Bank of Japan


  • 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.

  • Japan Q2 GDP Rises 0.3% on Quarter     Sunday, 12 Aug 2012 | 7:50 PM ET

    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.

  • The Fed/BoJ Staring Contest     Thursday, 9 Aug 2012 | 1:00 AM ET

    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.

  • BoJ Likely to Hold Rates: Mizuho     Wednesday, 8 Aug 2012 | 11:45 AM ET

    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.

  • Go Long Dollar Yen     Monday, 6 Aug 2012 | 7:15 PM ET

    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.

  • Benign Environment for Credit in Japan     Monday, 30 Jul 2012 | 6:35 PM ET

    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.

  • EUR at 1.15 by Year End     Wednesday, 18 Jul 2012 | 7:30 PM ET

    Mansoor Mohi-uddin, Chief Currency Strategist, UBS Investment Bank says the bank is sticking to its forecast of 1.15 for the euro.

  • Dollar Lifts, British Pound Slips Wednesday, 18 Jul 2012 | 7:59 AM ET

    Bernanke lifts the buck and the pound gets hit — it's time for your FX Fix.

  • Show the Yen Some Love: Strategists Thursday, 12 Jul 2012 | 2:26 PM ET

    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.

  • Liability of ESM on Germany is Unknown     Monday, 9 Jul 2012 | 7:30 PM ET

    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.

  • Don't Diss the European Central Bank Monday, 9 Jul 2012 | 1:28 PM ET

    Investors yawned when the European Central Bank cut interest rates last week. This strategist says they were wrong.

  • Noda Likely to Survive Sales Tax Vote     Sunday, 8 Jul 2012 | 7:40 PM ET

    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.

  • More Gloom Ahead For Investors: Strategist Friday, 6 Jul 2012 | 4:51 PM ET

    Ready for some good economic news? Don't ask the currency strategists at Barclays Capital.

  • 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.

  • Japan's Debt Addiction Creating 'Mother of All Bubbles' Thursday, 28 Jun 2012 | 3:48 AM ET
    Investors pass by an electric board showing the figure of Nikkei stock average in Tokyo, Japan.

    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.

  • How to Trade On Japanese Inflation Monday, 25 Jun 2012 | 9:32 AM ET
    Woman on Escalator at Midtown Tokyo

    Japan will release its latest CPI report on Thursday, and this strategist has a trading plan.

  • Fed Inaction to Boost USD: Analyst     Tuesday, 19 Jun 2012 | 10:50 PM ET

    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.

  • Euro Firms, Yen Lifts, British Pound Slips Friday, 15 Jun 2012 | 7:56 AM ET

    Officials brace for the Greek election and it's tax time in Russia — time for your FX Fix.