In today’s briefing:
- Good Morning Japan |THE SQUEEZE – Just Buy Tech; US Broker U/G to Semi Spurs Rally; Watch Copper
Good Morning Japan |THE SQUEEZE – Just Buy Tech; US Broker U/G to Semi Spurs Rally; Watch Copper
- OVERSEAS. SPX +1.2% but all Action in Tech as SOX +5.5%; Barclay Sector upgrade spurs Semis; Fed Hikes in the rear view for now; Watch Copper – supply risks+China demand
- JAPAN. NKY Futs +0.9% vs Cash; USDJPY 130.65; Where US goes, Japan will follow: All about Tech; Kishida speech: Nuclear Power, Defense, Child support in focus; Wage hikes gather steam.
- DAILY NUGGET. Davos on board with the coming of the Metaverse. We highlight this and think there are near term challenges.
💡 Before it’s here, it’s on Smartkarma
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