Column: Abolition of YCC, which is highly difficult, BOJ needs to be prepared for paradigm change = Hideo Kumano | Reuters

Hideo Kumano Chief Economist, Dai-ichi Life Research Institute [Tokyo 26th]- Soon the name of the new governor of the Bank of Japan will be revealed. The normalization of monetary policy that person must undertake is likely to be an extremely bumpy road. Perhaps his five-year term will not be enough, and it may take more … Read more

Outlook for 2023: The structure of the rising dollar, rising risk of yen appreciation = Osamu Takashima | Reuters

Osamu Takashima Citigroup Securities Chief FX Strategist TOKYO (2nd) – The dollar/yen, which approached 152 yen in October 2022, fell sharply in November following the release of the US Consumer Price Index (CPI), which suggests that inflation has eased. Expectations that the U.S. Federal Reserve (Fed) will ease its pace of monetary tightening have risen … Read more

Angle: Peru’s former president arrested, socially vulnerable anger and deepening cracks | Reuters

LIMA (Reuters) – Farmer Leopoldo Huamani, 60, traveled three days from Charhuanca in southern Peru to the capital, Lima. And he joined a demonstration in support of former President Castillo, who was arrested and detained on treason charges. On December 18, Leopoldo Huamani, a farmer, traveled three days from Charhuanca in southern Peru to Lima, … Read more

Brazilian president’s supporters try to rush into police headquarters | Reuters

On December 12, supporters of Brazilian President Jair Bolsonaro, who has not admitted defeat in the October 30 presidential election, attempted to break into the federal police headquarters in the capital Brasilia. The photo shows a bus on fire during protests by supporters. FILE PHOTO: Brasilia, 2022. REUTERS/Ueslei Marcelino BRASILIA (Reuters) – Supporters of Brazilian … Read more

Column: Next year’s Japanese stocks face global recession risk and yen appreciation = Norihiro Fujito | Reuters

Norihiro Fujito, Chief Investment Strategist, Mitsubishi UFJ Morgan Stanley Securities [Tokyo 7th]- Powell, Chairman of the US Federal Reserve Board (FRB), has a wide range of policy stances. Until last year, he consistently repeated his view that “high prices are temporary” and that “we can be patient with rate hikes.” However, signs of change emerged … Read more

Column: Risks of both rising inflation and economic slowdown, what are the investment tactics in an emergency = Mr. Norihiro Fujito | Reuters

Norihiro Fujito Mitsubishi UFJ Morgan Stanley Securities [Tokyo 9th]–The Russian invasion of Ukraine suddenly reversed the hands of the clock 60-70 years ago. The 1956 “Hungarian Revolution” and the 1968 “Prague Spring” in Czechoslovakia are a return to the time when they were overrun by Soviet tanks. On March 9, the Russian invasion of Ukraine … Read more