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Not if, but when, to buy volatility
David P. Goldman writes that the recent volatility in Japanese equities, sparked by the Bank of Japan’s tapering hints, reflects ongoing issues with inflation expectations and yen depreciation. A policy shift towards a stronger yen and weaker stocks is anticipated.
Election posturing, not political change in Germany
Diego Faßnacht writes that in the lead-up to state elections in eastern Germany, significant political shifts are anticipated including the likely end of the current federal “traffic light coalition”, as polling shows tight races.
Ukraine’s Kursk offensive not going to plan
James Davis writes that Russia has stabilized the situation in the Kursk region after a Ukrainian incursion, though Ukrainian forces still hold a small bridgehead. The Ukrainian operation has so far failed to achieve its military goals.
Japan’s election won’t derail rearmament
Scott Foster writes that candidates in Japan’s Liberal Democratic Party (LDP) presidential election on September 27 are emphasizing the need to restore public trust and address inflation. Defense spending and a stronger yen are likely to remain key issues.
