Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

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OVERSEAS:  WCUP: Argentina/Messi prevail; SPX -2.1%WoW on recession narrative; SPX option expiry exacerbates moves;  Calls for new TESLA CEO; GS to cut 8% of workforce;  Covid spreads in China</li>
<li>
JAPAN:  NKY Futs at -0.9% vs Cash;  Defense Bill Approved - no tax hike till 2024; Lawson's Seijo Ishii IPO postponed; Renesas suspends China ops on Covid; Decarbonization-related investments unabated</li>
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DAILY NUGGET:  We look a the another attempt of the Japanese government at regional revitalization. Smells of pork barrel spending to us. </li>
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OVERSEAS:  WCUP: Argentina/Messi prevail; SPX -2.1%WoW on recession narrative; SPX option expiry exacerbates moves;  Calls for new TESLA CEO; GS to cut 8% of workforce;  Covid spreads in China

JAPAN:  NKY Futs at -0.9% vs Cash;  Defense Bill Approved - no tax hike till 2024; Lawson's Seijo Ishii IPO postponed; Renesas suspends China ops on Covid; Decarbonization-related investments unabated

DAILY NUGGET:  We look a the another attempt of the Japanese government at regional revitalization. Smells of pork barrel spending to us. 


Good Morning Japan |Argentina and Messi Triumph! Recession Fears Persist - No Break for Equities

Japan

Chubu Electric Power Company, Incorporated generates, transmits, distributes, and sells electricity in Chubu area.  The Company's service area includes Aichi, Gifu, Mie, Nagano, and part of Shizuoka Prefecture.

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Chubu Electric Power Co (9502 JP)

Good Morning Japan |Argentina and Messi Triumph! Recession Fears Persist - No Break for Equities

Good Morning Japan: We strive to provide the best macro, stock and thematic overnight news that impacts your trading day in Japan. FOLLOW TO KEEP...

Mark Chadwick

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