Weakness in US employment (Figure 1) and economic activity in both the manufacturing sector (the ISM manufacturing PMI has contracted for four consecutive months)
What is covered in the Full Insight:
Introduction and Macro Overview
US Economic Insights and Fed Outlook
Japan's Economic Challenges
Investment Strategy and Stock Recommendations
Disclaimer and Risk Factors
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.