Blogs

Japan has been undergoing a major overhaul of its financial system, with the overarching goal of increasing household wealth. In this post we will try to simplify the numerous phrases and terms used by the outgoing Kishida Administration, and their interactions with each other. The goal of becoming an “Asset Management Center” seemed central to the overhaul, and so far, efforts appear to be succeeding. This overview should help readers understand any upcoming changes by the next administration.

The Quant Insight (Qi) model provides real-time macroeconomic insights, helping investors navigate market volatility by flagging early warning signs and guiding better investment decisions.

In this blog Carlos Serrano, Chief Economist, BBVA Mexico explores the main themes influencing Mexico's economy, including the benefits of nearshoring, economic deceleration, fiscal challenges and political uncertainties.

In this blog Sébastien McMahon, Chief Strategist, Senior Economist & VP, Asset Allocation & Portfolio Manager, iA Global Asset Management delves into the key themes driving the Canadian economy today, and further examines the interest rate policies, household debt dynamics and economic diversification.

Japanese retail investors, often called “Mrs. Watanabe,” are major players in Japan's foreign exchange market, surpassing even institutional investors and hedge funds in spot trading. Their dominance is largely due to the popularity of highly leveraged foreign exchange margin trading, or “FX,” with the USD/JPY pair being particularly prominent. The recent yen surge, partly attributed to the unwinding of Mrs. Watanabe’s carry trades, has contributed to global equity market volatility. While direct evidence is elusive, market movements and comments from “FX” firms suggest that Mrs. Watanabe’s activities have played a significant role in recent financial market dynamics.

Learn more about the key economic themes shaping the US, Canada, and Mexico in 2024, focusing on distinct challenges, opportunities, and their impact on future policies.