In today’s briefing:
- Ohayo Japan |SPX Futs Gain on Memorial Day-Debt Optimism; NUGGET: Disruption Gets Real for JP Autos
Ohayo Japan |SPX Futs Gain on Memorial Day-Debt Optimism; NUGGET: Disruption Gets Real for JP Autos
- OVERSEAS. US Closed for Memorial Day; SPX Futs rise on Debt Deal prospects; Republican Right Wing opposition emerging; NVIDIA annc partnerships/new chip release that CEO says is “A Big Deal”
- JAPAN. NKY Futs +0.2% vs Cash; Likely further follow through to the Upside for Japan stocks on weak yen/debt deal prospects; Softbank share px +8% on ARM new chip rollout
- NUGGET. [Another] Wake-Up Call for Japanese OEMs. The impact of rapid EV transition is starting with Toyota at the forefront. If this is happening to Toyota NOW, then the rest…
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