After yesterday’s BOJ meeting (retains plan) and the subsequent new conference with governor Kuroda (links from here) we get some economic data today and, no doubt, some comments from the administration. And, hey, a new big figure for USD/JPY … hello 118 already!

OK, here’s what coming up:

Due at 2350GMT:

Trade balance for October:

  • expected is Y -1027.0bn, prior was Y -960.6bn (Oh, and as a ps…. anyone expect Abe to ram through the re-opening of the nuclear power plants once he secures another 4 years in power?)

Trade balance (adjusted) for October:

  • expected is Y -1100bn, prior was Y -1070.1bn

Exports y/y:

  • expected is 4.5%, prior was 6.9%

Imports y/y:

  • expected is 3.4%, prior was 6.2%

Also … since its Thursday!

  • Japan Buying Foreign Bonds
  • Japan Buying Foreign Stocks
  • Foreign Buying Japan Bonds
  • Foreign Buying Japan Stocks

(these for the week ended November 14)

Then, at 0135GMT

Markit/JMMA Manufacturing PMI for November (flash reading),