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It's not if you buy volatility, it's when you buy it
David P. Goldman writes that the recent volatility in Japanese stocks caused by the Bank of Japan's tapering hint reflects ongoing issues with inflation expectations and a weaker yen. A policy shift toward a stronger yen and weaker stocks is expected.
In Germany, it's electoral stances, not political change
Diego Fasnacht writes that with state elections in eastern Germany coming up and opinion polls predicting close races, big political changes are likely, including the end of the current federal “traffic light union.”
Ukraine's Kursk Offensive Doesn't Go According to Plan
James Davis writes that Russia has stabilized the situation in the Kursk region after the Ukrainian invasion, although Ukrainian forces still hold small bridgeheads. Ukrainian operations have so far failed to achieve their military objectives.
Japanese elections won't stop 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 confidence and combat inflation. Defense spending and the strong yen are likely to remain key issues.
