo Abe receives a rare second chance at the top job. And as CNBC's Adam Bakhtiar reports, Abe is hoping his second term in office goes better than his first.
Jesper Koll, MD & Head of Japanese Equity Research, JPMorgan Securities Japan discusses what Shinzo Abe and the LDP will have to consider as they look to lift Japan's economy out of the doldrums.
Jesper Koll, MD & Head of Japanese Equity Research, JPMorgan Securities Japan says Abe's clear policy stance helped propel his party to victory. He adds that the new government's attack on deflation will help risk asset markets.
PK Basu, MD & Head of Asia Research & Economics, Maybank Kim Eng and Ed Rogers, CEO & CIO, Rogers Investment Advisors discuss whether Abe-san can efficiently weaken the yen and fight deflation.
Aaron Smith, managing director at Pecora Capital, tells CNBC that they expect the yen to continue to weaken, especially if LDP leader Shinzo Abe is able to get a safe number of seats that will give him a veto proof mandate to print money.
Stephen Roach, Senior Fellow at Yale University says Japan needs structural repair and reforms like those in the Koizumi-era, rather than Shinzo Abe's aggressive easing measures.
Guests and anchors on Squawk Box Europe debate whether the Yen is still the ultimate safe haven currency of if it is likely to weaken.
Sean Callow, Senior Currency Strategist, Westpac Bank says with the RBA cutting rates and the Bank of Canada keeping rates on hold, now is the best time to short this currency cross.
The Bank of Japan will likely ease monetary policy as looming risks such as the potential fallout from the U.S. fiscal cliff and weak Chinese growth continue to cloud the outlook for an economy already seen as in recession.
Michael Kurtz, Global Head of Equity Strategy, Nomura says the elections in Japan will in essence, be a referendum on monetary policy. He adds that he would not short Japan at a time like this, unless it's for tactical reasons.
Andre De Silva, Head of Asia-Pacific Rates, HSBC Global Research says investor worries about hot money flowing out of emerging markets like Malaysia and Indonesia are unfounded due to favorable market conditions.
Month-end selling dents the yen and Mario Draghi lifts the euro — it's time for your FX Fix.
Takuji Okubo, Principal & Chief Economist at Japan Macro Advisors discusses the impact of the upcoming Japanese elections on the Bank of Japan's policies.
Regulators in Japan recently counseled regional banks that hold massive amounts of Japanese government bonds to shorten the maturity of their holdings to reduce their interest rate risk. The FT reports.
Alastair Newton, Senior Political Analyst, Nomura says that even if the LDP wins next month, it will still have trouble pushing through any laws to change the BOJ as Abe will not have a majority in the upper-house, and will need a 2/3 majority in the diet.
Manpreet Gill, Senior Investment Strategist at Standard Chartered, says he doesn't believe the BOJ will roll out any easing moves in the near term regardless of the outcome of the Japan elections.
The Bank of Japan should expand its quantitative easing and keep interest rates virtually at zero until 1 percent inflation is achieved, so as to help ensure an escape from nagging deflation, the OECD said on Tuesday.
The euro awaits Greek aid and the Bank of Japan has some new doves — it's time for your FX Fix.
Japan has a miserable future ahead of it without radical changes to the business climate, the former chief executive of camera and medical equipment maker Olympus has told CNBC.