BBJP News and Press, JPMorgan BetaBuilders Japan From 06/19/19

Originally Published on June 4, 2019 David Beckworth : Our guest today is Mike Bird. Mike is a Hong Kong based reporter for the Wall Street Journal covering financial markets across Asia. He previously worked in the Journal's London Bureau. Mike is also a previous guest of the show and re...

The Bank of Japan could deliver more big monetary stimulus if necessary, but needs to take care with its side effects on the financial system, according to Governor Haruhiko Kuroda. More news on: WisdomTree Japan Hedged Equity ETF, iShares MSCI Japan ETF, Invesco CurrencyShares Japanese Ye...

I do not expect Japan to adopt a 10% inflation target, nor do I think it's a good idea. Nonetheless, it's a useful thought experiment which helps to illuminate some difficult-to-grasp ideas. Let's think about what Japanese interest rates and base money demand would look like with a 10% infla...

President Trump says he expects to conclude a trade agreement with Japan in August, yet he also characterized the bilateral trade imbalance as a “security threat” and as "unbelievably large.” How do we parse these seemingly contradictory signals? This brief podcast ( 4:4...

By Jesper Koll Japan's gross domestic product ((GDP)) report from last week was stronger than expected, up 2.1% quarter over quarter and annualized, against expectations for a small decline. Details confirm the positive surprise was due to a strong boost from public demand, and weak privat...

Speaking at a press conference with Prime Minister Shinzo Abe, President Trump said he hoped to announce a trade deal with Japan "probably in August." More news on: WisdomTree Japan Hedged Equity ETF, iShares MSCI Japan ETF, Invesco CurrencyShares Japanese Yen Trust ETF, Top stock market...

"Japan has had a substantial [trade] advantage for many, many years, but that's okay, maybe that's why you like us so much," Trump said during a meeting with Japanese business leaders in Tokyo, urging them to increase their investment in the U.S. More news on: WisdomTree Japan Hedged Equ...

Japan may well already be in a recession, despite looking good on the officially reported GDP numbers. We should therefore steer well clear of any investments in anything dependent upon the domestic Japanese economy. Japan's Macroeconomic Background The basic worry about the Japanese eco...

Overview: Encouraged by the election results, investors bid up Indian and Australian currencies and equities. Japan offered a pleasant surprise by reporting the world's third-largest economy expanded in Q1. Most other equity markets in Asia fell, and European stocks have the week with small ...

For a lot of people, a recession is two consecutive quarters of negative GDP. This is called the technical definition in the mainstream and financial media. While this specific pattern can indicate a change in the business cycle, it's really only one narrow case. Recessions are not just tied t...