Podcasts about Bank of Japan

The recent sharp sell off in Japanese bonds has worrisome implications for investors across the globe. Confluence Associate Market Analyst Thomas Wash joins Phil Adler to discuss where this might be heading.

In this episode, I chat with Peruvian Bull, a well-known Bitcoin researcher and educator. We also unpack the central bank manipulation, the coming currency wars, and why Bitcoin might be the only way out. If you're looking to understand what the next phase of the dollar endgame might look like, this episode is for you.  ––– Offers & Discounts –––

As trade tensions show signs of softening and financial markets stabilise, we discuss the recent changes to our central bank views for both the European Central Bank and Bank of Japan, and outline our thinking on recent US-Japan trade negotiations. In this episode, we also preview the upcoming US labour market data and discuss what the election in Canada may mean for the economy and markets. Chapters: Europe (02:19), Japan (05:53), Asia (11:02), US (12:23).

We have seen some calm return this week, which has coincided with President Trump making some tariff concessions for tech companies and for auto parts, suggesting that a 'Trump put' is in play, and with the President also signalling “big progress” in talks with Japanese officials. However, we have to say this is an uneasy calm; new sectoral tariffs are still likely coming and tensions with China remain elevated. We discuss the latest tariff twists and turns, fresh communication from Fed Chair Powell and upcoming US data, as well as the ECB's recent 25bp rate cut. Across Asia, we will look out for Bank Indonesia's policy meeting, Korea export data and Tokyo CPI. Chapters: US (02:16), Europe (08:47), Asia (13:13).

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In today's episode of The Daily Voice, Sam reviews Tuesday's trade which saw a negative finish on Wall Street with Nvidia and Tesla down 3% and 5% respectively. Sam goes onto preview the day ahead which includes a rate decision from the Fed where they are expected to keep interest rates on hold once again.

Singapore shares rose today as investors continue to monitor trade and geopolitical uncertainties around the world. The Straits Times Index inched 0.35% higher at 3,908.69 points to 2pm, with a value turnover of S$685.11M in the broader market. In terms of counters to watch, we have ST Engineering after its Group CEO Vincent Chong said at the firm’s company investor day held yesterday that the group is targeting S$17 billion in revenue and improved net profit margin that outpaces its top-line increases by up to five percentage points annually over the next five years. Elsewhere, from Indonesia’s GoTo Gojek’s response to rumours of a Grab buyout, to Singapore Airlines set to get a first quarter boost from Lady Gaga’s Asia-exclusive concerts set to take place in Singapore – more international and corporate headlines remain in focus. Also on deck — economists’ forecast for Singapore’s growth, the Bank of Japan’s rate decision, as well as more on OpenAI’s first Stargate site. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with Too Jun Cheong, Assistant Dealing Manager from Moomoo Singapore.See omnystudio.com/listener for privacy information.

Kristina Clifton and Carol Kong discuss the top influences on currencies this week including the approval of Germany's fiscal package and the US Federal Reserve and Bank of Japan monetary policy meetings.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.    

Market participants continue to grapple with a very high degree of uncertainty which is starting to have real economic consequences. The week ahead should be very interesting with key central bank decisions, and we could get some guidance on how policymakers think about and deal with the uncertainty, particularly from rising global trade tensions. We share our expectations for an on-hold decision at the upcoming FOMC meeting, and for the Fed's tone to continue to emphasize patience. We also expect a pause from the BOE's cutting cycle. Lastly, we discuss why communication is a bigger focus this time from the BOJ's meeting where a skip in the hiking cycle is widely expected. Chapters: US (01:53), Europe (10:39), Japan (16:43), Asia (21:22).

Die bevorstehende 12. Kalenderwoche wird dominiert von den Notenbanken. Es tagt nicht nur der Offenmarktausschuss der Federal Reserve, auch von Bank of England und Bank of Japan werden Zinsentscheide erwartet. Daneben stehen ebenfalls die Veröffentlichung des Geschäftsberichts der UBS und die Bilanzpressekonferenz von RWE an. Doch die Geldpolitik wird besonders im Fokus der Kapitalmärkte sein. Welche Auswirkungen das von Angst und Unsicherheit geprägte Konjunkturklima in den USA auf die Fed-Zinspolitik haben könnte, warum die Bank of England eher zögerlich wirkt und weshalb die Bank of Japan auf Abwarten setzt, bevor sie im Gegensatz zu den anderen Zentralbanken keine Zinssenkung, sondern eine Zinserhöhung anstößt, erläutert Martin Pirkl, Währungspolitischer Korrespondent, im Gespräch mit Franz Công Bùi, der im Anschluss daran gemeinsam mit Sabine Reifenberger weitere Themen und Ereignisse vorstellt, die in der kommenden Woche wichtig werden.

