The performance of the JPY (strengthening) and Nikkei (falling notably) over the last few days suggests a market that is expecting to be disappointed by tonight's BoJ Governor Kuroda's speech. However, as Citi's Steve Englander notes, given the recent Bernanke-Carey-Draghi actions, we suspect there will be some temptation for Kuroda to speak out whether ex cathedra as BoJ Governor or with his personal view Bernanke style so as to get the NKY-JPY train back on track. Via Citi's Steve Englander, BoJ Governor is scheduled to give a speech July 29 in Tokyo (1130pm ET tonight in NY) at the Research Institute of Japan. He ... (full story)