Equities are rallying on optimism about strong growth and lower inflation, but many investors aren’t confident the rally will continue, according to a Bank of America (BofA) fund manager survey. rice field. About 66% of those who took part in the February survey said the current rally in stocks was just a rally in a … Read more
In response to allegations of fraudulent accounting by India’s Adani Group, a major domestic investment management company that sets up and manages public investment trusts related to India has been forced to respond by announcing the inclusion ratio of related stocks. The Kishida administration advocates “Asset income double planThere are also voices of concern that … Read more
At the Federal Open Market Committee (FOMC) meeting on the 1st, the Fed is expected to continue tightening monetary policy aimed at curbing inflation, while continuing to narrow down the range of interest rate hikes. Federal Reserve Board (FRB) Chairman Jerome Powell, who will hold a press conference after the meeting, is expected to dismiss … Read more
In the United States, the fourth quarter of last year saw job cost growth fall short of market expectations. With new signs of slowing inflation, the Federal Open Market Committee (FOMC) has strengthened its argument for reducing rate hikes at its meeting this week. Key Point Fourth-quarter U.S. employment cost index, seasonally adjusted, rose 1% … Read more
![[U.S. market]Nasdaq 100, sharpest week since November – USD 129 yen – Bloomberg](https://i0.wp.com/assets.bwbx.io/images/users/iqjWHBFdfxIU/ihZ1LCcRkqKY/v0/1200x900.jpg?fit=%2C&ssl=1 "[U.S. market]Nasdaq 100, sharpest week since November – USD 129 yen – Bloomberg")
The US stock market continued to rise on the 27th. Amidst signs of a slowdown in inflation, expectations for a small interest rate hike have strengthened. Earnings forecasts from some of the tech giants fell short of expectations, but the impact on the market was limited. stock closing price Compared to the previous business day … Read more
Investors are buying European stocks at the fastest pace in almost a year. Meanwhile, inflows into U.S. equities have been sluggish amid recession fears. A report by Bank of America (BofA) showed. European equity funds received $3.4 billion in inflows in the week ending Friday, according to the report, which strategists including Michael Hartnett cited … Read more
Last December, the U.S. Personal Consumption Expenditure (PCE) price index saw its slowest growth in more than a year, with both the headline index and the core index, which excludes food and energy, slowing further from a year earlier. Meanwhile, spending fell, fueling speculation that the Fed would slow its pace of rate hikes even … Read more
Executives of the Financial Services Agency instructed top management of regional banks to accurately analyze and understand the impact of rising domestic interest rates on their portfolios and credit costs, and give priority to responding to market fluctuations. I found it encouraging. This was confirmed by several people familiar with the matter. At a meeting … Read more
U.S. economic growth in the fourth quarter of 2022 (October-December 2022) outperformed market expectations and moderately slowed as the Fed hopes to keep inflation under control without impeding growth. But economists who have dug into the details of the statistics also see enough warning signs to suggest there remains a significant risk of a recession … Read more
U.S. real gross domestic product (GDP) figures for the first quarter of last year increased at a healthy pace. However, a series of interest rate hikes by the Fed risks slowing growth this year. Key Point Preliminary real GDP for October-December increased by 2.9% year-on-year compared to the previous quarter The median forecast of economists … Read more