Ben Williams, investment director at GAM, says Japanese companies will see "record-high" earnings in 2014, with strong dividend repayments.» Read More
Masayuki Kichikawa, Chief Japan Economist & MD, Merrill Lynch Japan Securities says the better-than-expected data is due to relatively strong domestic demand which is softening the impact from the euro zone crisis. He adds that the data could prompt the BOJ to pause on rates at its next meeting.
While foreign demand for Japanese government debt is rising, analysts warn that a" mother of all bubbles" may be brewing in this safe haven asset.
Nicholas Smith, Director and Strategist, CLSA says that if a snap election is called, the ruling Democratic Party of Japan could lose because it voted to double the country's consumption tax from 5 percent.
Japan will release its latest CPI report on Thursday, and this strategist has a trading plan.
Emma Lawson, Senior Currency Strategist, National Australia Bank does not believe the Fed will move on monetary policy when it meets today. She adds that investors should expect a dollar rally on the Fed's inaction.
Officials brace for the Greek election and it's tax time in Russia — time for your FX Fix.
CNBC's Michelle Caruso-Cabrera reports the latest details ahead of Greek elections this weekend, including reports of leniency for Greece if the pro-bailout party wins.
The markets jump on reports central banks are putting plans in place to prepare for the Greek elections; UK bankers say they will take whatever steps necessary to protect their currency; the video game industry continues its free fall; Allen Stanford is sentenced to 110 years in jail.
Naomi Fink, Japan Strategist, Jefferies said foreign investors are needed in Japan as they control 60 percent of trading volume, and domestic sentiment is not yet strong enough to drive the markets.
Eisuke Sakakibara, Former Vice Finance Minister of Japan, also known as 'Mr Yen' - says that the current USD-JPY rates are not uncomfortably high, and are not at a critical level for exporters.
Stuart Oakley, Head of Emerging Markets FX Trading, RBS says investors should focus on positioning in short term capital flows when trading the Euro. He recommends paring back shorts on the currency before the Greek elections.
The Bank of Japan has a chance late this week to try and stem the yen's rise - but this strategist doubts it will happen.
"I'm not so hopeful that they're going to raise the target but I am hopeful that increasing political pressure will perhaps drive a greater commitment to the existing 1 percent," Naomi Fink, Japan Strategist, at Jefferies, said.
Boris Schlossberg, Director of Currency Research at GFT Forex, thinks that the euro has room to fall further if the ECB does not step in to stem the currency's decline.
Economic woes dog the euro and hound the pound - it's time for your FX Fix.
Nicholas Smith, Director and Strategist, CLSA says rising JGB demand is a result of unwillingness by traders to buy European bonds due to the deteriorating outlook there.
Adrian Foster, Head of Financial Markets Research, Asia Pacific, Rabobank, gives his assessment of the yen after Fitch cut Japan's sovereign credit status.
Martin Schulz, Senior Economist, Fujitsu Research Institute says the Japanese Ministry of Finance is interested in getting more liquidity into the market and might circumvent the Bank of Japan with an intervention soon.
A rating cut on Japan sent the yen lower, but this strategist thinks it won't last.
Jesper Koll, MD & Head of Japanese Equity Research, JPMorgan Securities says Japan's labor market is showing signs of improvement, pointing to rising wages.