Global lenders like Goldman Sachs retract calls for further monetary stimulus in China this year after the central bank telegraphed more patience in steering an economy still on track to hit growth targets https://t.co/ZTK6hi2Qzt ...

South Korea’s economy gained momentum last quarter, bolstering the case for authorities to refrain from adding monetary stimulus as they weigh the need to rein in a sizzling housing market against the expected impact from US trade policies https://t.co/g47qYpot3W ...

US Economic Outlook - The Trump administration's policies aim to improve the lives of average American families, fueling market enthusiasm in the United States [1] - The US economy is experiencing a "sugar high" due to fiscal and monetary stimulus, typically seen during recessions, but occurring amidst near full employment [2] - The market has largely moved past tariff issues, but concerns related to tariffs, particularly high inflation, remain unresolved [3] - Markets are underestimating the potential for a significant increase in inflation, given pro-inflationary immigration, fiscal, and monetary policies [4]

By Leika Kihara TOKYO (Reuters) -The Bank of Japan is firming up a strategy to unload its huge holdings of risky assets that will likely centre on a plan to gradually sell exchange-traded funds (ETF) in the market, said three sources familiar with its thinking. There is no consensus yet on when a decision about that would be made, the sources said, with the timing complicated in part by political turmoil caused by Prime Minister Shigeru Ishiba's resignation. The move would be the last piece of Governor ...

Monetary Policy - Concerns within China's government regarding a substantial stock market rally may postpone further significant monetary stimulus [1] - This situation potentially moves the central bank to a less active role as Beijing aims to maintain economic growth [1]

Market Trends & Investment Opportunities - Earnings season reveals nearly 10% growth, but disappointing guides may present opportunities, especially if estimates rise [1][2] - China's economic turnaround, driven by aggressive fiscal, monetary, and consumer stimulus programs, suggests adding a "kicker" to portfolios with China exposure [3][4] - U S multinational companies with China exposure offer transparency; Las Vegas Sands, with 60% of revenues tied to Macau and Jaeger, is one example, trading at 11 times EBITDA [5][6] - Industrial data center stocks have reacted poorly to earnings, down 9-10%, despite companies seeing significant activity, presenting potential investment opportunities [10] Company Performance & Strategies - Deckers Outdoor (Hoka parent company) is on the watchlist, down 50% year-to-date, trading at 16 times earnings, with earnings growing at approximately 16-20% and 8% China exposure [7] - Hoka brand saw 20% growth in the last quarter and is guiding for double-digit growth for the year [8] - Uggs experienced 19% growth, improved from 3% in the previous quarter, positioning it well for back-to-school season [9] Portfolio Strategy - Maintaining technology exposure is crucial due to growth, free cash flow, and investment in AI and data centers [10] - A broadening out trade in the market is still considered a viable strategy [9][10]