In today’s briefing:
- Japan Weekly | Rakuten, Asics, Ebara, Tokyo Electron Chalk up Big Gains
- Lots More on What Earnings Are Telling Us About Prices Now
Japan Weekly | Rakuten, Asics, Ebara, Tokyo Electron Chalk up Big Gains
- The Nikkei hasn’t been this high since the Berlin Wall came toppling down. The Nikkei was up over 4% on the week and stands 15% higher YTD.
- There were plenty of reasons not to be higher. US stocks closed marginally lower; AI stocks like SMCI crashed on Friday;
- Japanese stocks were higher but that hides significant divergence between the winners and losers after a heavy week of earnings releases. Perhaps a pause for breath next week.
Lots More on What Earnings Are Telling Us About Prices Now
- The podcast hosts discuss various topics, including their interests and the future of artificial intelligence.
- They mention that earnings season is currently underway, with companies implementing layoffs to boost profit margins.
- While layoffs receive a lot of attention in the headlines, the hosts note that the labor market data overall looks positive.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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