Tag: Bank of Japan

(Feb 23) Peter reflects on incoming Bank of Japan Governor Ueda’s recent testimony to parliament.

(Mar 21) Following Peter's article last December on the Bank of Japan’s ETF purchase programme, this piece assesses Governor Kuroda’s recent statements on the matter and considers the long term implications for inflation, a subject upon which he will be elaborated at the Q1 2021 Arcus Update.

(Dec 2020) Published in the Nikkei Asia within which he considers the Bank of Japan’s longstanding purchases of public equities, the crescendo that took place this past spring and the long-term implications of the central bank’s ownership of such equities both from a market perspective as well as its own.

(Feb 2020) Peter reviews Japan's poor fourth quarter GDP data and the prospects for a wave of fiscal activism across the globe as well as a reversal in rates.

(Dec 2019) Peter considers the potential impact of upcoming fiscal stimulus packages, the third of Prime Minister Abe's reflationary strategies.