#japan #yen #currency - Expect a stronger yen by year-end and that could be bullish for Japanese equities: Astris Advisory: CNBC International Live

7 August 2026

Astris Advisory's Neil Newman expects two BOJ rate hikes and a Fed cut by year-end which he then expects to lead to a narrower rate differentials that will strengthen the yen.

He argues a firmer currency will lower import costs, boost corporate profitability and support both Japanese equities and the broader Asian market.

#uk #usa #japan #investing - Killik & Co's Weekly Market Update: 13th Feb: Killik & Co

13 February 2026

In this week’s Market Update, Rachel Winter talks about software stocks, Japanese government bonds, and GLP-1s.

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#asia #japan #investing - Japan Stocks Soar as Takaichi Secures Historic Mandate | The Asia Trade 2/9/2026: Bloomberg

9 February 2026

"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Singapore with Shery Ahn and Avril Hong, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets.

#china #tariffs #japan - Big Picture Perspetive on China & U.S. Rare Earth Tensions, Bank of Japan Interest Rates: Schwab Network

13 October 2025

Tariff threats reentered the conversation on Friday from President Trump. ‪@CharlesSchwab‬'s Michelle Gibley talks about what makes the rare earth-centric conversations between Trump and China's Xi Jinping so critical to the future of a trade deal. 

Michelle tells U.S. investors to watch the Bank of Japan's interest rate story, highlighting key distinctions between the two countries and the market paths they present. Cooper Howard offers a big picture perspective of the municipal bond market as volatility ramps higher. 

 

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