Ben Williams, investment director at GAM, says Japanese companies will see "record-high" earnings in 2014, with strong dividend repayments.» Read More
Emerging market currencies have been laggards, but this strategist thinks that could change.
The euro takes a hit and investors ready for more central bank moves — it's time for your FX Fix.
The Bank of Japan's easing move is leading this strategist to look for a sell sign for the euro.
The Bank of Japan eases, euro traders take profits, and Iceland says later for the euro — it's time for your FX Fix.
The euro has been on a tear against the dollar, but this strategist sees a better way to play the common currency.
A Bank of Japan meeting looms and Spain shies away from a bailout — it's time for your FX Fix.
Masayuki Kichikawa, Managing Director and Chief Japan Economist at Merrill Lynch Japan Securities, as well as Mark Konyn, CEO of Cathay Conning Asset Management, both agree that the impact of the sales tax bill recently passed by Japan's parliament will have a more moderate impact than the sales tax hike that took effect back in 1996.
Matthew Circosta, Economist at Moody's Analytics thinks Japan's disappointing data will further strengthen the case for more stimulus in the second half of the year.
Geoffrey Yu, FX strategist at UBS, says that he does not want to pick a side on the dollar/yen trade as the Bank of Japan is itself waiting to see what the U.S. Federal Reserve will do before it acts.
Mizuho Director Seijiro Takeshita expects the Bank of Japan to maintain rates, as well as the size of its asset purchase program, after its 2-day policy meeting. He joins CNBC to explain why.
Kathy Lien, Managing Director, BK Asset Management says the yen could see a bit of weakness against the USD and one of her favorite trades is to go long USD-JPY.
David Marshall, Senior Analyst, Asia-Pacific Financials, CreditSights says that the level of loan losses are low for Japanese banks but earnings are volatile due to huge bond investments.
Mansoor Mohi-uddin, Chief Currency Strategist, UBS Investment Bank says the bank is sticking to its forecast of 1.15 for the euro.
Bernanke lifts the buck and the pound gets hit — it's time for your FX Fix.
Investors have been betting on a lower yen for years. These strategists say it's time to stop.
Nicholas Smith, Director and Strategist, CLSA says that politicians should put pressure on the Bank of Japan to buy longer term paper, rather than the bonds with 2 to 3 year maturities they've been buying.
Robert Rennie, Global Head of FX Strategy at Westpac Bank says that Germans are close to saying no to the ESM as its liability on Germany is unknown.
Investors yawned when the European Central Bank cut interest rates last week. This strategist says they were wrong.
Jesper Koll, Managing Director & Head of Japanese Equity Research at JPMorgan Securities Japan says that PM Noda will probably be able to implement the sales tax bill and still remain in office as Prime Minister.
Ready for some good economic news? Don't ask the currency strategists at Barclays Capital.