In today’s briefing:
- Good Morning Japan |Fed’s Bullard Offers Comfort; NUGGET: Kansai Electric- Watch the Nuke Restarts !
- Commercial/Contract Furniture/Consumer Hardlines
Good Morning Japan |Fed’s Bullard Offers Comfort; NUGGET: Kansai Electric- Watch the Nuke Restarts !
- OVERSEAS. Bullard Calms Recession fears; SPX stabilizes; 2Yr Yields Rise: Non Farm Payrolls in Focus ahead of Good Friday Holidays
- JAPAN. NKY Futs +0.5% vs Cash; USDJPY 131.7; ex-IMF Chief Economist Blanchard says BOJ to remain accomodative; JP Corporates doubles buying of own stocks in 2022; Point 72 JP expansion
- NUGGET. KEPCO reconfirmed its plan to bring 2 addl Nuclear power plans online in a few months. The profit uptick will be considerable. We maintain KEPCO as a TOP PICK.
Commercial/Contract Furniture/Consumer Hardlines
- This note addresses the Business Institutional Furniture Manufacturers Association’s (BIFMA) Monthly Market Pulse (MMP) of incoming orders and sales for February 2023.
- About 50+ BIFMA member companies voluntarily submit monthly sales and orders to a national accounting firm that aggregates and reports composite data.
- Neither BIFMA nor any individual member has access to the raw data.
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