In today’s briefing:
- Good Morning Japan | Equities Recoup (Some) Losses; NUGGET: ISpace to Rescue Japan’s Space Dreams
- Semiconductor Collapse Is Following Predicted Course
Good Morning Japan | Equities Recoup (Some) Losses; NUGGET: ISpace to Rescue Japan’s Space Dreams
- OVERSEAS. SPX +1.7% as Regional Bank rebounded as Calmer heads prevailed; CPI Print at 6% provides a dose of reality; Meta Culls again; Another Big Boeing Order.
- JAPAN. NKY Futs flat vs Cash; USDJPY 134.2; Surprising JP Bank Sell -off yesterday to reverse; BOJ buys ETFs for 2nd Day; Companies hiking Wages better than expected.
- NUGGET. iSpace – Japan’s key hope to conquer space. IPO slated for early April, and a moon landing just after. Could be big.
Semiconductor Collapse Is Following Predicted Course
- Semiconductor revenues through January are behaving as Objective Analysis predicted in October
- There has been a slight delay in the collapse, but overall, the collapse is very nearly following its predicted course.
- Large memory makers will be the hardest hit, followed by processor vendors
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