Kia ora,Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news that we will be watching for China holiday demand signals, and watching how the US Fed handles new sharp political interference.Also, this week will bring a slew of big economic announcements in many places, but not China which is starting its Lunar New Year week-long holiday after their PMI data is released (later today). Elsewhere it will be a big week of central bank policy reviews, capped by the US Fed, although they are expected to deliver no rate change. However both Canada and the ECB are expected to cut rates by -25 bps. Sweden (-25 bps?) and Brazil (no-change?) will also be meeting.We will also get GDP results for the US (+3%?) and many key countries in the EU. Australia will release its Q4 CPI result. And of course the Wall Street earnings season results will continue.But first, the early 'flash' release of the globally-benchmarked S&P/Markit PMI for the US for January shows that their factory sector is back expanding with a small gain to a 7-month high. But there was a notable pullback in their services sector, still expanding but quite a bit slower than in December. So the composite PMI is at a nine-month low. (In January 2024 is was even, neither expanding nor contracting. In January 2023 is was contracting.)US existing home sales were up +2.2% in December from November to an annualised rate of 4.38 mln units, the most since February 2024 and despite mortgage interest rates over 7%. But in a long term perspective, this level is still very low, similar to what they had in the mid-1990sThere was an update to the University of Michigan sentiment survey for January out over the weekend, and it was revised lower. But the inflation tracking in this survey was unchanged at 3.3%, an eight month high.Across the Pacific, Japanese inflation jumped to 3.6% in December from 2.9% in the November, the highest level since January 2023 and well above the 3.2% level expected. Food prices were a notable driver, up 6.4%. Their core inflation rate climbed to a 16-month high of 3%, in line with market estimates.This bolstered the case for the Bank of Japan to raise its policy by +25 bps to 0.5% at their review on Friday, and that is exactly what they did.Meanwhile the Japanese factory PMI contracted a bit more in January than the very minor contraction in December. But their services PMI expanded more in January than in December, and by much more than expected.Singapore's central bank loosened its monetary policy on Friday, it's first such move in more than four years. Rather than interest rates, their monetary policy centers on exchange rates, via the S$NEER, allowing the Singapore dollar to rise or fall against the currencies of major trading partners to stabilise prices.In China, we should remind readers that their week-long 'Spring Festival' holiday will start tomorrow, Tuesday, January 28 and run until Monday, February 3, 2025. Only after that will they be back to normal. Chinese New Year is on Wednesday January 29, which ushers in the Year of the Snake.In India, their January PMIs show 2025 beginning with the private sector slowing and services losing steam. Having noted that, the expansion there is still very strong. But inflation pressure, especially in their services sector, is rising, suggesting growth at this level is creating distortions which will take the edge off it for most people.In Europe, their January PMIs showed they "returned to growth". That came with the combination of their factory sector contracting less and their services sector expanding more.Australia's factory PMI contracted noticeably less in January, and now is barely contracting at all. New orders rose, but prices rose faster too. Their service sector however expanded at a slower pace in the month.And staying in Australia, Westpac is pointing out that tax cuts there are not boosting consumer spending in the way expected. Three quarters of these cuts are being used by households to either pay down debt or increase savings.The UST 10yr yield has held 4.62% unchanged from Saturday at this time. Reporting of Wall Street's Q4 earnings is well under way and is off to a strong start. Both the percentage of S&P 500 companies reporting positive earnings surprises and the magnitude of earnings surprises are above their 10-year averages. As a result, the index is reporting higher earnings for the fourth quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest year-over-year earnings growth rate for Q4 2024 in three years. So it is no surprise that the S&P500 is near its record high.The price of gold will start today at US$2771/oz and down -US$5 from Saturday, but up +US$55 for the week.Oil prices are holding at just over US$74.50/bbl in the US and the international Brent price is now under US$78.50/bbl.The Kiwi dollar is now at 57.1 USc and down -10 bps from this time Saturday but still near a one month high. Against the Aussie we are unchanged at 90.5 AUc. Against the euro we are also unchanged at 54.4 euro cents. That all means our TWI-5 starts today just on 67.4, the same as they were on Saturday, but up +60 bps for the week.The bitcoin price starts today at US$104,928 and down -1.4% from this time Saturday. Volatility over the past 24 hours has been quite low at +/- 0.5%.Monday is the Auckland Anniversary holiday and most businesses in the northern half of the North Island are closed. It is also Australia Day. You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Plus: Boeing warns investors about a $4 billion loss in the most recent quarter. And, Pete Hegseth's nomination faces opposition from two Republican senators, setting the stage for a razor-thin confirmation vote. Kate Bullivant hosts. Sign up for WSJ's free What's News newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices

