What to watch: Thursday, May 29: U.S. Revised Q1 GDP; Friday, May 30: CPI for April (May for select metropolitan areas); April – Industrial Production; April – Household income and expenditure survey; April – New housing starts; April – Unemployment and Ratio of Job Offers to Applicants Ongoing: Commodities and forex volatility — more inflation [...]
Archive | May, 2008
Nikkei Weekly Outlook: Stayin’ Alive
What to watch: Monday and Tuesday, May 19-20: Bank of Japan [BoJ] Monetary Policy Meeting; Tuesday, May 20: Monthly Report of (May) Economic and Financial Developments [BoJ] Ongoing: Earnings season is in the home stretch; 150 announcements are scheduled for Friday (less than 50 are scheduled for the week of May 26); It goes without [...]
Nikkei Weekly Outlook: Earnings Clouds
What to watch: Earnings season peaks with over 1,700 companies reporting this week; Monday, 5/12: Economy Watchers Survey – March (Cabinet Office); Money supply data – April (Bank of Japan (BOJ)); Wednesday, 5/14: Corporate Goods Price Index – April (BOJ); U.S. CPI – April; Thursday, 5/14: Machinery Orders – March (Cabinet Office); Mansion/Condominium sales – [...]
Thoughts on the N225, EAFE and EWJ
Thoughts on the Nikkei 225 Stock Average: Japanese stocks have been rallying over the past several weeks and the benchmark Nikkei 225 Stock Average is now at a 2-month-plus high; the N225 recouped 14,000 last Friday in spite of thin trading of late, due to the extended holiday that continues through this Tuesday. Short-term, sentiment [...]
Nikkei Weekly Outlook: More Upside Post-Golden Week?
What to watch: Monday and Tuesday, May 5-6: Nothing — TSE closed (trading resumes Wednesday); Earnings season also resumes; Friday, May 9: Index of Business Conditions (Cabinet Office) Ongoing: As always, external factors will impact domestic equities; however at present, conditions seem favorable given the weakening yen (now around ¥105/$1) and an accommodative Fed on [...]
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