Blog/Market Talk

Market Talk — July 28, 2016

As we enter the BOJ meeting, messages are very mixed. Many are hoping the package exceeds expectation JPY 28tln ($266bn) whilst others, anxious the BOJ may shoot [...]

Read More

Market Talk — July 27, 2016

More talk that the expected that the Japanese stimulus package could exceed the JPY 20tln and could even be as large as 28tln boosted the Nikkei and sent the Yen [...]

Read More

Market Talk — July 26, 2016

When is a stimulus not a stimulus? Talk in Japan that the eagerly awaited stimulus may not be enough (combined with some nervous profit-taking) produced a 1.4% [...]

Read More

Market Talk — July 25, 2016

  Even though we have two central banks announcing rate decision this week, in addition to Tuesday being one of the busiest corporate reporting days of the [...]

Read More

Market Talk — July 22, 2016

We saw a bit of a wobble today in Asian cash markets after BOJ governor Kuroda dismissed the idea of helicopter money and following a weak US [...]

Read More

Market Talk — July 21, 2016

Talk that the BOJ was preparing even more stimulus to be announced at next weeks central bank meeting certainly helped the Nikkei and also sentiment for most core [...]

Read More

Market Talk — July 20, 2016

Japan finally saw a down day (-0.25%) that could be allocated to the individual performance of Nintendo shares, which declined over 12% today due to the delayed [...]

Read More

Market Talk — July 19, 2016

Some say the Nikkei is close to ending its bull run after seeing some impressive gains recently. However, after the long weekend we have seen yet another 1%+ gain, [...]

Read More

Market Talk — July 18, 2016

Despite weekend press of Turkey, BREXIT and a small early CPI miss for New Zealand (0.4% against an expected 0.5%) and with Japan on a national holiday, all of this [...]

Read More

Market Talk – Close of July 15, 2016

Asian markets finished small mixed but is the end of what has been an impressive week for the Nikkei. Japan closing the day +0.7% and on the week closes +9%. From [...]

Read More