Paul Krake, Founder of View from the Peak: Macro Strategies, discusses his expectations for the Bank of Japan and explains why stocks will underperform unless a pension fund reallocation occurs.» Read More
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.
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.