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Equity Watch: Japan – Board or abort Nikkei 225?

Equity Watch: Japan – Board or abort Nikkei 225?

The Japanese Nikkei 225 has, apart from yesterday’s move lower, been on a streak of strength since the turn of the calendar. So, with its Asian peer on the ropes and the toned down remarks from members of the BoJ regarding inflation, is the index a buy from here?

US Equity Watch: A rotations game

US Equity Watch: A rotations game

Areas of the economy are showing increasingly worrying tendencies, and some are outright caving in. Ahead of today’s FOMC meeting, we decided to take a closer look at the state of US equities and whether the defensive rotation was due – or if one were better off leaving the table entirely…

Steno Signals #27 – The tanned grinch

Steno Signals #27 – The tanned grinch

Lagarde starred in the role as the slightly more tanned Grinch as central banks decided to ruin Christmas. Structural liquidity doesn’t look too bad and 2023 is not necessarily the year of the bear.

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