In today’s briefing:
- Good Morning Japan |Peak Rates Still 5% Post Powell – Beta Roars Back; Inbound-China Excludes Japan
- Antony Blinken, Balloon, China, Adani, Russia, Taiwan, Fed, US Dollar – We Didn’t Start the Fire
Good Morning Japan |Peak Rates Still 5% Post Powell – Beta Roars Back; Inbound-China Excludes Japan
- OVERSEAS. SPX resumes rally as Powell Speech affirms 5% Peak rates; Beta dominates as Energy and Tech lead; Oil rebound as EIA sees higher Oil + Saudis lift prices
- JAPAN. NKY Futs -0.1% (flat) vs Cash; Inbound headwinds as China excludes Japan from Group tours; Son skips Softbank brief in wake of Vision fund disaster; Nintendo/Switch – its Over!
- DAILY NUGGETS. Nintendo – Game Over. Is our view. The Switch is getting old and we are past the peak..
Antony Blinken, Balloon, China, Adani, Russia, Taiwan, Fed, US Dollar – We Didn’t Start the Fire
- Since the US and China could not agree beforehand, it would be useless for Antony Blinken to come. Or only discuss the balloon?
- Many people are worried about the escalation of Sino-US confrontation. The key to the occurrence of the Taiwan Strait War is who will become the new president of the US.
- The three crises of the US dollar in the past 50 years have been redeemed by war, including “various forms of war”.Perhaps, we should get ready for a new era.
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