Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

<p>Consensus about further tightening of monetary policy by the US Fed has been drastically revised down of late, with most analysts expecting no further interest rate rises this year. This follows concerns from Janet Yellen in her July 12 testimony on the uncertainty of when – and how much – inflation will respond to tightening resource utilization in the US economy. While the expectation for further rate hikes and the beginning of the reduction of the Fed’s balance sheet were maintained in…</p>

Consensus about further tightening of monetary policy by the US Fed has been drastically revised down of late, with most analysts expecting no further interest rate rises this year. This follows concerns from Janet Yellen in her July 12 testimony on the uncertainty of when – and how much – inflation will respond to tightening resource utilization in the US economy. While the expectation for further rate hikes and the beginning of the reduction of the Fed’s balance sheet were maintained in…

US Markets Update: Inflation Matches Expectation