In today’s briefing:
- Ohayo Japan |US Stocks Tread Water Amid Debt Limit Talks; NUGGET:Bullish BEV Outlook-JP OEM’s Absent
- Weekly Stock Bullfinder – Week of 5/15
Ohayo Japan |US Stocks Tread Water Amid Debt Limit Talks; NUGGET:Bullish BEV Outlook-JP OEM’s Absent
- OVERSEAS. SPX declined by 0.2% on Friday and 0.3% for the week. VIX trading at 17%, near its one-year lows, despite the possibility of a US default. We are wary..
- JAPAN. NKY futures are trading at a 0.6% premium vs Cash; Foreign investors continue to buy; Earnings season continues to see strong improvements to shareholder returns; Remain bullish JAPAN.
- NUGGET. Comprehrensive IEA report EV Outlook 2023. EV Sales to reach 14 million,+35%YoY in 2023 – Japanese OEMs continue to lag
Weekly Stock Bullfinder – Week of 5/15
- One of the lasting legacies of the COVID-19 pandemic was the acceleration of secular trends which were already in place prior to the start pandemic such as e-commerce, flexible working arrangements, streaming/entertainment at home, digital transformation, MRNA biotechnology, among others.
- Many of these trends in place prior to the pandemic were turbocharged by a quick pivot and responses to adjust to the “new normal” disruption of the dealing with COVID-19 waves, lockdowns, and companies muddling through how to adapt their business model.
- The aftermath of the combination of a bazooka fiscal and monetary stimulus has resulted in the Federal Reserve embarking on the most aggressive interest rate hiking campaign in decades in attempts to arrest and reverse inflation.
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