BOJ Preview: The Long Japan / Short China Trade

Regardless of policy, Bank of Japan may move markets today: Japan, China and U.S. Equity Markets Ahead of January BOJ

“0% chance of a Bank of Japan policy tweak” later? Let’s think that over from the perspective of potential market reaction in the given setup, even with a no policy change outcome - particularly from the equities angle.

On the eve of the January 2024 Bank of Japan policy meeting, Japan equities hit another new ‘90s bubble era high on NKY225- now up almos…