Japanese cabinet approves stimulus package, expected to support Japanese economy – Nomura

FXStreet (Barcelona) - Research Analysts at Nomura share that the Stimulus package approved by the Japanese cabinet will not have a major impact, but could nevertheless provide adequate support for Japanese economy.

Key Quotes

“Japanese cabinet agrees FY14 supplementary budget proposals to lend support to economic stimulus.”

“We calculate that the roughly ¥3.5trn economic stimulus package targeted chiefly at provincial regions that the FY14 supplementary funds will boost GDP by about 0.39%. For FY15 alone, we estimate its contribution to GDP at +0.26%.”

“Although the impact of the package itself is likely to be relatively small, we think it will provide tailwinds for the Japanese economy, particularly in terms of consumer spending and exports.”

“We also see a strong possibility of renewed growth in private demand from CY14 Q4. As such, we think an economic stimulus package of around ¥3.5trn will be enough to support the Japanese economy.”

Commitment of Traders: Specs increase shorts in treasury and most currencies – DB

The Deutsche Bank Research Team highlights the positioning by traders in Interest Rates, FX, Commodities, and Equities, for the week ended January 6th, 2015, further noting that specs were more bearish for most currencies, selling 8k contracts in both AUD and CHF.
Baca lagi Previous

Oil falls for seventh straight week, Gold rebounds – ANZ

According to ANZ, OPEC reaffirming its stance to keep its production unchanged kept Crude under pressure as it fell for the seventh week straight, further sharing that Gold rebounded 1.2% with fresh positions in Gold ETF’s supporting the precious metal.
Baca lagi Next