October 29, 2024

LOCKED Thoughts From the Road

Surprisingly, very few clients disagree with our idea that US Exceptionalism is reflexive

However, what they question is the current vulnerability of its underlying dynamics

After all, thus far, the dollar remains strong, US growth robust and US stocks supreme

Yet, with the election looming, clients are increasingly focused on binary outcomes

October 29, 2024

LOCKED Japan News Weekly Digest | 10/21 – 10/27

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!

October 29, 2024