The Bank of Japan's rate decision and earnings from American Express and Verizon could vie for investor focus today to end a short week that's seen gains for stocks and yields.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political conditions.Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0125)

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In today's episode of The Daily Voice, Sam reviews yesterday's price action which saw small gains across the board for equity markets. He goes onto preview the day ahead which includes some key data highlights and earnings from from the US.

The Bank of Japan meets overnight to decide on a probable rate hike. The Bank of Japan's August meeting led to major sell-offs due to the Yen carry trade. However, Kevin says a positive reaction to this meeting can lead to another quick milestone for investors, "if we stick the landing." ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Myer shareholders have approved a merger with some of Premier Investments brands including Just Jeans and Jay Jays. SBS Finance Editor Ricardo Gonçalves speaks with David Walsh from Sarto Advisory to find out more, along with why investors are looking to Japan for their next move.

In today's episode of The Daily Voice, Sam reviews another great day for US stocks as the S&P 500 trades above 6100 for the first time in history. Sam discusses the good day for Nvidia, Microsoft and of course Netflix who reported stellar earnings. Sam also discusses Crypto's overnight price action and what they Bank of Japan will do at their rate decision which happens on Friday.

Charles Schwab's Jeffrey Kleintop says the Bank of Japan's rate hike is all but locked in. he says it's important for U.S. investors to keep an eye on the markets Friday and brace for volatility following August's Yen carry trade. Nathan Peterson notes U.S. overvaluation in stocks but adds, "we've been here before." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Il rialzo dei tassi di interesse potrebbe spingere gli investitori a chiudere il “carry trade” con impatto sui titoli europei e americani

Il rialzo dei tassi di interesse potrebbe spingere gli investitori a chiudere il "carry trade" con impatto sui titoli europei e americani 

Carol Kong and Kristina Clifton discuss the top influences on currency markets this week including President Trump's inauguration, New Zealand's Q4 24 CPI and the Bank of Japan's policy meeting.    Disclaimer:    Important Information   This podcast is approved and distributed by Global Economic & Markets Research (“GEMR”), a business division of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 (“the Bank”).  Before listening to this podcast, you are advised to read the full GEMR disclaimers, which can be found at www.commbankresearch.com.au.   No Reliance  This podcast is not investment research and nor does it purport to make any recommendations. Rather, this podcast is for informational purposes only and is not to be relied upon for any investment purposes.  This podcast does not take into account your objectives, financial situation or needs. It is not to be construed as a solicitation or an offer to buy or sell any securities or other financial products, or as a recommendation, and/or investment advice. You should not act on the information in this podcast.   The Bank believes that the information in this podcast is correct and any opinions, conclusions or recommendations made are reasonably held at the time given, and are based on the information available at the time of its compilation. No representation or warranty, either expressed or implied, is made or provided as to accuracy, reliability or completeness of any statement made.  Liability Disclaimer  The Bank does not accept any liability for any loss or damage arising out of any error or omission in or from the information provided or arising out of the use of all or part of the podcast.  

We've had a very busy start to the year and the excitement is likely to continue with the focus on Donald Trump's inauguration on Monday 20th January. In this episode, we outline what policy announcements to expect in the early part of Trump's second term, and how Asian economies may respond. In Europe we will be digging into recent UK market volatility and prospects for the labour market. And last but certainly not least, we preview the Bank of Japan decision, where we expect a 25bp hike. Chapters: Markets (01:08) US (02:11), Asia (09:31), Europe (12:56), Japan (18:04).

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Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide range of asset classes, as well as in-depth insights into the major economic trends and events that impact the markets. The content produced on this site is for general information purposes only and should not be construed to be advice, invitation, inducement, offer, recommendation or solicitation for investment or disinvestment in any financial instrument. Opinions expressed herein are those of the authors and not necessarily those of OANDA or any of its affiliates, officers or directors. If you would like to reproduce or redistribute any of the content found on MarketPulse, please access the RSS feed or contact us at info@marketpulse.com. © 2023 OANDA Business Information & Services Inc.

