James Mackintosh

There’s a basic formula for trading Abenomics:


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Japan brought the world quantitative easing, but by today’s standards it would be rated QE-lite. Now political pressure on the Bank of Japan to weaken the yen is rising, encouraging speculation on QE max. James Mackintosh, investment editor, says there are good reasons for caution

James Mackintosh

The Bank of Japan has surprised the markets by printing another Y10tn ($126bn) as it fights deflation, a weak economy and the currency wars.

The yen is the most important factor for investors, and its behaviour has been odd, as discussed in this morning’s Short View video. Read more