Daily Brief Thematic (Sector/Industry): Smartkarma Webinar | Should You Give in and Follow the Stock Market Rally? and more

In this next #webinar Wednesday, we are glad to welcome Smartkarma Insight Provider Jeroen Blokland. He will introduce the Macro-Sentiment-Valuation framework and we will take a look at the outlook of equities. Jeroen will also show us the rationale behind decisions to chase the year-to-date rally in equities.

The webinar will be hosted on Wednesday, 24 May 2023, 17:00 SGT/HKT.

Jeroen Blokland is an all-round Multi-Asset investor. He is the former head of a EUR 5 billion multi-asset fund range, a speaker, and the founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios. 

• OVERSEAS.  SPX up again as Tech pushes stocks higher;  Biden off to G7 in Japan as market expect a deal on return; Walmart lifts Sales, spurring optimism; Fed Hawks back
• JAPAN.  NKY Futs +1.1% vs Cash;  As Japan Prepares for G7 Meeting, PM Kishida woos Global Semi CEOs; Panasonic tgts 200GW batteries by 2030; Ricoh-Toshiba merge OA-Expect more OA Consolidation.
• NUGGET. Digital Transformation Japan – Still lots to do but legislation passed to expand DX that promotes the expansion in the use of My Number

• Except US banks to move from liquidity risks to credit risks
• Recently released US Senior Loan Officer Survey shows major tightening
• Focus on small banks’ CRE lending and credit card company net charge-offs