July 9, 2024

LOCKED Japan News Weekly Digest | 7/1 – 7/7

More content for you in an easily digestible format! The Japan News Weekly Digest is our weekly summary of the Japan Update. This piece encapsulates and references the Japan Updates published in the last week so you can easily understand what you may need to dig into. 

As a quick reminder, the Japan Update, our market commentary piece, is uniquely sourced from Japanese language publications. Published 10-15 times a month and written by Jeff Uscher, a Western educated and US located, fluent Japanese financial writer. You can always sign up to receive the Japan Update when it is initially published in your account notification settings. As always, please reach out with any questions or comments!

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July 9, 2024

Blockworks On The Margin – An Inevitable Recession? Why the Soft Landing is a Myth

Julian Brigden of MI2 Partners discusses the current economic landscape, challenging the prevailing optimism about a soft landing. He delves into the complexities of the labor market, the sticky nature of core service inflation, and the psychological shift in corporate pricing strategies. Brigden explores the Federal Reserve’s dilemma in managing inflation without triggering a recession and examines global economic flows and their impact on the US dollar. To close out Julian unpacks where potential may exist in the choppy market.

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July 9, 2024

LOCKED Don’t Count Inflation Out Just Yet

  • With markets priced for perfection and weak data, it is tempting to write off inflation

  • Yet, absent a recession, the risk is that inflation remains sticky or even rebounds

  • Starting this week, CPI is particularly susceptible to a reversal in base effects

  • After the recent rally and given underlying liquidity, that leaves markets vulnerable

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July 9, 2024

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