The latest information from Japan suggests that in December 2023, its inflation fell sharply for the second consecutive month and that one might conclude the inflation episode is coming to an end. The Bank of Japan made the assumption that this supply-side inflation was temporary and would subside fairly quickly once those constraints eased. And they were right
EU politics
AP News: Political neophyte Stefanos Kasselakis elected new leader of Greece’s main opposition Syriza party
A centrist banker who has lived in the US for most of his life and has no political experience has taken over Syriza. You couldn’t make it up. Read the article HERE.
Economics
Eli Clifton – Ukraine War is great for the portfolio, as defence stocks enjoy a banner year
The top five US weapons firms outperformed major Wall Street indexes in the last year, mostly on the backs of American taxpayers Read HERE
Economics
Eurostat: Euro area international trade in goods deficit €34.0 bn – €42.3 bn deficit for EU
The first estimate for euro area exports of goods to the rest of the world in July 2022 was €235.5 billion, an increase of 13.3% compared with July 2021 (€207.8 bn). Imports from the rest […]
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