Ian Wright, director of Morant Wright Management, says Japanese equities are in a "sweet spot".» Read More
Jesper Koll, MD & Head of Japanese Equity Research, JPMorgan Securities Japan breaks down the BOJ's tankan survey. He thinks the increased capex figures have to do with firms upgrading their facilities to prepare for a natural disaster.
David Forrester, Senior VP, G10 FX Strategy, Macquarie thinks any intervention will only impact the JPY temporarily. He also explains why he thinks the BOJ has been ineffective in generating inflation.
Fear has crept into the foreign exchange markets: fear of central banks. Currency traders are rapidly shifting assets to countries seen as less likely to try to weaken their currencies, amid concern that the fresh round of U.S. monetary easing could trigger another clash in the “currency wars”, the FT reports.
Investors know what they want, and it isn't the G4 currencies.
A reported German challenge to European bond-buying dents the euro and commodity prices hit the Aussie - it's time for your FX Fix.
Risk appetites are getting sated, and this strategist is wary of currencies from countries with stimulus programs underway.
All the central bank stimulus is turning investors away from safe havens and toward riskier currencies, giving this strategist a plan.
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.
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.
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.
Ready for some good economic news? Don't ask the currency strategists at Barclays Capital.
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.