Kuroda_USDJPY_2302

Haruhiko Kuroda, Governor of the Bank of Japan. Image via World Economic Forum Japanese investors have long been supporters of the European Economic and Monetary Union (EMU) deflation trade and by all accounts are now holding excessive positions in the EMU’s semi-core bond markets. For example, Japan now holds 12% of all French sovereign bond...

2017-02-23 James Harte Read more
Le Pen_French Elections_1602

European Politics to Take Centre Stage Over the first trading months of 2017, it has been the US political environment that has dominated the majority of investors’ attention.  The unusual developments within US politics have so far stolen the limelight from the potentially sinister developments in Europe. However, with elections upcoming in ...

2017-02-16 James Harte Read more