In today’s briefing:
- Ohayo Japan|Fed Minutes Rekindle Fears of More Hikes; NUGGET: Toyota & FCVs – A Side Bet to Keep ?
Ohayo Japan|Fed Minutes Rekindle Fears of More Hikes; NUGGET: Toyota & FCVs – A Side Bet to Keep ?
- OVERSEAS. Fed Minutes Rekindle Propsects for Futher Rate Hikes; Equities continue fall as UST Yield continue to rise; Investors Flee China; EU: Holland in recession; TESLA cuts px in China
- JAPAN. NKY Futures -0.4% vs Cash; USDJPY 146.4; USDJPY hits 9 month low – MoF intervention watch on; Japan Inbound recovers to ~80% vs Pre-COVID; Japan Corp Profits Rise Again
- NUGGET. Toyota has kept its hydrogen fuel-cell vechicle push alive, despite the fact the world has moved en-mass to battery electric vehicles. We think this side bet is worth keeping.
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