Europacifica consulting is an economic and strategy consultancy, whose capabilities focus upon economic analysis and global financial markets advisory.

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AREAS OF EXPERTISE

Economics: Quantitative models, qualitative analysis

ECONOMICS

Quantitative models, qualitative analysis

FINANCIAL MARKETS: 14 Years of high-profile experience

FINANCIAL MARKETS

14 Years of high-profile experience

STRATEGY: forecasting and tools for decision-making

STRATEGY  

Forecasting and tools for decision-making

JAPAN: An inside knowledge of corporate and institutional Japan

JAPAN

Inside knowledge of Japanese institutions

 

Upcoming Events

Bloomberg TV: Naomi Fink on TPP (9:40am AEST)

Bloomberg

Europacifica CEO Naomi Fink speaks with Angie Lau on: – The many facets of TPP – political and economic, domestic and international contexts for the US, Japan and China – How Japan’s “sacred” items might still hinder benefits of a potential agreement. – The potential for Abe to harness TPP to boost credibility in his “third arrow” – The BOJ, their policy commitment, room for effective policy in the future – Why…

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Interview with Naomi Fink: on the Japanese economy and the outlook for Abenomics.

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In an exclusive interview, Naomi Fink speaks with The Diplomat’s  Anthony Fensom on: – The Japanese growth outlook – Wages, inflation and the BOJ’s 2% target – BOJ Policy in 2015 – Aggressive monetary stimulus, deflation and inflation – Abenomics held up to Fink’s unique empirical analysis of structural reform needs – Benefits of soft commodities, and the weak yen – Scepticism over so-called “Womenomics” and other labour reform discussions – Pensions: an area in which…

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Fink on CNBC 12:30pm JST

http://www.cnbc.com

Europacifica CEO speaks to Martin Soong & Oriel Morrison on: – BOJ Kuroda vs Abe: policy assessment - BOJ policy this month and beyond - Yen direction, equities and market sentiment – Wages, corporate profitability as bright spots near-term Link to video

Naomi Fink in The Diplomat: Fiscal, Monetary Fixes ‘Won’t Cut It’

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The structural reforms of Japan’s Abe government may not be what is needed to drag the economy out of its slump. In this article, Europacifica CEO Naomi Fink tells us why we shouldn’t expect fiscal and monetary policy to provide adequate solutions to Japan’s economic ailments. Link to Article

Naomi Fink for Profit and Loss: Mispriced risk in Australia

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Before last month’s RBA rate cut to 2.25%, divergent views with regard to economic risk (and by extension Australian asset markets) became apparent. One contingent foresaw declining yields as a predictable outcome of the slump in commodity prices, but more importantly as a symptom of a wider-spread attenuation in long-sustained appetite for Australian risk assets. The other was more optimistic, seeing the dip in Australian yields as more indicative of…

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Fink on CNBC – Japan monetary & fiscal link – 9.30am AEST (Sydney)

http://www.cnbc.com

Q3 GDP, BOJ, elections and consumption tax  Third quarter GDP: There is reasonable hope for GDP growth to rebound to “normal” levels (between 1.5% and 3%, annualized) in Q3, given the distortion in the two prior quarters from the impact of the April ’14 tax hike.  The recovery looks likely to be domestic-led. The BOJ’s 31 October decision as the “right” (theoretical) choice: From a theoretical standpoint, the BOJ did exactly as…

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Naomi Fink Speaks on Asia ex-Japan at Conferences in Singapore, Shanghai

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Profit & Loss Magazine has invited Europacifica CEO and foreign exchange expert Naomi Fink to weigh in on the outlook for Asian emerging markets and internationalisation of the Chinese RMB at its upcoming conferences in Singapore and Shanghai:   Singapore Panel 1: The Idea Despite enduring the longest winning streak since July 2009 – four straight months of gains in the first half of 2014 – are emerging markets currencies about…

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Fink on CNBC: Japan current account depends on energy policy

http://www.cnbc.com

- On the Japanese current account – On the importance of maintaining positive growth expectations – On the question of fiscal discipline and avoiding debt monetisation – Assessing the BOJ’s policy so far as well as expectations for reflation

Naomi Fink on Bloomberg TV 10:10am AEST

Bloomberg

Catch Europacifica CEO Naomi Fink on Bloomberg TV at 10:10am AEST (9:10am JST/12.30 GMT) to hear her views on: – The interdependencies of Japanese monetary, fiscal and structural policy “arrows” – The cyclical risks to both sides for monetary policy – The yen and its new role as expectations indicator – The importance of tax hikes when in conjunction with current BOJ monetary policy – What to look for in…

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PRESS RELEASE: STRATEGIC PARTNERSHIP

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FOR IMMEDIATE RELEASE EUROPACIFICA ANNOUNCES STRATEGIC PARTNERSHIP WITH AFCERC, FABA LOS ANGELES, MELBOURNE and COLLEGE STATION, 22 September 2014– Europacifica Consulting announces strategic partnerships with the Agribusiness, Food and Consumer Economics Research Center (AFCERC) and Forecasting and Business Analytics, LLC (FABA). AFCERC, FABA and Europacifica will combine their brainpower and expertise to deliver to their clients unique forecasting, policy analysis and econometric solutions, from renowned leaders in these fields. “I…

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