In today's episode of The Daily Voice, Sam breaks down last night's Federal Reserve meeting, which triggered a sell-off in risk assets. He delves into why markets reacted negatively despite the Fed's decision to lower interest rates. Additionally, Sam analyzes the monetary policy decisions from the Bank of Japan and the Bank of England, exploring their broader implications for global markets.

Starting next week we have monetary policy decisions from the European Central Bank, Swiss National Bank and the Reserve Bank of Australia. These along with a few key data releases set the tone for the week after which is promising to be a blockbuster week, when we have the Fed, Bank of Japan and Bank of England, plus a few central banks in Asia all on deck. We also have a special segment in this episode where we focus on the 2025 outlook for Asia. Chapters: US (01:56), Europe (08:04), Asia (13:26), Asia 2025 Outlook (14:43)

This week we witnessed some pretty material moves in markets. There was a rate cut announcement from the Bank of Canada and the theme of growth exceptionalism in the US, combined with communication from various Fed officials, has led the market to continue to unwind some of its prior aggressive Fed rate cut expectations. As we look ahead to the coming week, things are going to really heat up with US Payrolls and inflation data, European GDP, the UK budget, China PMI, and inflation reports in Indonesia and Australia. And of course, the US election race is coming down to the wire. Chapters: US (02:14), Europe (07:57), China (10:33), Rest of Asia (15:51)

In this episode, we discuss the upcoming US elections, and how US economic sentiment has been holding up in the second half of the year. In Europe, the focus next week will be on flash PMIs, especially after the ECB noted that they have seen downside surprises in indicators of economic activity. Could UK public sector borrowing numbers change the game for the UK budget? In Asia, the focus is on Japan where we have crucial inflation data for October. Chapters: US (01:16), Europe (08:11), Asia (10:24)

The Bank of Japan's very recent change of heart has apparently been strong enough to do the same for incoming Prime Minister Shigeru Ishiba. Sounding aggressively hawkish where it came to interest rates just last week after his surprise ascent, suddenly he's completely changed his tune. Why? The answer can be found in another record low for a highly critical US$ market. Eurodollar University's Money & Macro AnalysisBloomberg Ueda Keeps Rate Hikes in Play, Talks Down BOJ's Part in Meltdownhttps://www.bloomberg.com/news/articles/2024-08-23/boj-s-ueda-still-plans-to-hike-rates-if-economy-meets-outlookBloomberg Ueda Reiterates That BOJ Will Lift Rates If Outlook Realizedhttps://www.bloomberg.com/news/articles/2024-09-03/boj-ueda-reiterates-stance-of-lifting-rates-if-outlook-realizedThe New York Times Stocks in Japan Tumble After Party's Election of New Prime Ministerhttps://www.nytimes.com/2024/09/29/business/japan-stocks-nikkei-shigeru-ishiba.htmlCNBC Here's why Japan's stocks are plunging after Shigeru Ishiba's winhttps://www.cnbc.com/2024/09/30/heres-why-japans-stocks-are-plunging-after-shigeru-ishibas-win.htmlBNN Bloomberg Ishiba Ally Sends Signal to Warn BOJ Against Rate Hike Too Soonhttps://www.bnnbloomberg.ca/business/international/2024/10/02/japans-ishiba-isnt-necessarily-pro-boj-hike-new-minister-says/Bloomberg Japan's Ishiba Rules Out BOJ Interest Rate Hikes For Nowhttps://www.bloomberg.com/news/articles/2024-10-02/boj-s-ueda-briefs-new-pm-ishiba-on-market-developmentsBloomberg Ueda Hints at Dovishness After New Prime Minister Urges Cautionhttps://www.bloomberg.com/news/articles/2024-10-02/ueda-hints-at-dovishness-after-new-prime-minister-urges-cautionhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Prof. Richard Werner is best known for proposing quantitative easing while working at the Bank of Japan in the 1990s, and then predicting the 2008 financial crisis. Today, he is a fan of Bitcoin and small community banks.

