Japan economy minister Yamagiwa on the contracting Q3 GDP data – optimistic for growth ahead

Japan’s economy contracted in the July to September 2021 quarter: Economy minister Yamagiwa On that economic package, this from earlier:

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Dollar surges to new highs, stocks in retreat

Overnight Headlines *US stocks fell after +6% US CPI, Tech worst hit *USD hit 15-1/2 month high, EUR below 1.15 *Gold jumped to a five-month top at $1868 *Vix touches…

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BpJ Minutes showed members said pent-up demand has yet to materialise in Japan

The Bank of Japan Minutes came out in recent trade and they showed that a few members said chip shortage, supply chain disruptions are weighing on glo

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Risk mood on the up, yen suffering

Overnight Headlines *US stocks jumped as better-than-expected outlooks kicked off earnings *USD ended lower against most G10 peers *Gold is holding recent gains around $1800 resistance *Oil continues higher, nears…

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Market Update – October 13 – All eyes on CPI

Supply chain disruptions are increasingly hitting production targets and adding to stagflation concerns. The bond market is overlooking Wednesday’s CPI data and the prospects for a hot report and the…

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US CPI inflation is likely to remain high

US equities drifted with the S&P500 falling 0.24% and the Nasdaq dropping 0.14%. The looming start to the earnings season has probably deterred some investors from placing large positions. Soaring…

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RBA unmoved, RBNZ up next as stocks and tech suffer

Overnight Headlines *US stocks sold off, closing at their lowest since July *USD eased versus its peers, but is in the green today   *Oil jumped +2.5% to a three-year…

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Risk-off kicks off the final quarter

Overnight Headlines *US stocks tumbled with the S&P500 posting its worst month since March 2020 *USD consolidated nears its recent highs *US 10-year bond yields ended lower again as bonds…

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Japan – Jibun Bank/Markit Manufacturing PMI (final) for September 51.5

Preliminary was 51.2  51.5 in September is the lowest for 7 months. Meanwhile, input prices rose at the fastest pace since September 2008. Says the Markit commentary (in brief):

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Japan seeks to lift state of emergency at end-September

Reuters has reported that the Japanese government will seek advisers’ approval to lift all emergency curbs at the end of the month as the number of ne

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