Intervention has returned to Asian currency markets, but the contrasting performance of the yen, won and rupee shows why central-bank...

recovered to 160.60 on Friday following a sharp drop the previous day. Investors believe the Bank of Japan intervened to...

Equities had a major recovery yesterday from the downward volatility following the meeting on Wednesday, and continued the move up at...

Why the Promise Feels So Tempting If you have been investing for more than a few years, chances are you...

The BOJ appears content to normalise policy gradually, but leaving rates unchanged has handed the initiative back to bulls. The...

Fundamental Analysis remains under pressure as a combination of weaker U.S. economic data and relatively stronger Japanese economic releases continues...

The ’s reluctance to take action despite pledges to respect the inflation target, which has not been met in over...

AI investment is now the consensus explanation for a resilient 2026 US economy, and the scale remains striking. A recent...

The AI “bear case” isn’t one argument; it’s three. Burry on earnings. Bernstein on circular financing. MIT on revenue. Two...

The month-end signal could be messy due to today’s stock moves, so I haven’t decided whether to play. The signal...