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US PPI is the first key test for bullish sentiment since the dovish Fed and weaker jobs data US yields have been more range-bound over the past few sessions as the bullish run following the more dovish Fed and the relatively weaker payrolls report has now petered out with 10Y UST yields just below 4.5%. Overall however, investors still seem more confident ...
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Twelve-month returns for the MSCI Japan are near 14% in U.S. dollar terms. We don’t see the recent slide in the yen to 34-year lows versus the dollar derailing this momentum. Why not? Japan’s growth outlook remains positive, corporate reforms are taking hold and rising wages can support consumer spending. Ultimately, yen weakness is mainly due to the gap ...
Sessions