November 12, 2024

LOCKED Japan News Weekly Digest | 11/4 – 11/10

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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Maggie Lake Talking Markets: The Impact of Trump 2.0

Animal spirits were released in a week which saw Donald Trump win the US election and the Fed deliver another rate cut. Maggie Lake sat down with Julian Brigden, Head of Research at Macro Intelligence 2 Partners, to discuss whether the knee-jerk rally in risk assets can continue. Julian talks about the economic impact of Trump 2.0, the risks posed by inflation and why American exceptionalism may be at risk.

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