Yen’s correlation to Japanese markets adds pressure for aggressive policy

Market sentiment remained positive last week, with global equity markets and gilt yields rising. Notably, the Nikkei 225, the major Japanese equity index, rose close to 8% over the last ...

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Oil talks break down, while UK inflation edges up

Over the weekend, a significant number of OPEC and other large oil exporting countries met in Doha to discuss a possible freeze in production. The rally which has been seen ...

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UK trade deficit widens

Last week was a relatively uneventful week for UK and other major equity markets. The Japanese stock market continued its downward path driven by a strengthening yen, although there was ...

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Strengthening Yen stymies growth for Japan

The stock market in Japan has continued to struggle, currently down over 22% from its peak nine months ago. Many investors have become frustrated with the slower than anticipated progress ...

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