Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Thematic (Sector/Industry)

Japan Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>US stocks fell for a third session amid tech weakness and fading Fed-cut expectations, with Nvidia down and Bitcoin slipping below $95k as rate-cut odds dropped.</li>
<li>Fed funds futures now price only ~45% chance of December cut (down from &gt;90% a month ago); Governor Waller backs 25bp easing to counter labor-market weakening.</li>
<li>Panasonic will sell 80% of its housing equipment unit to YKK as part of a major restructuring to shed underperforming assets and cut 10,000 jobs, retaining a 20% stake.</li>
</ul>


US stocks fell for a third session amid tech weakness and fading Fed-cut expectations, with Nvidia down and Bitcoin slipping below $95k as rate-cut odds dropped.
Fed funds futures now price only ~45% chance of December cut (down from &gt;90% a month ago); Governor Waller backs 25bp easing to counter labor-market weakening.
Panasonic will sell 80% of its housing equipment unit to YKK as part of a major restructuring to shed underperforming assets and cut 10,000 jobs, retaining a 20% stake.


Ohayo Japan | Tech Drag Deepens as Fed-Cut Hopes Fade