DFJ News and Press, WisdomTree Japan SmallCap Fund From 09/21/22

Summary Japan has been lagging behind a little in the global surge of inflation that started early last year. But it’s now coming along nicely. The index for “all items less fresh food” in Japan is what the Bank of Japan uses for its 2% “price stability...

Summary Consumer price inflation rose 3.0% YoY in August, and we look for headline inflation to stay above 3% for the rest of the year – but that's probably the highest it can go. We think a lack of demand-side pressures is a key reason for low inflation. With little si...

Summary The median economist forecast is for more inflation and higher unemployment than the Fed's median projection in June. The Bank of Japan meeting ends early on September 22, and the Bank of England meeting a few hours later. Japan will report August inflation figures a few d...

Summary Officials at the world's major central banks, led by the US Fed, grew increasingly united in their resolve to bring inflation under control. The August about-face pulled the Europe ex UK and both US Russell indexes back down to the bottom of the performance ranks for the y...

Summary Hotter-than-expected August CPI and quarterly options/derivatives expiration made for a toxic mix. “Core” CPI was reported up 0.6% for the month (7% annualized!), double estimates. Two-year Treasury yields surged 17 bps on CPI Tuesday – and rose 31 bps...

Summary The FOMC may consider a full-point rate hike but will likely settle on delivering its third consecutive 75 basis-point increase. The BoE will meet on Thursday and it has a big decision to make. The FX world is closely watching everything out of Japan. US ...

Summary The main economic data release for the trading week is the US inflation report. The UK economy is in a precarious position and facing a recession. Chinese President Xi is expected to meet with Russian President Putin at the Shanghai Cooperation Organisation summit in U...

Summary Global economic output contracted in August for the first time since June 2020, according to the latest PMI survey data. For the first time since early 2020, all four largest developed economies reported falling output. Reduced input cost inflation and worsening demand...

Summary In most countries/regions around the world, monetary inflation rates peaked at extraordinary heights in early 2021 and have since crashed. G2 True Money Supply is the primary driver of the global boom-bust cycle. Once central banks have created a bubble the best they c...

Summary The Reserve Bank of Australia makes its announcement early Tuesday, September 6. One of the challenges for policymakers and investors is that Australia reports inflation quarterly. The labor and property markets are showing signs of weakening, but the consumer appears to b...