What to watch: Earnings reporting continues; JGB activity (unprecedented サーキットブレーカー (circuit breaker) action last Friday; rising yields but equity yields still attractive to the 10-year); Tues./Wed., April 29 -30: FOMC rate decision meeting; Wed., April 30: Bank of Japan (BoJ) monetary policy meeting; March - Industrial production; March - New housing starts; March - Unemployment […]

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What to watch: Key earnings reports begin Wednesday 4/23; Friday 4/25: CPI for March (April for select metropolitan areas)
Ongoing: External factors will inevitably weigh on domestic stocks (bullishness in the U.S. helped pull the Nikkei up to a multi-week high by week’s end).

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What to watch: Japanese earnings forecast (downward) revisions; U.S. earnings releases; Tuesday; 4/15 Mansion (condo) sales for March; Wednesday 4/16 U.S. CPI for March
Ongoing: External factors; Investors are apprehensive of bad news; General Electric (GE: 28.71 0.00%) delivered worse than expected earnings early Friday, sparking a broad market selloff in the U.S. Shares of GE […]

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What to watch: Monday, 4/7: Cabinet Office’s Diffusion Index of Economic Indicators; Tuesday, 4/8: Cabinet Office’s “Economy Watchers” Survey; Tues-Weds. Bank of Japan Monetary Policy Meeting; Thursday, 4/10: Cabinet Office’s Machinery Orders for February; Friday, 4/11: Bank of Japan — Producer Price Index (PPI); Fri-Sat. G7 meeting of Finance Ministers

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