The yen loses out vs the European currencies

And consumers still don't want to spend...

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1 + 1 = 1

The Shinsei-Aozora marriage has just been announced. Official announcement to be made some time in May (this month!) and the happy day is some time next summer (holding company structure). One wonders about the shotgun nature of this union (but if it is a shotgun, there's really no doubt who's holding it).

1 + 1 = ? (Aozora + Shinsei = ??)

Rumors are flying about a proposed Shinsei-Aozora tie-up (these are nothing new, but recently the background noise on the subject has increased)...

Masters of the Universe no more

I have to confess that when my alma mater Morgan Stanley announces earnings, it still tugs at the heart strings. We endlessly outperformed expectations, but laughed because we knew there were tons of latent profits sitting on the back books. The stock would rocket to trade at a luxurious five times book. We were the invincible Masters of the Universe.

All quiet on the Forex front

The yen may well fall back over the next few days…

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Japan lost, but not dead, in deflation

For Japan, the 1990s are commonly referred to as the "lost decade." Those that know me are aware that I look beyond that and actually regard a quarter-century as the appropriate "lost" duration...

Keeping the bull happy

Online FX trading has taken center-stage in the global currency market, spurred by an urgent need for liquidity in volatile times. Valerie Lee, Société Générale’s Head of EBusiness AsiaPacific, tells us how the increasing use of online tools is driving growth of currency trading in Asia.

Pricey Japanese stocks?

Pricey, and Japanese stocks, are typically not heard together in the same sentence. However, since last September’s market rout, earnings have deteriorated to the point that the Nikkei 225 is trading at over 175x forward earnings ... proceed with caution.

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