FLJP News and Press, Franklin FTSE Japan From 08/23/23

2023-08-23 06:00:00 ET Summary Growth across Japan's private sector economy quickened midway into the third quarter of 2023. Higher input cost inflation contrasted with a decline in output price inflation. Further upsides in the near term may nevertheless be limited given the ...

2023-08-22 05:30:00 ET Summary Chairman Powell keeps reassuring us that the Fed is "data-dependent," but what do they do if some data is unclear or even flawed? There is a conflict between the ADP jobs data and the Labor Department's "seasonally adjusted" jobs data. In recent mont...

2023-08-22 00:30:00 ET Summary Japan spent three decades oscillating into and out of deflation. Japan has the world’s fourth-largest economy, and what happens to the yen and to Japanese bond yields is of worldwide consequence. Beginning in 2012, the BoJ launched a mega ...

2023-08-21 10:40:09 ET Summary World central banks, including the Federal Reserve, Bank of England, European Central Bank, and Bank of Japan, are facing significant losses due to their own mistakes. The central banks' expansion of balance sheets and exposure to interest rate risk ...

2023-08-18 21:35:00 ET Summary The main event for next week will be the Kansas City Fed’s Jackson Hole Symposium. As the ECB is poised to continue delivering more rate hikes to combat inflation, the risks of a hard landing are growing. Next week is mostly about the UK f...

2023-08-17 13:50:00 ET Summary Earnings have been stagnating, and this past quarter, they came in better than feared. Heading into this season, I was paying very close attention to if companies are able to keep and maybe even grow their margins, and the answer is yes. Looking ...

2023-08-17 06:10:00 ET Summary The global economy continued to lose growth momentum at the start of the second half of 2023, underpinned by waning of service sector growth momentum and a deepening manufacturing downturn. Global inflation has shown signs of 'stickiness' in July, dr...

2023-08-16 06:10:00 ET Summary APAC impact bond market continues growth trajectory and accounts for 25% of the global accumulated issuance. China, Japan, and South Korea are leading the way. Investors’ interest in impact bond has been rising in the APAC region, with the inv...

2023-08-16 05:11:35 ET Summary Michael Burry closed out most of his Q1 positions in the second quarter, reducing positions in Signet Jewelers, Liberty Latin America, and New York Community Bancorp. Burry more than doubled his position in The RealReal Inc. and added shares of The G...

2023-08-14 22:41:00 ET Summary According to the TINA concept, stocks are to be purchased when There Is No Alternative, which is shorthand for something like “buy stocks because bond yields stink.”. Using an amalgamation of Japan’s PPI, along with the PPIs of i...