Japanese real household spending

Continuing Shift into Riskier Assets

February 5, 2021

It’s been another up-session for equities. Markets closed up 1.5% in Japan, 1.1% in South Korea and Australia, and 0.6% in Taiwan and Hong Kong. Market gains today so far exceed 1.0% in France, Italy, and Spain, and U.S. futures are up about 0.4% following yesterday’s senate partisan vote supporting President Biden’s $1.9 trillion proposed […] More

U.S. Jobs Day but That’s Been Overshadowed by Re-escalating Trade Tensions

April 6, 2018

Forecasters anticipate the U.S. March labor market data will show creation of almost 200K jobs, a further small dip in the unemployment rate, and a pickup of hourly wage earnings growth. Share prices and commodity prices fell overnight in response to fresh concern that the U.S.-Sino trade dispute cannot be negotiated away. President Trump has […] More

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