Daily BriefsThematic (Sector/Industry)

Daily Brief Thematic (Sector/Industry): Good Morning Japan |Stealth Bull Market ? Friday’s CPI Print in Focus and more

In today’s briefing:

  • Good Morning Japan |Stealth Bull Market ? Friday’s CPI Print in Focus

Good Morning Japan |Stealth Bull Market ? Friday’s CPI Print in Focus

By Mark Chadwick

  • OVERSEAS:  2 Day SPX gain +2.2% (Japan view; Tech leads SOX 2-Day +6.7%; Metals rally on  China normalization  Slower wage growth + falling Used Car prices supports slower Fed hikes
  • JAPAN:  NKY Futs +0.8% vs Cash; USDJPY ¥131.89;  Looking for strong Tech/SPE (SOX) + Commodities (China) bid to start; Go-To-Travel resumes; Continued strong news flow on #Decarbonization spending.
  • DAILY NUGGET:  Afeela – a winner ? Get used to it. This is the first result of the Sony Honda Mobillity JV. 

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