Marcel Thieliant - Capital Economics

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Last quote by Marcel Thieliant

The elections have obviously distracted from the cronyism allegations but I think they will resurface in coming months and I would expect the Cabinet Office's approval rating to remain low. As such, PM Abe will probably face a contender for LDP leadership in the upcoming leadership elections in September, unlike in 2015 when he won uncontested.feedback
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NEW Oct 23 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Marcel Thieliant is associated, including Japan, BOJ, and economy. Most recently, Marcel Thieliant has been quoted saying: “We are not too worried about the slowdown in household spending in July as strong job growth continues to support household incomes. The upshot is that even though the tight labor market has yet to result in a marked pick-up in wage growth, strong job gains continue to support household incomes.” in the article Japan household spending unexpectedly falls despite tight job market. An other article where Marcel Thieliant has been quoted is Japan surges in boost to global recovery.
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Marcel Thieliant quotes

Nov 17 2016 - Trans Pacific Partnership

The demise of the TPP will still do lasting harm to Japan's long-term prospects even if the RCEP comes into force.feedback

Nov 17 2016

If yields in the U.S. continue rising as we expect, they might have to stick with the current pace [of purchases] a bit longer.feedback

Sep 21 2016

This move reflects concerns about the sustainability of large-scale JGB purchases as well as about the profitability of insurance companies, which tend to hold very long dated government bonds whose yields have fallen sharply after the introduction of negative rates. Today's decision leaves the door open for a tapering of asset purchases.feedback

Sep 01 2016

Today's data on capital spending showed a fall that broadly matched the drop in non-residential investment in the preliminary estimate of Q2 GDP. The upshot is that the second estimate of GDP, due next Thursday, should confirm that the economy stagnated last quarter.feedback

Aug 18 2016

But with external demand sluggish, trade volumes are unlikely to stage a strong rebound.feedback

Aug 15 2016

Inflation expectations remain poorly anchored, and the prospect of a prolonged period of below-target price gains raises the risk that expectations will move further away from the 2 percent inflation target. As such, we still expect the BOJ to announce additional stimulus measures at next month's meeting, though the scale of any further easing may turn out to be disappointing.feedback

Jul 29 2016

With underlying inflation set to moderate further toward the end of the year, we think that the bank will still have to provide more easing before too long. Overall, today's decision was a clear disappointment.feedback

May 23 2016 - HSBC Bank

The further strengthening of the exchange rate suggests that the drag from falling export prices should persist for now...All in all, therefore, today's figures underline that the BoJ still has more work to do to reach its 2 percent inflation target.feedback

Apr 19 2016

The scale of damage does not appear huge and production shutdowns by major manufacturers should be reversed before long.feedback

Jan 29 2016

Today's activity data were disappointing and suggest that Japan's economy barely grew last quarter.feedback

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