All quiet at the casino, all eyes over the ditch
Wednesday 28th February 2024
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Japan’s inflation is down, but not quite as much as expected. That’s raised expectation from some that the BoJ will use this as a reason to lift rates. Phil asks NAB’s Taylor Nugent whether they need to. Japanese exports seem to be benefiting from a lower Yen right now. Meanwhile US equities have plateaued. Warren Buffet described it as a casino, suggesting investors focused on stocks that it would be hard to imagine doing without. Like coca cola. Vested interest perhaps?…
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