There's a need for some sense of urgency to settling America's trade issues with European allies. Michael Ivanovitch writes.
The dollar reached a 16- month high on Monday against a basket of currencies as investors built bets on a Federal Reserve interest rate increase next month, and political risks in Europe which put pressure on the euro and the pound.
Bond yields could soon continue their march higher and not for the right reasons, says Peter Boockvar, chief investment officer at Bleakley Advisory Group.
We are now watching Trump's fiscal stimulus leaking out into huge, and growing, wealth transfers to China, Japan and Germany — a devastating and totally predictable result of an ineffective trade policy, Michael Ivanovitch writes.
Bank of Japan Governor Haruhiko Kuroda said on Monday the central bank was aware that prolonged ultra-loose monetary policy could squeeze financial institutions' margins and potentially destabilize the country's banking system.
The Bank of Japan maintained its short-term interest rate target at minus 0.1 percent and a pledge to guide 10-year government bond yields around zero percent.
Jesse Lentchner of BTIG says well-priced pharmaceutical and retail stocks in the Japanese market may not be a "bad place to hide."
Operating under an American defense umbrella, Japan is a direct participant in a turbulent U.S.-China relationship, Michael Ivanovitch writes.
America's soaring trade deficits with China and Europe are untenable — expect a serious and disruptive escalation of trade disputes after the next month's election, Michael Ivanovitch writes.
Japan's annual core consumer inflation ticked up in September but remained at half the pace of the central bank's elusive 2 percent target, underscoring the challenge of meeting the price goal as escalating trade frictions cloud the economic outlook.
Fiscal austerity in a slowing Italian economy — beset by high unemployment, rising poverty and crumbling infrastructure — would be sheer lunacy, Michael Ivanovitch writes.
The U.S. Federal Reserve is now well beyond the stage where it could think of fine tuning the economic activity in an environment of stable costs and prices, Michael Ivanovitch writes.
The allied trans-Atlantic community is facing a serious existential threat, Michael Ivanovitch writes.
Luke Verwey, managing director of Nielsen Japan, says key indicators show consumer confidence in Japan is increasing.
Japan's Nikkei 225 jumped as high as 1.7 percent during trade on Friday, seeing its highest intraday levels in nearly 27 years.
Shigeto Nagai of Oxford Economics weighs in on the latest Bank of Japan's monetary policy meeting minutes.
Exports are the main driver of Japan's economic growth. They are the beginning and the end of the country's business cycle, Michael Ivanovitch writes.
Tobias Harris of Teneo Intelligence says "the clock is really running out" for Japanese Prime Minister Shinzo Abe to be effective in his role.
The Bank of Japan kept monetary policy steady on Wednesday and maintained its optimistic view on the economy, even as escalating global trade frictions clouded the outlook.
Japanese Prime Minister Shinzo Abe vowed to proceed with next year's scheduled sales tax hike "by all means" and take steps to ease an expected hit to consumption from the higher levy, the Nikkei newspaper reported on Tuesday.