Japan's Private Sector Growth Renews While Price Pressures Intensify

Asia's AI Chip Trade Growth Continues To Boom

Weekly Report: what happened at DFJ last week (0715-0719)?

Weekly Commentary: Election On The Brink

Americans fear their country is spiraling out of control following an assassination attempt on Donald Trump. This week likely marked the onset of a period of de-risking/deleveraging. The S&P 500 was at record highs in Monday's trading. Doug Noland offers his weekly market commentary.

Weekly Market Outlook: U.S. PCE, GDP, And Earnings Expected To Drive Volatility

Home Market Outlook Today's Market Weekly Market Outlook: U.S. PCE, GDP, And Earnings Expected To Drive Volatility. This week, markets were influenced by trade war fears, US political developments, and a global cyber outage. In Asia, the Japanese yen weakened, and Chinese authorities remained silent on economic goals. Next week, US PCE and GDP data will be key drivers of market volatility.

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates

Japanese Consumer Inflation Rose In June, Putting Pressure On The Bank Of Japan To Raise Interest Rates. Headline CPI inflation stayed at 2.8% YoY in June for a second month. Core inflation excluding fresh food accelerated to 2.6% in June. We think a reacceleration in service prices should give more confidence to the Bank of Japan.

Asset Allocation Committee Outlook Q3 2024: Policy And Politics

Asset Allocation Committee Outlook Q3 2024: Policy And Politics. Neuberger Berman says political and market volatility is likely to rise in the second half of the year. We are concerned that the U.S. Federal Reserve may wait too long to make its first rate cut.

Japan Remains A Key Theme For Global Investors

In June, Neuberger Berman’s Japanese equities team visited over 70 clients across 30 cities in Europe and North America to discuss Japan's long-term investment opportunities. The company says Japan's transformation is still in the early innings and is an attractive opportunity to create value for investors. The macroeconomic picture looks healthy with Japan on the cusp of inflation and real wage growth.

Weekly Report: what happened at DFJ last week (0708-0712)?

Weekly Commentary: Houston, We Have A Bubble Problem

The 4 Factors Causing Bubbles

Financial bubbles are caused by new technology, easy credit, amnesia about past bubbles, and abandonment of traditional stock valuation methods. Federal Reserve's aggressive monetary policies since 2008 have inflated balance sheets and created a wealth effect. Herve van Caloen: In the mid-1980s, Japan was enjoying the mother of all bubbles.

Weekly Report: what happened at DFJ last week (0701-0705)?

Global PMI Signals Cooler Services Inflation In June, But Goods Prices Show Further Rise

Weekly Commentary: Nothing Matters

Home Market Outlook Today's Market Weekly Commentary: Nothing Matters. Two-year Treasury yields dropped 14 bps this week, to the low since March 27th. Markets reacted to weaker-than-expected June Non-Farm payroll and ADP data. The grossly imbalanced U.S. Economy may be weaker - but not weak.

Global PMI Upturn Cools From One Year High As Outlook Darkens

Global economic growth slowed in June but remained the second-strongest seen for just over a year. The US bucked a broader developed world slowdown, with output growing at the steepest pace since April 2022. The global economy expanded for an eighth consecutive month in June. Business expectations for the year ahead are lowest for seven months.

A Stronger U.S. Dollar - Will EMS Feel The Pinch?

A Stronger U.S. Dollar - Will EMS Feel The Pinch? in 2024. The US dollar has strengthened notably in 2024 with the shift in market expectations to higher rates for longer in the US. A strong US dollar could have consequences for emerging markets (EMs) specifically. However, we believe EMs as an asset class will be more resilient to the consequences of a stronger dollar.

Top 5 Takeaways From June's Global Survey Data As Manufacturing Price Inflation Accelerates

Weekly Report: what happened at DFJ last week (0624-0628)?

WisdomTree Japan SmallCap Dividend Fund declares quarterly distribution of $0.2425

The World's Debt Problem Will End In Tears