Group 1 - The US Consumer Price Index (CPI) for November showed a year-over-year inflation rate of 2.7%, lower than the expected 3.1%, indicating a cooling inflation trend [1] - Japan's CPI also declined from 3% to 2.9% year-over-year in November, reflecting similar inflation trends [1] - The Bank of Japan raised its interest rates by 25 basis points to 0.75%, marking the highest level in 30 years, which could strengthen the yen and attract capital [2] Group 2 - Despite Japan's rate hike, the cooling inflation in the US and Japan led to inflows into risky assets like cryptocurrencies and stocks, with the S&P 500 gaining 0.79% and the global crypto market cap increasing by 0.7% to $2.93 trillion [3] - Bitcoin rose by 1.2% to nearly $88,000, and Ethereum gained 4% to reach $2,950, indicating positive market reactions to mixed economic signals [4] - The next macro signals to monitor include the US Federal Reserve's communications, movements of the yen, and global liquidity levels [4]

The Bank of Japan has hiked their interest rates.Big news!However, markets knew this beforehand, so the actual impact of this rate hike is:- Firstly, going to have less impact the more those will take places as the marginal impact for the Carry Trade is getting less and less.- Secondly, as everybody knew about it already, the markets have overpriced this to the downside prior to the event expecting a big crash to occur.This is now over, and given the soft read on inflation, it's time to get back to the fair ...

🇯🇵 NOW: Bank of Japan raises interest rates to 0.75%, the highest level in three decades. ...

BOJ Set to Hike Interest Rates to Highest in 30 Years: Follow Live News, Updates https://t.co/XDFiAEaJOn ...

Central Bank Insights - Central banks, including the Federal Reserve, ECB, and Bank of England, are experiencing significant internal disagreements regarding monetary policy due to a lack of visibility on economic conditions [3][10]. - The Bank of England has shown a notable split in decision-making, while the ECB appears more optimistic about growth and the resilience of the European economy [4][5]. Economic Indicators - The U.S. jobs report indicates a mixed picture, with the U6 underemployment rate at 8.7%, the highest since August 2021, suggesting challenges in the labor market [7]. - The Consumer Price Index (CPI) data is influenced heavily by shelter costs, raising questions about its reliability due to missing data from previous months [8][9]. Market Dynamics - There is a notable rebound in technology stocks, particularly driven by Micron, despite recent pullbacks and concerns about valuations in the AI sector [12][13]. - Companies are facing escalating expenditures and are increasingly borrowing, which may indicate signs of a bubble in the market, although it is suggested that the bubble may not burst until later than 2026 [14][16]. Investment Sentiment - Current market conditions reflect a lack of visibility and trust among investors, with concerns about potential profit-taking and rotation into different market segments [13][14]. - The overall investment landscape is still under control, with leverage not posing significant danger at this stage of the market evolution [16].

for the potential market impact here at home. Let's bring in market forecaster Jim Biano Bianca Research. Jim, great to have you with us.There's a lot to discuss, but in terms of the CPI print, this has not in your mind put to bed the concerns about inflation going higher. >> Yeah, this number was a statistical mess. They assumed that rents in the United States were effectively zero for the month of October.They surveyed the second half of the month because the government was shut down. So when you see thin ...

Hello and welcome to Market Domination Overtime. Stocks closing higher here after that cooler than expected November CPI print. Our very own Enz Fay joins us with the latest market moves.Nez. Josh. Uh stocks closing higher though off the highs of the session.There seems to be a little bit of selling in those last few minutes of trading. Taking a look at the Dow ended up uh onetenth of a percent. The Nasdaq Composite ending up 1.4% and the S&P 500 ending up about 8/10en of a percent.But there you see some of ...

🇯🇵 UPDATE: Japan’s central bank may raise interest rates to 0.75 percent tomorrow, the highest level since 1995. ...

Overseas stock markets settled mixed on Thursday. The Euro Stoxx 50 closed up +1.06%. China’s Shanghai Composite closed up +0.16%. Japan’s Nikkei Stock 225 fell to a 3-week low and closed down -1.03%.The markets are discounting a 27% chance that the FOMC will cut the fed funds target range by 25 bp at the next FOMC meeting on January 27-28.This week's market focus will be on US economic news. On Friday, Nov existing home sales are expected to be up +1.2% m/m to 4.15 million. Also, the University of Michigan ...

With the skepticism surrounding the inflation data, what should you do with your money. Do you go all in on stocks. Do you proceed with some more caution.Let's ask Rebecca Patterson, independent director at Vanguard and the former chief investment strategist at Bridgewwater. Great to see you first of all. >> Good to see you.>> Do do you I hate to put it quite this way. Do you care about the the vagaries of whether this report is reliable or not. Can you can you wait it out.Do you look to the market reaction ...