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 staples / Thematic (Sector/Industry)

<ul>
<li>US stocks advanced with the S&amp;P 500 and Nasdaq achieving consecutive record highs as investors increasingly bet on Federal Reserve rate cuts following benign inflation data</li>
<li>Treasury Secretary Scott Bessent reinforced dovish sentiment by calling for 150-175 basis points of cuts and suggesting a potential 50 basis point reduction in September</li>
<li>CoreWeave (-21%) tumbled despite beating revenue estimates as operating income guidance disappointed and debt costs mounted</li>
</ul>


US stocks advanced with the S&amp;P 500 and Nasdaq achieving consecutive record highs as investors increasingly bet on Federal Reserve rate cuts following benign inflation data
Treasury Secretary Scott Bessent reinforced dovish sentiment by calling for 150-175 basis points of cuts and suggesting a potential 50 basis point reduction in September
CoreWeave (-21%) tumbled despite beating revenue estimates as operating income guidance disappointed and debt costs mounted


Ohayo Japan | US Stocks Hit Fresh Records as Fed Rate Cut Bets Intensify