Search Results for: Japan

Top 5 Stocks – MSCI Asia ex Japan Index vs. MSCI USA Index The MSCI Asia ex Japan Index is more concentrated in the 5 largest stocks than the MSCI USA Index. Image: Credit Suisse

Japan and Global Equity Markets With a soft domestic economy, Japan’s equity market has lagged global equities. Image: Gavekal, Macrobond

Regional Share of Global GDP – North America, Europe and Japan vs. Asia ex-Japan Shifting patterns of global growth? This chart suggests that the center of gravity of global growth is shifting toward Asia. Image: BlackRock Investment Institute

U.S. Dollar vs. Japanese Yen (USD/JPY) This chart also suggests that the U.S. dollar remains relatively strong despite Fed action. Image: Alpine Macro

M2 Money Supply and S&P 500 vs. Japan M2 and Topix M2 is rising significantly in the U.S., as during the Japanese bubble market of the 1980s. Image: Gavekal, Macrobond

Japan GDP Japan’s economy shrunk at a 6.3% annual rate in late 2019 after sales-tax hike. Image: Financial Times

Gold vs. Japanese Yen This chart shows the strong correlation between the Japanese yen and gold, as they tend to offer similar safe haven characteristics. Image: Jeroen Blokland

Fiscal Impulses in Japan and the Eurozone Japan and the eurozone are expected to benefit from significant fiscal stimulus next year. Image: Gavekal, Macrobond

Japan Stock Market Japan holds more than 4% of the domestic stock market, making the BoJ the top shareholder of more than 55 companies in the Nikkei 225. Image: Macrobond Financial

Japan Recession Probability Chances of a recession in Japan are pretty high. Image: Quill Intelligence, LLC