Japan Morning Connction: Tech Surging with Trump Signalling Zero China Tariffs on a Trade Deal
Intel plans to cut workforce and streamline management, EV plays may continue to rise after Tesla's gains, Boeing's improved numbers to benefit...
380 Views
Japan Morning Connection: US Markets Pushing Back on Trump-Powell Tensions
Tech and AI fall further with NVDA facing issues with new chip, with Intel as a relative outperformer. Hexel's poor numbers impacting JP Carbon...
280 Views
Japan Morning Connection: TSMC Fails to Hold Early Gains While Semi-Cap Plays Also Sag
Disco may suffer from tough 2Q with AI spending nearing its peak, US homebuilders up after strong beat from DR Horton, Trump's fees on Chinese...
724 Views
Japan Morning Connection: Tech and AI Set to Drop on New NVDA Export Curbs
Tech and AI weakness after H20 chipset restrictions, discussion of dropping the SLR rule for Treasuries may cause volatility for financials,...
364 Views
Japan Morning Connection: Reciprocal Tariff Deadline Looms but Japan Is Front of the Line in Talks
US markets struggle as renewed tariff concerns dampen sentiment. Banks and insurance rally as Treasury yields rose. US/Japan talks could prompt...
285 Views