MOF
TOE Alert: Growing Number of Currency Traders See Yen Going to Y95-110 Per Dollar; Abe Aide Says Delay Consumption Tax
written by Richard Katz on February 12, 2016
Key points: - Abe Advisor Honda calls for postponement of consumption tax hike - Investment bankers increasingly see yen moving to ¥95-110/$ during 2016 - Even MOF intervention seen as creating only temporary interruption in yen rise - Separating out the fundamental and technical factors
TOE Alert: How Bright A Spot Were January's Exports?
written by Richard Katz on March 02, 2015
In this report, Richard argues that Japan's January exports may not be that much of a bright spot as the statistics indicated.
