Japan August Inflation Hits 3-Decade High on Widespread Markups; More Price Hikes Coming

–Utilities Lead Rising Energy Costs; Gasoline Price Rise Slows on Subsidies, Softer Market –Core CPI +2.8% Y/Y Nearly 31-Year High Excluding 2014, 1997 Sales Tax Hikes Impact–Total CPI +3.0% Y/Y Also Nearly 31-Year High, Excluding Booster Effects of Sales Tax Hikes  –Even Narrow CPI (Ex-Fresh Food, Energy) Up 1.6% Y/Y, More than 29-Year High By […]

BofA Global Research Fund Manager Survey: Investor Sentiment ‘Super Bearish’ in September

By Vicki Schmelzer NEW YORK (MaceNews) – Global investor sentiment was “super bearish” in September, according to the findings of BofA Global Research’s monthly fund manager survey, released Tuesday.   Accordingly, cash allocation rose to the “biggest overweight on record” and equity allocation fell to a “record underweight,” the survey said. Investors remained on high alert […]

Preview: Japan Q2 GDP Rebound Seen on Eased Covid Rules but China Lockdown Limiting Gain

–People Dining Out, Traveling More Since Restrictions Lifted in Late March –Capex Seen Making Up for Q1 Drop on Solid Digitization, Greener Energy Demand –Q3 GDP Growth Sees Headwinds: Domestic Covid Spike, Slower Global Growth  By Max Sato (MaceNews) – Japan’s gross domestic product for the April-June quarter is forecast by economists to post a […]

US CPI Boosts Hopes Inflation Trajectory Has Improved

–July CPI Unchanged; Core +0.3% By Denny Gulino WASHINGTON (MaceNews) – The welcome way the latest Consumer Price Index came in below expectations Wednesday reinforced hopes the trajectory of high consumer inflation has finally improved. The July report’s headline number, the one that most influences inflation expectations, was unchanged, the lowest reading for any month […]