The on-year rise in core CPI backs up our forecast of an exit from quantitative easing in April of next year, but the market's interest has shifted to the timing of an interest-rate hike.

Strong figures will support the dollar, as they suggest a good outlook for the U.S. economy from early next year.

The Bank of Japan is fiddling at the edges with existing policy, but this isn't a quantitative easing, ... a fairly significant set of steps.

The key to making a good forecast is not in limiting yourself to quantitative information.

Because of fears over an early end to the quantitative monetary easing policy and overrated speculation of subsequent rate increases following the policy shift, we have seen last week yields rise to levels that fully price in a 0.5 percentage point rate hike.

We want to improve our readiness and preparedness for April. The core of our team is in place. If we feel it's easy, we want to make our decisions sooner.