BBJP News and Press, JPMorgan BetaBuilders Japan From 02/20/26

2026-02-20 22:40:00 ET Week in review - Tariffs and inflation The US Supreme Court struck down the administration's broad global tariffs under an emergency act (IEEPA). However, the administration is pivoting to alternative legal tools. US financial markets reacted posit...

2026-02-20 21:15:00 ET The rotation out of US equities is in its second year and going strong. The rest of the world may be having its share of problems, but underperforming stocks is not one of them. Here is a brief snapshot of how things are going in other parts of the globe, relative...

2026-02-17 19:00:00 ET Originally published on February 13, 2026 By Kei Okamura A landslide electoral mandate could speed up reforms, support domestic demand and push corporate cash into higher returns - key ingredients for a more durable re-rating of Japanese risk ass...

2026-02-14 03:45:31 ET With risk aversion gathering momentum, deleveraging looms. "US Financial Shares Extend Selloff on Continued AI Concerns." "US Brokerage Shares Slide in Latest Sell-off Driven by New AI Tool." "Wealth Manager Stocks Sink as Investors Flee AI's Next Casualty." "...

2026-02-14 03:10:00 ET ... Read the full article on Seeking Alpha For further details see: Whale's Insight: High Leverage Meets Tight Liquidity

2026-02-14 02:50:00 ET U.S. hiring beats forecasts in January The January U.S. jobs report, published on Wednesday, surprised to the upside. Payrolls rose by 130,000, a clear step up from December's revised total of 48,000 and well above consensus expectations. Meanwhile, the unempl...

2026-02-14 01:15:00 ET By Elior Manier Week in review – Volatile swings and deleveraging continue Markets have been subject to particular waves of volatility in the past weeks, as years of upward trajectories and the recent acceleration are now questioning extreme val...

2026-02-13 06:05:00 ET The stronger-than-expected U.S. jobs report has investors rethinking the potential timing of U.S. Fed interest rate cuts. Hafiz Noordin, VP and Director, Active Fixed Income Portfolio Management, TD Asset Management joins MoneyTalk to discuss how the latest data impac...

2026-02-12 17:30:00 ET Equities look past geopolitical risks; market leadership remains outside the US.... Read the full article on Seeking Alpha For further details see: Performance Insights - Monthly Report: February 2026

2026-02-12 12:40:00 ET Equity momentum extends into 2026 APAC equity strength, especially in Tech, extended gains into 2026. The fundamental outlook for Chinese equities has potential further upside. Australia hiked its policy rate due to higher inflation pressure, leading to AU...