After sending global markets in a brief tailspin in early August, the Bank of Japan is once again the center of attention. Our Global Chief Economist and Chief Asia Economist discuss the central bank's next steps to help ease volatility and inflation.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist.Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist.Seth Carpenter: And on today's episode, Chetan and I are going to be discussing the Bank of Japan and the role it has been playing in recent market turmoil.It's Friday, September 13th at 12.30pm in New York.Chetan Ahya: And it's 5.30pm in London.Seth Carpenter: Financial markets have been going back and forth for the past month or so, and a lot of what's been driving the market movements have been evolving expectations of what's going on at central banks. And right at the center of it has been the Bank of Japan, especially going back to their meeting at the very end of July.So, Chetan, maybe you can just level set us about where things stand with the Bank of Japan right now? And how they've been communicating with markets?Chetan Ahya: Well, I think what happened, Seth, is that Bank of Japan (BoJ) saw that there was a significant progress in inflation and wage growth dynamic. And with that they went out and told the markets that they wanted to start now increasing rate hikes. And at the same time, the end was weakening.And to ensure that they kind of convey to the markets that they want to be now taking rates higher, the governor of the central bank came out and indicated that they are far away from neutral.Now while that was having the desired effect of bringing the yen down, i.e. appreciated. But at the same time, it caused a significant volatility in the equity markets and make it more challenging for the BoJ.Seth Carpenter: Okay, so I get that. But I would say the market knew for a long time that the Bank of Japan would be hiking. We've had that in our forecast for a while. So, do you think that Governor Ueda really meant to be quite so aggressive? That meeting and his comments subsequently really were part of the contribution to all of this market turmoil that we saw in August. So, do you think he meant to be so aggressive?Chetan Ahya: Well, not really. I think that's the reason why what we saw is that a few days later, when the deputy governor Uchida was supposed to speak, he tried to walk back that hawkishness of the governor. And what was very interesting is that the deputy governor came out and indicated that they do care for financial conditions. And if the financial conditions move a lot, it will have an impact on growth and inflation; and therefore, conduct of monetary policy.In that sense, they conveyed the endogeneity of financial conditions and their reaction function. So, I think since that point of time, the markets have had a little bit of reprieve that BoJ will not take up successive rate hikes, ignoring what happens to the financial conditions.Seth Carpenter: But this does feel a little bit like some back and forth, and we've seen in the market that the yen is getting a little bit whipsawed; so the Bank of Japan wants to hike, and markets react strongly. And then the Bank of Japan comes out and says, ‘No, no, no, we're not going to hike that much,' and markets relax a little bit. But maybe that relaxation allows them to hike more.It kind of reminds me, I have to say, of the 2014 to 2015 period when the Federal Reserve was getting ready to raise interest rates for the first time off of the zero lower bound after the financial crisis. And, you know, markets reacted strongly -- when then chair Yellen started talking about hiking and because of the tightening of financial conditions, the Fed backed down.But then because markets relaxed, the Fed started talking about hiking again. Do you think that's an apt comparison for what's going on now?Chetan Ahya: Absolutely, Seth. I think it is exactly something similar that is going on with Bank of Japan.Seth Carpenter: So, I guess the question then becomes, what happens next? We know with the Fed, they eventually did hike rates at the end of 2015. What do you think we're in line for with the Bank of Japan, and is it likely to be a bumpy ride in the future like it has been over the past couple months?Chetan Ahya: Well, so I think as far as the market's volatility is concerned, we do think that the fact that the BoJ has come out and indicated that their reaction function is such that they do care about financial conditions. Hopefully we should not see the same kind of volatility that we saw at the start of the month of August.But as far as the next steps are concerned, we do see BoJ taking up one more rate hike in January 2025. And there is a risk that they might take up that rate hike in December.But the reason why we think that they will be able to take up one more rate hike is the fact that there is continued progress on wage growth and inflation; and wage growth is the most important variable that BoJ is tracking.We just got the last month's wage growth number. It has risen up to 3 percent. And going forward, we think that as the BoJ gets comfort that next year's wage negotiations are also heading in the right direction, they will be able to take one more rate hike in January 2025.Well, Seth, I think, you know, when we are talking about this volatility that we saw in the financial markets and particularly yen, the other side of this story is what the Fed has to do, and what is Fed indicating in terms of its policy path. And we saw that, after the nonfarm payrolls data, Governor Waller was indicating that the Fed could consider front-loading its rate cuts. What are your thoughts on that?Seth Carpenter: So, we do think the Fed's getting ready to start cutting rates. Our baseline is that they move at 25 increments per meeting, from now through the middle of next year. I would take Governor Waller's comments though about front-loading cuts -- which I took to mean, you know, the possibility of 50 basis point rate moves -- very much in context, and with a grain of salt.When he gave that speech, I think what he was trying to do, and I think the last paragraph of that speech really bears it out. He was saying there's a lot of uncertainty here. He said, if the data suggests that they need to front load rates, then he would advocate for it. But he also said that, if the data implied that they need to cut at consecutive meetings, he'd be in favor of that as well. So, he was saying that the data are going to be the thing that drives the policy decisions.But thanks for asking that question. And thanks to the listeners. If you enjoy this podcast, please leave us a review wherever you listen and share Thoughts on the Market with a friend or a colleague today.

