Strong growth and Abenomics mean Japanese equities continue to provide opportunities
|
|
Author: Team Asset Allocation and Macro Research
Categories: Pictet Macro Analysis, Swiss and European Macro
|
|
Japanese growth momentum is at its strongest in over a decade, with the quarterly Tankan survey of business conditions and sentiment strengthening to an 11 - year high in Q4 2017. The economy may have expanded by 1.8% in 2017, up from 0.9% in the previous year. In 2018, the growth rate may moderate slightly to 1.3%, but should remain well above Japan’s potential growth, which currently stands at 0.85%, according to the Bank of Japan (BoJ, see chart1).
|
|
|
|
|
|
Swiss Retail Sales, December: +1.5 Percent Nominal and -0.8 Percent Real
|
|
Author: Swiss Statistics
Categories: Swiss and European Macro
|
|
Turnover in the retail sector rose by 1.5% in nominal terms in December 2017 compared with the previous year. Seasonally adjusted, nominal turnover fell by 0.8% compared with the previous month. These are provisional findings from the Federal Statistical Office (FSO).
|
|
|
|
|
|
FX Daily, February 01: Fed's Hawkish Hold Keeps Dollar Consolidation Intact
|
|
Author: Marc Chandler
Categories: FX Trends
|
|
The Yellen Fed ended on a high note. She took over the reins the of Federal Reserve an implemented a strategic normalization process monetary policy, and helped engineer not only the first post-crisis rate hikes but also the beginning of unwinding its balance sheet. Most reckon she has done an admirable job at the Federal Reserve, not only in terms of the economic performance on her watch but also the nimble execution policy.
|
|
|
|
|
|
Push to extend shop opening hours to 8pm in Geneva
|
|
Author: Le News
Categories: Personal Finance, Swiss Markets and News
|
|
The Swiss People’s Party (UDC/SVP) in Geneva wants shopping hours in Geneva to be standardized and extended. In general, French-speaking Switzerland has stricter laws on opening hours that the rest of Switzerland. For example a Migros store in Zurich is open until 9pm every night except Sunday. A similar store in Geneva is only open until 9pm one day a week. The rest of the week it shuts between 6pm and 7:30pm.
|
|
|
|
|
|
Swiss watch industry posts growth
|
|
Author: Swissinfo
Categories: Swiss Markets and News
|
|
After two years of decline, the Swiss watch industry grew by 2.7% in 2017, according to the figures released by the Federation of the Swiss Watch Industry (FH) on Tuesday. Exports grew by 2.7 % to CHF19.9 billion ($21.3 billion) on 2016. “Growth returned sooner than expected,” said the FH in a press release.
|
|
|
|
The Donald Saves the Dollar
|
|
Author: MN Gordon
Categories: Debt and the Fallacies of Paper Money
|
|
The world is full of bad ideas. Just look around. One can hardly blink without a multitude of bad ideas coming into view. What’s more, the worse an idea is, the more popular it becomes. Take Mickey’s Fine Malt Liquor. It’s nearly as destructive as prescription pain killers. Yet people chug it down with reckless abandon.
|
|
|
|
|
|
|
|
