HJPX News and Press, iShares Currency Hedged JPX-Nikkei 400 From 07/20/22

Abenomics was aimed at trying to help the country avoid a deflationary spiral. A new challenge has emerged in the form of historically high rates of inflation, which may prove to be difficult for Japanese companies to navigate. The magnitude of cost increases for producers in Japa...

The assassination of Japan’s longest-serving former prime minister shocked the nation and markets, pushing up the yen and sending stocks lower, before their recovery by market close the same day. Although far from a done deal, prospects of constitutional reform have increased a...

The yen’s tumble to two-decade lows may propel exports and help quicken a rebound for its inbound travel and tourism sector as Japan eases pandemic border restrictions. Japanese equities are quite undervalued relative to many other developed nations, and we believe Japan’...

Last quarter, the Asset Allocation Committee adopted an underweight view on global equities and leaned more heavily into cash, commodities and other alternative, diversifying assets. The Committee’s views on real and alternative assets are unchanged this quarter. The Asset ...

It will be a busy week for Fed speak as Williams talks about LIBOR on Monday, Barkin discusses recession on Tuesday, Waller speaks on Thursday and Bostic talks on Friday. Energy traders will have a lot to keep their eye on next week as President Biden makes a trip to the Middle East a...

Global economic growth accelerated in June thanks primarily to rebounding business activity in mainland China after lockdowns related to the Omicron wave were eased. Demand growth, as measured by inflows of new orders, meanwhile slowed globally to reach a near two-year low and hint at...

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...