Yesterday we discussed the movements in the JPY, and as anticipated, today we will briefly cover their relevance for global risk markets and the global benchmark, the SP500 The Japanese banking and insurance sectors are among the largest and most important in the world. As of 2024, Japanese banks held approximately USD 17 trillion in […]
It is quite striking to see how Nasdaq valuations have managed to remain so elevated, standing just 3.27% below all-time highs after yesterday’s strong rebound to 25,326 (+1.36%). We highlight this in light of the less-than-stellar recent performance of its major constituents, namely the large-cap tech stocks. Yesterday we discussed Apple, the second-largest component of […]
According to reports circulated last week, initially by Japanese broadcaster NHK, Japan’s Prime Minister Sanae Takaichi is planning to dissolve parliament this week and call a snap general election, with February 8 being considered as a possible election date. Japan’s first female prime minister, Takaichi aims to capitalise on the surge in public support for […]
With each passing day, the focus for the coming months appears to be increasingly shifting toward companies within the industrial and defense complex—names that investors will likely need to become familiar with in the near future. As recently as Wednesday, January 7, Trump proposed a 2027 federal budget of USD 1.5 trillion, implying an increase […]
