Rising Sun?
Douglas Tengdin - Seeking Alpha - Thu Dec 04, 8:05AM CST
Editor's note: Originally published on November 24, 2014 Is Japan in a recession? It is if you believe the most recent news. Japan ’ s economy contracted last quarter, after falling the quarter before that. Two successive quarters of...
DXJF: 28.38 (+0.01), JPMV: 51.33 (-0.11), DXJH: 30.04 (-0.15), JPNL: 44.87 (-0.13), SCJ: 53.00 (-0.36), JSC: 48.39 (-0.05), DFJ: 49.55 (-0.15), DXJS: 33.21 (+0.02), DXJR: 28.75 (-0.41), DXJT: 30.00 (+0.05), EWJ: 11.74 (-0.03), DXJ: 56.80 (+0.10), NKY: 17.72 (-0.02), EWV: 61.13 (+0.20), HEWJ: 28.57 (-0.07), ITF: 50.28 (-0.04), QJPN: 60.24 (-0.05), DBJP: 41.98 (-0.05), JPP: 45.17 (+0.07), EZJ: 83.29 (-0.34), FJP: 46.36 (-0.07), DXJC: 30.23 (+1.42)
Daily State Of The Markets: The Bears Are Making Their List And Checking It Twice...
David Moenning - Seeking Alpha - Wed Dec 03, 7:32AM CST
Stocks rallied back on Tuesday as the S&P 500 erased the majority of Monday's decline. The venerable Dow Jones Industrial Average went one better and managed to close at a fresh new all-time high. However, the rest of the major indices did not...
SPY: 207.66 (-0.23), QQQ: 105.37 (-0.05), DIA: 178.83 (-0.13), EZU: 38.43 (-0.20), IWM: 116.81 (-0.56), EWJ: 11.74 (-0.03), FXI: 41.51 (+1.21)
Japan Toxicity
Joseph Calhoun - Seeking Alpha - Wed Dec 03, 3:28AM CST
By Jeffrey P. Snider Honestly, there really isn't much to say now that hasn't already been said. At what point can we expect convention and mainstream commentary to stop referring to monetarism as "stimulus"? If we are to have a unified...
EWV: 61.13 (+0.20), NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), HEWJ: 28.57 (-0.07), ITF: 50.28 (-0.04), JPNL: 44.87 (-0.13), DBJP: 41.98 (-0.05), JPP: 45.17 (+0.07), EZJ: 83.29 (-0.34), FJP: 46.36 (-0.07), EWJ: 11.74 (-0.03)
Monetary Policy Decouples As Financial Crisis Enters Its Final Act
Alpha Now at Thomson Reuters - at Seeking Alpha - Tue Dec 02, 7:54PM CST
By Phillip Lachowycz We may finally be entering the final act of the financial crisis. The monetary policy of the major central banks is decoupling. The Federal Reserve and the Bank of England are moving towards an interest rate increase, albeit...
NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), DXPS: 25.70 (-0.15), SPY: 207.66 (-0.23), FKU: 39.75 (+0.14), QQQ: 105.37 (-0.05), EWU: 19.05 (-0.14), DIA: 178.83 (-0.13), PGJ: 29.27 (-0.13), YINN: 34.85 (+2.91), EWJ: 11.74 (-0.03), GXC: 80.70 (+1.41), FXI: 41.51 (+1.21)
Performance Divergence Among Asian ETFs
Moby Waller - Seeking Alpha - Tue Dec 02, 10:49AM CST
One of the nice things about ETFs is the broad diversity they offer in terms of exposure to a vast variety of stock sectors within the US - but they also have exposure to a growing number of international countries (and in some cases, multiple...
NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), EWY: 56.92 (+0.58), THD: 83.34 (-0.20), EWM: 13.78 (-0.18), FXI: 41.51 (+1.21), EWJ: 11.74 (-0.03)
China And Japan Converge
Markit - Seeking Alpha - Tue Dec 02, 3:27AM CST
China's spreads have rallied and Japan's have lost ground, leading to a convergence of the two sovereigns. Back in the summer of 2013, there were two main themes that investors feared could trigger a change in the credit cycle. The first was the US...
XPP: 67.37 (+3.74), JPNL: 44.87 (-0.13), CHXF: 52.82 (+1.42), YINN: 34.85 (+2.91), MCHI: 50.40 (+1.17), EWJ: 11.74 (-0.03), EWV: 61.13 (+0.20), DXJ: 56.80 (+0.10), NKY: 17.72 (-0.02), YANG: 12.33 (-1.19), HEWJ: 28.57 (-0.07), ITF: 50.28 (-0.04), FXP: 44.37 (-2.81), DBJP: 41.98 (-0.05), PGJ: 29.27 (-0.13), JPP: 45.17 (+0.07), FCA: 23.33 (+0.44), EZJ: 83.29 (-0.34), YAO: 28.54 (+0.66), FJP: 46.36 (-0.07), YXI: 28.70 (-1.07), CN: 33.93 (+1.19), FXI: 41.51 (+1.21), GXC: 80.70 (+1.41)
As Dollar Continues To Strengthen, Time For Hedged Currency ETFs?
