Japan
Decelerating East Asian Trade Confirms Global Slowdown…
Hard Data Shows Further Evidence Of Global Slowdown…
BoJ To Keep Normalizing Despite Dovish Ishiba…
Global Manufacturing PMI Contraction Worsens…
The market got excited by the 50 bps Fed cut and China stimulus. But these are a recognition that economies are slowing significantly. Stocks often rally after the first Fed cut, before falling sharply. Investors should stay defensive.
What To Watch
What To…
DM Growth Slows Further In September…
The BoJ’s Dovish Pause
The…
Japanese Banks Face Crosscurrents…
The Yen Carry Trades And The Curse Of Volatility…