#7 - Breaking: 3 reasons why the BoJ decision is NOT a gamechanger
Macro Mondays
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The Fed's Mistakes in the Q&C Program
I think what the Fed essentially did with the Q&C program was a bit of a mistake. They should instead have started to sell off duration from their books. We remain invested in Japanese equities, no matter the decision taken today. And then we remain unconvinced of buying the yen at least I do.
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