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Daily Brief
Our remarks and commentaries on financial and economic developments as well as international economic and financial research, to set up the best suitable strategies for your investments
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MARKETSCOPE : Japan : ¥ Blossom Season
Slightly higher-than-expected US inflation does not seem to have dampened risk appetite on European financial markets, which set new records again last week. In the US, on the other hand, technology stocks have shown some signs of weakness in recent sessions. Caution is therefore advised, ahead of next week's meeting of the US Federal Reserve. Read more...
No News Is Good News !
In unison, the financial markets hit new record highs last week, still riding the artificial intelligence momentum and now benefiting from expectations of a rate cut on both sides of the Atlantic in June. Appetite for risky assets therefore remains intact. Read more...
Highlights
A regular compilation of our leading research documents, in which our yearly macroeconomic investment scenario is either comforted or discarded because of developed or unexpected events
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Beijing’s Bazooka
Chinese banks cut a key reference rate for mortgages by a record amount. The five-year loan prime rate (LPR) was lowered by 25 bps to 3.95%, the first cut since June and the largest reduction since a revamp of the rate was rolled out in 2019. Read more...
RISING SUN
It took over 34 years, but trading floors across Tokyo today erupted in cheers and applause at the end of the market session. The Nikkei 225, Japan's main stock index, closed at a new all-time high above 39,000, following a record run last seen during the country's late-1980s asset bubble. In fact, the Nikkei has been the world's best-performing major index in 2024, surging 17.5% only two months into the year and trouncing the impressive near 5% advance of the S&P 500. Read more...