Month / December 2023

The Federal Reserve’s surprise guidance for looser monetary policy sometime next year seemed partly intended for the US central bank to regain some control of the narrative as the market had already…

The yen’s most recent snap-back seem to have Japan equity analysts, especially those covering multinationals and exporters, hurrying back to their earnings models to adjust their estimated forex benefits in their forecasts…

Despite most recent headwinds from stronger yen on shares of exporters, the Topix has generally held on to its November gains, closely following the US market’s broader melt-up on a sudden shift…