DFJ News and Press, WisdomTree Japan SmallCap Fund From 07/07/22

Global cost pressures eased in June albeit remaining elevated. Rates of increase of business costs decelerated in the US, eurozone, and UK, with the latter once again seeing a notably firmer rate of increase. A key driver of the slower rate of manufacturing input cost increase in ...

The BoJ's insistence that inflation, running slightly above target, is not sustainable is that it is a function of higher fresh food and energy prices and the statistical impact of last year's cut in cell phone charges dropping out of the 12-month comparisons. What is missing, the BOJ say...

The JPMorgan Manufacturing Purchasing Managers' Index, compiled by S&P Global, nudged lower in June, down from 52.3 in May to 52.2, its lowest since August 2020. The global manufacturing PMI survey's Output Index, which acts as a reliable advance indicator of actual worldwide outp...

The rising economic weight of APAC has far-reaching economic implications, notably due to the growing economic importance of APAC consumer markets as drivers of world demand growth. The rapid growth of China's economy over the past two decades has been a major driving factor for the i...

A shortened trading week on Wall Street will have traders focusing on the FOMC minutes, a few Fed speakers, and the June nonfarm payroll report. I don’t think there’s any such thing as a quiet week for Europe at the moment but next week is probably as close as it gets. ...

We have upgraded inflation forecasts - and downgraded growth - and now expect global GDP to expand at a rate well below potential in 2023. Regardless of whether the economic slowdown meets the technical definition of a recession, the next few quarters aren’t going to feel good....

Global equity markets outside of the United States are completing a second negative quarter, with the MSCI ACWI ex US IMI Index down 11.33% in the three months through June 24. Looking at the major regions, China and other Asian emerging markets are completing a difficult quarter, wit...

Recession fears and central-bank tightening are driving market volatility. Markets have faced a laundry list of concerns this year, including new COVID-19 lockdowns and an economic slowdown in China, the Russia-Ukraine war, surging inflation, and central-bank tightening. We think ...

We expect elevated inflation to continue into 2023 due to the lagged impact of food supply disruption and elevated energy costs. Should a recession occur, its scale is likely to be limited by the reduced number of negative feedback loops. Consumers enter this slowdown with a large...

The pendulum of market sentiment swings dramatically. It has swung from nearly everyone and their sister complaining that the Federal Reserve was lagging behind the surge in prices to fear of a recession. In addition to the tightening of monetary policy and the roughly halving of the ...