海外研报

GS--TOPIX down -1.0% wow as yen strengthens; FX and Japanese equities

Summary of the weekTOPIX: 2,571.14 (-1.0%) / NK225: 36,581.76 (0.5%)n Top sectors: Air Transport, Electrical Machinery

GS--Week commencing 23 September 2024

Australia & NZ Economics Analyst: The Millennial Recession (Nixon): Weestimate ‘Millennial’ households have experienced a very sharp decline in their

China_ The Politburo sent clear (and louder) easing signals

top leadership showed increased concerns on growth headwinds, pledged to launch

FX--USD: minutes late

Sentiment was mixed during the Asian session. While dovish Fedspeak wassupportive, rising investor concern about China’s growth weighed on sentiment.