Market Focus
BoJ Rate Path Still Points Higher Despite Election Risk
Favor JPY on dips and Japanese curve flatteners despite possible elections delays for BoJ hikes. Reports that Prime Minister Takeshi may call a snap election triggered a sharp equity rally, consistent with historical patterns of Japanese stocks performing…
Interested in reading the full Daily Insight?
Read the full insight with instant access.
BCA Research | Daily Insights
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.