Daily Brief Thematic (Sector/Industry): Good Morning Japan |US PPI Fuels Fed Pivot View = Bullish Equities and more

In today’s briefing:

Good Morning Japan |US PPI Fuels Fed Pivot View = Bullish Equities

Good Morning Japan: We strive to provide the very best breaking macro, stock and thematic overnight news that will impact your trading day in Japan. FOLLOW US to keep abreast!
OVERSEAS: Slowing PPI fuels Fed pivot view; UST yields fall as Tech gets bid; Add to that China stimulating+thaw in US tensions; 12M Momentum to Growth shift continues.
JAPAN: NKY Futures FLAT vs Cash; USDJPY at 139 handle with latest PPI and lower UST yields; Cit D/G of Sumco appear mis-timed with global bid in longer duration stocks(GROWTH).

Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, trusts, and offshore funds. Tweedy, Browne serves investors in the U.S.
In this volatile environment, the Tweedy, Browne Funds trailed their respective primary benchmark indices for the quarter.
Returns for the quarter were led by solid results from a number of our branded consumer product holdings.
As a result of the ongoing volatility, our fundportfolios over the last year havebeen in the process of becoming refreshedwith a significant number of new stocks.
Theopportunity set being presented tous today in non-US equities is one of thebest we have seen in well over adecade.

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