04th Sep: Blockchain DXB Podcast

Episode 137: The economic data is manipulated and lagging and vastly different than reality. Inflation is lower but prices are still higher. Jobs data were just revised lower demonstrating millions of jobs reported are in fact fake. GDP is bloated by massive government spending that is disguising private sector hardship. Do we have real growth? Is unemployment higher than reported? Is CPI underreporting inflation? We have a BIFURCATED Economy! Gary Brode, founder of Deep Knowledge Investing and hedge fund manager turned to the good side to help us get better returns, takes a deep dive on macro, markets, and investing as we discuss the disparity between the data and what is really going on and where there are investing opportunities. There are always opportunities! ➡️Follow Gary on X: https://x.com/Gary_Brode ➡️Visit DKI: https://deepknowledgeinvesting.com/ ------------------------------------------------------------------------------------------------------------ For Investment Inquiries and/or to speak to an Investment Advisor at HYDRA WEALTH ADVISORS, please visit: https://www.hydrawealthadvisors.com ✨SUBSCRIBE to The RO Show YT Channel✨ https://youtube.com/@theroshowpodcast https://rumble.com/c/c-5300605 ➡️CONNECT with ROSANNA PRESTIA⬅️ ✨ONE SITE ♾️ https://sociatap.com/RosannaPrestia/ ✨X ♾️ https://twitter.com/RosannaInvests ✨X ♾️ https://twitter.com/TheROShowPod ✨WEBSITES ♾️ https://www.rosannaprestia.com/ https://www.hydracapitalgroup.co https://www.hydrawealthadvisors.com THINK Different with Rosanna ©️ 2022-2024 DISCLAIMER: ANY AND ALL INFORMATION (EXPRESSED OR IMPLIED) ON THE RO SHOW, BY ROSANNA PRESTIA AND/OR HER GUESTS IS FOR EDUCATIONAL, INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY. None of the opinions, suggestions or recommendations expressed or implied should be relied upon as professional advice, may not be suitable for any specific person and are not an endorsement/recommendation. Investing is risky and can result in a complete loss. Please consult with your own investment, real estate, legal, tax and/or any other professional advisers. From time to time, Rosanna Prestia and/or her guests may hold positions/interests in securities or investments. Copyright 2004-2023, ROSANNA PRESTIA ALL RIGHTS RESERVED

The month of August can often bring unexpected market volatility, and in this release we touch on the reasons behind it and how investors can stay prepared.In this episode, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, explore the recurring phenomenon of August market volatility, discussing historical events that have shaken the markets during this seemingly unpredictable month. Joined by insights from various professionals, they analyze the reasons behind these patterns and offer valuable perspectives on how investors can navigate the choppy waters of late summer trading. Ryan and Sonu discuss: Historical market disruptions in August and their catalystsThe psychology of market participants during low-volume periodsThe recent volatility triggered by the Bank of Japan's rate hikeThe importance of having a diversified investment strategy to weather unexpected market shiftsKey economic data, such as the unemployment rate and inflation expectations, and their impact on market outlookAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu Varghese

