Japan's Private Sector Growth Renews While Price Pressures Intensify

Asia's AI Chip Trade Growth Continues To Boom

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

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.

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 GSJY last week (0708-0712)?

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

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

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.

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

Goldman Sachs ActiveBeta Japan Equity ETF declares quarterly distribution of $0.2976

Weekly Report: what happened at GSJY last week (0617-0621)?

Japan's Private Sector Growth Stalls Amid Fall In Services Activity

Weekly Report: what happened at GSJY last week (0610-0614)?

Escape Velocity: Japan's Drift Toward Sustained Inflation

Weekly Report: what happened at GSJY last week (0603-0607)?

What's The Next Step For The Bank of Japan?

Bank of Japan abolished its 8-year-old negative interest rate policy in March. To combat inflation while avoiding an excessive surge in interest payments, the BOJ is considering passive quantitative tightening. The central bank would shrink its balance sheet by allowing its holdings of JGBs to mature.

Shiny Links In The Semiconductor Value Chain

Weekly Report: what happened at GSJY last week (0527-0531)?

Mixed Japanese Data Supports BoJ's Policy Normalization

Mixed Japanese Data Supports BoJ's Policy Normalization. Manufacturing activity in Japan unexpectedly declined in April. Stronger-than-expected retail sales are the most welcome sign for the Bank of Japan. Tokyo CPI reaccelerated to above 2% in May. Inflation has been choppy due to government programmes and utility prices.