Japan's rate hike has already been implemented, and the commentary is more dovish!
A series of macro events has rolled out. Apart from Trump saying he is considering restarting military action to end the Iran–US conflict as soon as possible, there isn't much else that’s particularly noteworthy on the horizon—mostly some macro economic data.
The market should start reverting to price action driven by capital and sentiment. ETFs have been seeing outflows for multiple consecutive days. In the near term, the key focus is whether ETFs will return to net inflows. It feels like a rebound in the broader market should be no big problem. #JapanRateHike
A series of macro events has rolled out. Apart from Trump saying he is considering restarting military action to end the Iran–US conflict as soon as possible, there isn't much else that’s particularly noteworthy on the horizon—mostly some macro economic data.
The market should start reverting to price action driven by capital and sentiment. ETFs have been seeing outflows for multiple consecutive days. In the near term, the key focus is whether ETFs will return to net inflows. It feels like a rebound in the broader market should be no big problem. #JapanRateHike