What really happens when global markets get rocked? In this episode of REady2Scale, Jeannette Friedrich and Syed Mahmood from Blue Lake Capital break down the latest financial turbulence that sent shockwaves across Wall Street. Discover the forces behind the sudden market rebound and learn why a small move by the Bank of Japan caused such widespread panic. This episode offers practical insights to help you navigate these unpredictable times and safeguard your investments. Key Takeaways: -Market Rebound Explained: An overview of the week's wild swings on Wall Street and what drove the Dow to jump nearly 700 points. -The Yen Carry Trade Unveiled: A clear explanation of how Japan's interest rate hike impacted global markets and triggered investor panic. -Investor Psychology: Understanding the emotional factors that amplify market volatility and how to manage your own reactions. -Stock Market vs. Real Estate: A comparison of the unpredictable nature of stocks versus the relative stability of real estate investments, especially in uncertain times. -Portfolio Management: Jeannette's personal experience with rebalancing her investments and tips for maintaining a balanced portfolio. -Real Estate Outlook: Why multifamily properties continue to be a strong investment choice and what the future may hold as interest rates are expected to decline. -Personal Insights: Syed Mahmood shares his personal interests, book recommendations, and thoughts on living an extraordinary life. Watch here: https://youtu.be/HqFglLdz6ns  View Transcript here: https://share.descript.com/view/4jQhbrd21cy  Contact Syed: Smahmood@bluelake-capital.com  Mentions: www.bluelake-capital.com/btdallas  Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com.  To reach Ellie & the Blue Lake team, email them at info@bluelake-capital.com or complete our investor form at www.bluelake-capital.com/new-investor-form and they'll connect with you. Timestamps 00:00 Breaking News on Wall Street 00:32 Meet the Hosts: Jeanette and Syed 01:03 Understanding the Market Turmoil 02:31 The Impact of Japan's Interest Rate Hike 05:53 Real Estate vs. Stock Market 11:07 Lightning Round and Final Thoughts Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose #Nvidia #Berkshire Hathaway #Yen Carry Trade #Stock Market Learn more about your ad choices. Visit megaphone.fm/adchoices

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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven  stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stock market selloff. Preston Caldwell, senior US economist for Morningstar Research Services, explores whether the Federal Reserve needs to make an emergency rate cut.What Caused the Stock Market Selloff?U.S. Tech Stocks and Bank of Japan Raising Interest RatesGlobal Selloff and Big TechShould You Shift Your Portfolio Away from the Magnificent Seven Stocks?How the Magnificent Seven's Outperformance Affects the U.S. and Global MarketsApple and NVIDIA: Why Their Products Are a Double-Edged SwordWhat Areas of the Market Are Poised for a Rebound?How Diversification Can Help Investors Stop Chasing the Magnificent SevenTop ETF Picks for Portfolio DiversificationWhen Will the Fed Cut Interest Rates?Will There Be an Emergency Interest Rate Cut Before the Fed's Next Meeting? Read about topics from this episode.  Subscribe to Morningstar's ETFInvestor Newsletter.Magnificent Seven Stocks Slide, Valuations Looking ‘More Interesting'August 2024 Stock Market Outlook: Small-Cap and Value Stocks ShineWhat Caused the Stock Market Selloff?Markets Brief: Back on Recession Watch?Morningstar's Guide to Market Uncertainty What to watch from Morningstar.3 Asset Classes That Could Raise Your Portfolio's Risk LevelWhy Picking Top Stocks Is Not EnoughIs There a New Leader in the AI Race?BOXX ETF: Cash-Like Returns Without the Tax Bill Read what our team is writing:Ivanna HamptonBryan ArmourSarah HansenPreston Caldwell Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Plus: Incumbent progressive Rep. Cori Bush loses her Democratic primary in Missouri to Wesley Bell. And, SoftBank plans a $3.5 billion share buyback despite posting a surprise quarterly loss. Luke Vargas hosts. Sign up for WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Korea Pro Podcast, co-hosts Jeongmin and John delve into South Korea's economic challenges as it finds itself caught between the U.S. Federal Reserve and the Bank of Japan's divergent monetary policies. They discuss the potential impact on the South Korean won and the Bank of Korea's dilemma in balancing concerns about inflation and stimulating growth, amid contrasting data points such as increased exports in July and a contraction in GDP in the second quarter. The conversation then shifts to the recent agreement between the U.S., South Korea and Japan to institutionalize their trilateral cooperation, with a commitment to maintaining peace in the Korean Peninsula, the Indo-Pacific region and beyond. Jeongmin and John explore the implications of this declaration and the South Korean defense ministry's reluctance to provide further details. Next, the hosts discuss Japan's Sado Gold Mine being listed as a UNESCO World Heritage Site and South Korea's decision to end its opposition, citing Tokyo's commitment to acknowledge the history of forced Korean labor at the site. Finally, Jeongmin and John preview the week ahead, including South Korea's appointment of a new ambassador to Australia and the Yoon administration's review of structural changes that will reintroduce the first lady's office. About the podcast: The Korea Pro Podcast is a weekly 15-minute conversation hosted by Editorial Director Jeongmin Kim (@jeongminnkim) and Editor John Lee (@koreanforeigner), diving deep into the most pressing stories shaping South Korea — and dissecting the most complicated ones for professionals monitoring ROK politics, diplomacy, culture, society and technology. Uploaded every Friday. This episode was recorded on Aug. 1, 2024  Audio edited by Joe Smith

