Two-Speed Trades and QQE (No, That's Not a Soft Toy)

Comments on the Bank of Japan's's next move and the case for them to step up Quantitative and Qualitative Easing (QQE) as well as his top Yen trades.

He also comments on Alibaba's quarterly performance and how it indicates the bizarre state of China’s two speed economy, as well as offering a view on “New China” stocks, which are benefiting from strong retail sales and consumption in China, such as ASX-listed Blackmores,

He also discusses the Fed and the dot plots from its upcoming meeting and rate liftoff timetable.

Lastly, he offers a view on dipping oil prices (again), its impact on inflation and what it will mean for central banks into 2016.