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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessStories doing the rounds that the recent........>
BOJ: Stories doing the rounds that the recent change in communication from Japan
is related to a dovish dissenter calling for more easing, and the market has
been misinterpreting the message as an exit hint.
- The known dovish dissenter is new BoJ member Goushi Kataoka who has been the
sole dissenter since joining the board in December 2017. Last year Kataoka wrote
a paper that called for higher fiscal spending and a freeze on sales tax
increase plans, Katoaka has also advocated further easing from the BoJ in the
past.
- Reports that cite people close to the BoJ discussions say that the recent
"reversal rate" comments and rhetoric around the risks associated with QE were
actually to warn against further easing as opposed to the QE exit or YCC yield
change, as has been interpreted by the market.
- If this proves to be true, it could cause several banks, including Barclays,
Morgan Stanley, JP Morgan and BAML, to rethink their calls that a YCC change is
on the cards for 2H 2018.
To read the full story
Sign up now for free trial access to this content.
Please enter your details below.
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.