The Bank of Japan raised its benchmark interest rate to the highest point since 2008, and Meta reported stronger-than-expected sales for last quarter.Today's stories:Surf's Up For Meta: The Firm Reported Stronger Sales Than ExpectedThe Bank Of Japan Raised Interest Rates For Just The Second Time Since 2007Try Finimize Premium

There's no path back to monetary sanity. That means more printing and more undeserved rewards to Wall Street insiders while a front of economic despair marches steadily northward through the social ranks.

The Japanese Nikkei 225 stock index was among the best performing in the word in 2023 and recently reached an all-time high. Confluence Associate Market Strategist Thomas Wash joins Phil Adler to discuss the reasons for the surge and whether there is room to grow from here.

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Microsoft has hired the co-founder of Google's DeepMind, the Bank of Japan raised interest rates for the first time since 2007, and leading European and UK artificial intelligence start-ups have been lobbied to move their headquarters to rival nations. Mentioned in this podcast:Microsoft hires DeepMind co-founder Mustafa Suleyman to run new consumer AI unitBank of Japan ends era of negative interest ratesUnilever to split off ice cream business and cut 7,500 jobsRival nations seek to poach top UK and European AI start-upsGet 40% off a digital FT subscription: ft.com/briefingsaleThe FT News Briefing is produced by Fiona Symon, Sonja Hutson, Kasia Broussalian and Marc Filippino. Additional help by Sam Giovinco, Peter Barber, Michael Lello, David da Silva and Gavin Kallmann. Our engineer is Monica Lopez. Topher Forhecz is the FT's executive producer. The FT's global head of audio is Cheryl Brumley. The show's theme song is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

The Rebel Capitalist helps YOU learn more about Macro, Investing, Entrepreneurship AND Personal Freedom.✅If you want to see what I'm doing with my portfolio this year, check it out here https://www.georgegammon.com/2024   ✅Come To Rebel Capitalist Live In Orlando May 31- June 2! https://rebelcapitalistlive.com/   ✅Check out my private, online investment community (Rebel Capitalist Pro) with Chris MacIntosh, Lyn Alden and many more for $1!! click here https://georgegammon.com/pro   ✅Rebel capitalist merchandise https://www.rebelcapitaliststore.com

Japan's central bank brings the era of negative interest rates to an end with its first rate rise in 17 years. Rahul Tandon looks at why and what this might mean for global markets.As the government in Pakistan continues to limit access to social media sites, we hear from a digital marketing boss in the country, about the effect on their company.And as Unilever announces plans to create a stand-alone business for its ice cream products, including Ben & Jerry's and Magnum, we speak to one former Unilever executive about what this could mean for business on both sides of the deal.

Ben and Tom discuss Bank of Japan's decision to move out of negative interest rate territory, an intensifying debate within the Fed as to when cuts should be made, Unilever planning to spin off their ice cream business, SMCI's decision to issue 2b in new stock, the need for discretion within AI, and Nvidia's AI Keynote presentation.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure

Russia's president Vladimir Putin claims a landslide election win further tightening his grip on power. The Bank of Japan may raise interest rates for the first time since 2007. And a mediation court hears a lawsuit by McDonald's Malaysia against the Israel boycott movement for over $1 million in damages. Visit the Thomson Reuters Privacy Statement for information on our privacy and data protection practices. You may also visit megaphone.fm/adchoices to opt out of targeted advertising. Learn more about your ad choices. Visit megaphone.fm/adchoices

Employment data suggests slower wage inflation and overall inflation ahead, and therefore lower interest rates. The S&P is up 26% since its interim low in October 2023, the same return as all of 2021, but in a third the time. A change pf key personnel at the US State Department may signify a change in policy. A cease-fire in Ukraine would be a real positive for Europe, and would also mean lower energy prices, a win for President Biden. Government and central bank sources in Japan are leaking that a policy change is afoot. If union-management wage negotiations for this year show a rise equivalent or more than last year's, it would be the excuse the Bank of Japan needs to end quantitative easing, and raise interest rates. Even if the yen goes up 5% vs. dollar over the next 12 months (which is our forecast), it will still be one of the most competitive currencies in the world. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.