The yen has broken out of its Y118-120 to the dollar rut and is expected possibly to fall to Y123. The FT’s Leo Lewis explains to Roger Blitz what has triggered this, its impact on the country’s stock market and where this sits with Abenomics.
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Arun Jaitley, India’s finance minister, talks to the FT’s South Asia bureau chief Victor Mallet about accelerating investment in the country, especially in rural areas.
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Bond yields have been more volatile and on a sharp rise in recent weeks. Is this the end of the 30-year bond rally? Trevor Greetham, head of multi asset at Royal London, thinks so. He explains why to the FT’s capital markets editor Ralph Atkins.
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The eurozone has grown faster than the US, but despite improved economic conditions there is little sign of companies increasing investment. Sarah Gordon, FT’s business editor, asks Deloitte’s Chris Gentle why executives are still being cautious.
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Global Macro Monitor 