Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Good Morning Japan | Soft(Er) CPI; Fed Pause Sealed; Equities Rip..then the FADE and more

In today’s briefing:

  • Good Morning Japan | Soft(Er) CPI; Fed Pause Sealed; Equities Rip..then the FADE
  • China Plans to Broaden Scope of REITs for Bolstering Property Sector

Good Morning Japan | Soft(Er) CPI; Fed Pause Sealed; Equities Rip..then the FADE

By Mark Chadwick

  • OVERSEAS:  Soft CPI Print – Fed Pause in sight, Equities rip; Swap markets now at 25bp hikes;  Record UAL-Boeing deal for planes;  Co-founder of FTX, SBF arrested (finally)
  • JAPAN:  NKY Futs flat % vs Cash; USDJPY 135 handle; Govt to introduce Carbon Trading;  FOR >AGAINST in latest Nuke Power Poll;  Apple deeply invested in Japan
  • DAILY NUGGET: APPLE and Japan supply chain – an already deep relationship set to expand further.

China Plans to Broaden Scope of REITs for Bolstering Property Sector

By Caixin Global

  • China plans to broaden the scope of real estate investment trusts, which raise funds to invest in property assets
  • The government will consider expanding an REIT pilot program to include market-oriented long-term rental and commercial real estate sectors
  • As of the end of November, 24 infrastructure REITs were approved and 22 sold shares, raising more than 75 billion yuan ($10.8 billion), official data showed.

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