Epstein Secrets

PY and outperformance by Japanese stocks, then Abenomics should somewhat reinforce sentiment for JPY depreciation and rising stocks. Prime Minister Abe will shuffle his cabinet in September, and appears resolved to continue implementing a revamped Abenomics. 7) BoJ's quantitative and qualitative mo

entiment for JPY depreciation and rising stocks. Prime Minister Abe will shuffle his cabinet in September, and appear

effective strategy. 6) Abenomics: If the US economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese sto

Y depreciation and rising stocks. Prime Minister Abe will shuffle his cabinet in September, and appear

ring JPY-shorts to be an effective strategy. 6) Abenomics: If the us economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese sto

effective strategy. 6) Abenomics: If the us economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese stocks, then Abenomics shoul

nd ahead of the April '14 consumption tax hike)! Measures of progress will come over the summer, with investors able to gauge the reaction to: (i) Abe's grand deregulation and competition plan, to be unveiled midJune; (ii) the Tokyo metropolitan and Upper House elections, in June and July respect

cy of Abenomics, whether through elections, structural reforms or monetary policy. Expectations will remain one of the key channels through which Abenomics will influence the direction of the economy. The flow picture also remains negative for the yen thanks to M&A outflows and the potential for furth

support for non-dollar reserve currencies such as the euro and Australian dollar. The other surprise has been the scale of the Japan "shock" with Abenomics proving to be the most radical set of policies since the depression-era. The yen has fallen markedly; competitor nations such as Korea have seen t

Y depreciation and rising stocks. Prime Minister Abe will shuffle his cabinet in September, and appear

ffective strategy. 6) Abenomics: If the US economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese stocks, then Abenomics shoul

ing JPY-shorts to be an effective strategy. 6) Abenomics: If the US economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese sto

Y depreciation and rising stocks. Prime Minister Abe will shuffle his cabinet in September, and appear

effective strategy. 6) Abenomics: If the US economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese stocks, then Abenomics shoul

ring JPY-shorts to be an effective strategy. 6) Abenomics: If the US economy were weak, then yen depreciation and rising stocks could not be called Abenomics' policies, and Abenomics would be a disappointment. However, if a strong US economy facilitates a rising USD/JPY and outperformance by Japanese sto

stock markets rally. Fortunately, we believe the Abe administration will continuously benefit from a

weaken unless the US economy strengthens, Japanese stock markets will not rally unless the yen weakens, and Abenomics will not succeed unless the yen weakens and the stock markets rally. Fortunately, we believe the Abe administration will continuously benefit from

ill not rally unless the yen weakens, and Abenomics will not succeed unless the yen weakens and the stock markets rally. Fortunately, we believe the Abe administration will continuously benefit from a robust US upswing in 2014. With the USD/JPY having languished for nearly half a year, the markets h

factor for the USD/JPY. The yen will not weaken unless the US economy strengthens, Japanese stock markets will not rally unless the yen weakens, and Abenomics will not succeed unless the yen weakens and the stock markets rally. Fortunately, we believe the Abe administration will continuously benefit from a