Japan Specialist

Mark Chadwick

Thematic (Sector/Industry)

<ul>
<li>OVERSEAS. US Equities down again as Bostic, Kaskari call for higher rates; US10 Yr touches 4%; China Drives Energy and Materials Bid; Awaiting TESLA IR Day (as we write)</li>
<li>JAPAN. NKY Futs flat vs Cash; USDJPY 136.2 flat; Japan caught btw US rate hike Narrative vs China Recovery;  JP firms to hire more; ARM listing: UK loses to US</li>
<li>NUGGET.  As Tesla's Investor day in Focus;  Time to Refocus on their premier US battery supplier Panasonic, and the MASSIVE impact that IRA will have on earnings</li>
</ul>


OVERSEAS. US Equities down again as Bostic, Kaskari call for higher rates; US10 Yr touches 4%; China Drives Energy and Materials Bid; Awaiting TESLA IR Day (as we write)
JAPAN. NKY Futs flat vs Cash; USDJPY 136.2 flat; Japan caught btw US rate hike Narrative vs China Recovery;  JP firms to hire more; ARM listing: UK loses to US
NUGGET.  As Tesla's Investor day in Focus;  Time to Refocus on their premier US battery supplier Panasonic, and the MASSIVE impact that IRA will have on earnings


Good Morning Japan |Down as Fed Hawks Soar; China Drives Resources; Tesla IR Day; NUGGET: Panasonic

<ul>
<li>OVERSEAS.  SPX Futs -0.3% as US OFF ON FOR PRESIDENT'S DAY as Biden makes the trip to Ukraine;  Markets still focused inflation/rate hikes; Europe Resource Stocks bid on China Recovery</li>
<li>JAPAN. NKY Futs -0.2% vs Cash; USDJPY 134.29; North Korea launches  2 more missiles as Japan cries foul;  Defense stocks in focus today? BOJ March Surprise?  </li>
<li>DAILY NUGGET. Toto(5332) - Bottoming here?  Pricing in all of the US near term downside and ignoring the upside to a China recovery ? </li>
</ul>


OVERSEAS.  SPX Futs -0.3% as US OFF ON FOR PRESIDENT'S DAY as Biden makes the trip to Ukraine;  Markets still focused inflation/rate hikes; Europe Resource Stocks bid on China Recovery
JAPAN. NKY Futs -0.2% vs Cash; USDJPY 134.29; North Korea launches  2 more missiles as Japan cries foul;  Defense stocks in focus today? BOJ March Surprise?  
DAILY NUGGET. Toto(5332) - Bottoming here?  Pricing in all of the US near term downside and ignoring the upside to a China recovery ? 


Good Morning Japan | US Out; Rates Worry Europe Stocks;NKorea Fires 2 More Missiles;Toto -Bottom In?

<ul>
<li>OVERSEAS.  SPX  stays positive; Energy leads as Russia cuts oil production; CPI print in focus - as market looks for Fed Pause clues; TEREX - solid print/outlook..what Recession?</li>
<li>JAPAN. NKY Fut -0.3% vs Cash;  USDJPY 131.36; Shock at Professor Ueda as BOJ Gov; Yen rallies then weakens post his Presser;  Govt to guarantee 15% margins for Defense suppliers?</li>
<li>DAILY NUGGET. Fun take - ChatGPT on BOJ Governor to be Kazuo Ueda.</li>
</ul>


OVERSEAS.  SPX  stays positive; Energy leads as Russia cuts oil production; CPI print in focus - as market looks for Fed Pause clues; TEREX - solid print/outlook..what Recession?
JAPAN. NKY Fut -0.3% vs Cash;  USDJPY 131.36; Shock at Professor Ueda as BOJ Gov; Yen rallies then weakens post his Presser;  Govt to guarantee 15% margins for Defense suppliers?
DAILY NUGGET. Fun take - ChatGPT on BOJ Governor to be Kazuo Ueda.


