HJPX News and Press, iShares Currency Hedged JPX-Nikkei 400 From 06/11/22

The market recognizes a strong consensus has emerged at the FOMC for 50 bp hikes in June, but the unexpectedly strong CPI report before the weekend saw the market price in about a 50% chance of a 75 bp hike in July. In May, the FOMC statement acknowledged the contraction in Q1 GDP but...

The latest PMI data compiled for JPMorgan by S&P Global revealed an unwelcome mix of sluggish global economic growth and soaring business costs in May. Although global output growth picked up slightly in May, it remained at one of the weakest levels seen so far in the pandemic rec...

The majority of global 10-year benchmark notes hit 3-year yield highs early in May after central banks around the world began to tighten monetary policy. Across Europe, inflation has soared, as the region continues to deal with the impact of the war in Ukraine and supply chain issues ...

The pace of global economic growth remained among the weakest seen so far during the pandemic recovery period in May, according to the latest PMI data compiled for JPMorgan by S&P Global. Future expectations remain especially weak by historical standards in India and the eurozone ...

A strong nonfarm payroll report means that the Fed won’t be pausing their interest rate hiking campaign anytime soon. The May employment report was impressive, but it will likely be the last strong one we will see in a while. The upcoming week is filled with important centr...

U.S. investors can capitalize on the current and implied future interest rate differential between the US and MSCI EAFE countries by hedging their foreign currency exposure. The dollar may weaken by more than the interest rate differential over the lifetime of the hedging program. ...

This E&P, infrastructure, and utility company trades at almost a negative enterprise value, with its net cash position and stocks in Inpex worth more than the market cap. The business is positively exposed to gas but mainly to oil prices, and has an emerging CCS business as well t...

Quite frankly, new business creation is occurring in many parts of the world. We have observed new businesses being created at an annual growth rate greater than 15% since the start of the COVID-19 pandemic in Canada, France, Japan and the United States. The Economist estimates th...

EWJV appears to be a better option than the popular EWJ. Despite inflation recently breaching the BOJ’s 2% mark, it is difficult to see easy monetary policies being withdrawn. Some of EWJV’s top stocks may lift their distributions this year. For further details...

Despite these turbulent global markets, we can identify several clear positives across the thematic space. As a result, we believe that it may be a good time for investors to seek exposure to these themes at the dip while keeping their focus on the long-term drivers. As this econo...