The current bull market that has seen the end of Japan's lost three decades should be named the "end of deflation" market, according to JPMorgan's top Japan strategist. Inflation Insights Inflation data out of Japan once again showed its strength, with core CPI sliding to 2% from 2.3% but exceeding estimates of 1.8%. Yield Movement The yield on the 2-year Japanese government … [Read more...] about Japan’s Bull Market Journey
Inflation
Insights on Stock Performance in Inflationary Environments
A recent study by Northern Trust Asset Management sheds light on the impact of inflation on stock performance, particularly highlighting the potential benefits of investing in "quality" stocks. These stocks, characterized by high operating profitability but currently overlooked by Wall Street, have been identified as promising options during periods of rising inflation. … [Read more...] about Insights on Stock Performance in Inflationary Environments
The Stock Market Gains Momentum as Inflation Moderates
The stock market experienced a significant boost following the release of the latest inflation report. This rally is not expected to fade away quickly - it is one to believe in. Impressive Gains in U.S. Stock Indexes On Tuesday morning, all three major U.S. stock indexes witnessed jumps of over 1%, with the Nasdaq Composite coming close to a 2% gain. A Moderation in … [Read more...] about The Stock Market Gains Momentum as Inflation Moderates
Slowdown in Demand for Burberry
Burberry, the renowned British fashion firm, has recently joined the list of luxury companies experiencing a decline in demand due to inflationary pressures impacting affluent consumers worldwide. In a recent announcement on Thursday, Burberry expressed concerns about meeting its fiscal year targets if this trend persists, following a significant slowdown in second-quarter … [Read more...] about Slowdown in Demand for Burberry
Mortgage Rates See Third Consecutive Weekly Decrease
The latest data suggests that mortgage rates have fallen for the third consecutive week, signaling a potential slowdown in inflation. As of November 16, the 30-year fixed-rate mortgage averaged 7.44%, a decrease of 6 basis points from the previous week. This figure is also lower compared to the 7.5% average from the same time last year. In addition, the average rate on the … [Read more...] about Mortgage Rates See Third Consecutive Weekly Decrease