Good Morning Japan |SPX Hangs on Ahead of Key CPI Print; BOJ Gov Candidate Shocker->ChatGPT's View

<ul>
<li>OVERSEAS.  US stocks rally on Fed paus(ing); Duration gets extended spurring +5% SOX move; AMD results provide comfort for Semis; Meta Beats !  Off to the races!</li>
<li>JAPAN.  NKY Futs +0.2% vs Cash; Yen Stronger at USDJPY 129.02 post Fed;  BOJ shows commitment buying  $180 bn JGBs in Jan;   Earnings: Positive Keyence; Negative Kyocera; Disaster Sumi Chemicals. </li>
<li>DAILY NUGGETS. Race for Talent. Japan retail major lifts wages, as (wage) hike momentum gathers. Issue for Japan is lack of workers !</li>
</ul>


OVERSEAS.  US stocks rally on Fed paus(ing); Duration gets extended spurring +5% SOX move; AMD results provide comfort for Semis; Meta Beats !  Off to the races!
JAPAN.  NKY Futs +0.2% vs Cash; Yen Stronger at USDJPY 129.02 post Fed;  BOJ shows commitment buying  $180 bn JGBs in Jan;   Earnings: Positive Keyence; Negative Kyocera; Disaster Sumi Chemicals. 
DAILY NUGGETS. Race for Talent. Japan retail major lifts wages, as (wage) hike momentum gathers. Issue for Japan is lack of workers !


Good Morning Japan | Blast off ! "Disinflation Process Has Started";AMD Spurs Tech Rally; Meta Beats

<ul>
<li>OVERSEAS.  SPX +1.9% to close on highs; Beta-driven rally as Tech rebounds;  Dovish talk from 2 Fed Members;  Google joins the fray slashing 12,000 staff; US Banks not far behind.</li>
<li>JAPAN.  NKY Futs +1.3% vs Cash; USDJPY 129.6;  CORE Inflation hits 4%;  Kishida: too early to discuss BOJ 2% policy exit;  Japan courts global elite grads; Population declines in 2022</li>
<li>DAILY NUGGET.  Change of Direction with new BOJ Leadership? Ha, policy direction has already been decided, and whoever the Govt selects will just continue where Kuroda left off. </li>
</ul>


OVERSEAS.  SPX +1.9% to close on highs; Beta-driven rally as Tech rebounds;  Dovish talk from 2 Fed Members;  Google joins the fray slashing 12,000 staff; US Banks not far behind.
JAPAN.  NKY Futs +1.3% vs Cash; USDJPY 129.6;  CORE Inflation hits 4%;  Kishida: too early to discuss BOJ 2% policy exit;  Japan courts global elite grads; Population declines in 2022
DAILY NUGGET.  Change of Direction with new BOJ Leadership? Ha, policy direction has already been decided, and whoever the Govt selects will just continue where Kuroda left off. 


Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"

Japan

INPEX CORPORATION is a holding company established through the reorganization of INPEX Corp and Teikoku Oil.  The Company manages subsidiaries that explores, produces, and sells oil and natural gas.

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Inpex Corp (1605 JP)

Good Morning Japan |Down as Fed Hawks Soar; China Drives Resources; Tesla IR Day; NUGGET: Panasonic

US down again as US10 Yield touch 4%; Japan caught btw US rate hike Narrative vs China Recovery; JP firms to hire more; ARM listing: UK loses to...

Mark Chadwick

Good Morning Japan | US Out; Rates Worry Europe Stocks;NKorea Fires 2 More Missiles;Toto -Bottom In?

North Korea launches 2 more missiles as Japan cries foul; Defense stocks in focus today? BOJ March Surprise? . STOCK FOCUS TODAY: Toto the...

Mark Chadwick

Good Morning Japan |SPX Hangs on Ahead of Key CPI Print; BOJ Gov Candidate Shocker->ChatGPT's View

US CPI in focus; BOJ Surprise Nominee - do not expect anything revolutonary. After Gov designate Ueda's news conference on Friday, that market has...

Mark Chadwick

Good Morning Japan | Blast off ! "Disinflation Process Has Started";AMD Spurs Tech Rally; Meta Beats

NKY Futs +0.2% vs Cash;USDJPY 129.02 post-Fed. Watch our homegrown SPE names today to follow the lead of the SOX. Today, Sony is on tap. Watching...

Mark Chadwick

Good Morning Japan | The Doves Strike Back; Google Joins Layoff Parade; "Too Early for BOJ Exit"

SPX +1.9% to close on highs; Beta-driven rally. NKY Futs +1.3% vs Cash; JP CORE Inflation hits 4%; Kishida: too early to discuss BOJ 2% policy...

Mark Chadwick

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