Episodes
Tuesday Jan 17, 2023
Bank of Japan in a corner, can’t avoid volatility
Tuesday Jan 17, 2023
Tuesday Jan 17, 2023
Link to slide deck: https://bit.ly/3XeSVgD -
Today, we look at the upcoming Bank of Japan meeting, noting the extreme anticipation around the event, together with the likelihood of considerable intraday volatility in the wake of the event, even if the Bank of Japan tries to deliver as little as possible, as we all know that new leadership and a likely further tightening of policy is in the pipeline with Kuroda's replacement after April. A look at crude oil, copper, upcoming earnings and macro data and more on today's pod, which features macro strategist Charu Chanana on the BoJ, Ole Hansen on commodities and John J. Hardy hosting and on FX.
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Intro and outro music by AShamaluevMusic