Zacks Funds - at Seeking Alpha - Mon Dec 01, 3:28PM CST
As the QE wrap-up started to wreak havoc on international markets, investors in the ETF world felt the brunt of negative currency translation on foreign holdings. Many currencies are slumping against the U.S. dollar, which is having an adverse impact...
HEDJ: 59.30 (-0.56), DXJ: 56.80 (+0.10), FEZ: 39.01 (-0.30), EWY: 56.92 (+0.58), DBKO: 23.77 (-0.29), DBJP: 41.98 (-0.05), DXKW: 21.37 (+0.49), EWJ: 11.74 (-0.03)
Nikkei Hits 7 Year High As Yen Continues Slide
Dean Popplewell - at Seeking Alpha - Mon Dec 01, 2:48PM CST
By Alfonso Esparza Tokyo stocks rose Monday with the Nikkei index ending at a seven-year closing high, propelled by solid Japanese business investment data for the July-September quarter and the yen’s depreciation against the U.S. dollar. ...
FXY: 81.27 (unch), EWJ: 11.74 (-0.03)
As Dollar Continues to Strengthen, Time for Hedged Currency ETFs? - ETF News And Commentary
Zacks Equity Research - ZACKS - Mon Dec 01, 9:00AM CST
Investors should look to these hedged currency ETFs if the dollar continues to move higher.
HEDJ: 59.30 (-0.56), DXJ: 56.80 (+0.10), FEZ: 39.01 (-0.30), EWY: 56.92 (+0.58), DBKO: 23.77 (-0.29), DBJP: 41.98 (-0.05), EWJ: 11.74 (-0.03), DXKW: 21.37 (+0.49)
The Bear's Lair: The Bearish Global Leading Indicator
Martin Hutchinson - Seeking Alpha - Mon Dec 01, 7:25AM CST
Originally published on November 24, 2014 After an unexpected decline in the country's third-quarter Gross Domestic Product (GDP), Japan's Prime Minister Shinzo Abe called an early election last week, while postponing implementation of a...
DXJF: 28.38 (+0.01), JPMV: 51.33 (-0.11), DXJH: 30.04 (-0.15), JPNL: 44.87 (-0.13), SCJ: 53.00 (-0.36), JSC: 48.39 (-0.05), DFJ: 49.55 (-0.15), DXJS: 33.21 (+0.02), DXJR: 28.75 (-0.41), DXJT: 30.00 (+0.05), EWJ: 11.74 (-0.03), DXJ: 56.80 (+0.10), NKY: 17.72 (-0.02), EWV: 61.13 (+0.20), HEWJ: 28.57 (-0.07), ITF: 50.28 (-0.04), QJPN: 60.24 (-0.05), DBJP: 41.98 (-0.05), JPP: 45.17 (+0.07), EZJ: 83.29 (-0.34), FJP: 46.36 (-0.07), DXJC: 30.23 (+1.42)
Capex Rising Strongly During Japan's 'Recession'
Scott Sumner - Seeking Alpha - Mon Dec 01, 1:38AM CST
If there's one business cycle regularity, it's that investment tends to fall more sharply than the other components of GDP. Keep that in mind as you read the latest data dump from Japan: TOKYO (Reuters) - Japan's fall into recession between...
EWV: 61.13 (+0.20), NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), HEWJ: 28.57 (-0.07), ITF: 50.28 (-0.04), JPNL: 44.87 (-0.13), DBJP: 41.98 (-0.05), JPP: 45.17 (+0.07), EZJ: 83.29 (-0.34), FJP: 46.36 (-0.07), EWJ: 11.74 (-0.03)
NorthCoast ETF Retirement Portfolios Stick With IVV
at Investor's Business Daily - Fri Nov 28, 6:00PM CST
NorthCoast Asset Management's ETF retirement portfolios are wrapping up 2014 with more gains. In November, U.S. equity positions have kept their momentum as leading indicators pointed to a strengthening economy in the U.S.. Foreign holdings have also...
IJH: 144.29 (-0.25), MUB: 109.80 (+0.07), EZU: 38.43 (-0.20), EFA: 63.82 (-0.21), CLY: 60.61 (+0.12), IVV: 209.05 (-0.25), EPP: 46.07 (-0.01), EWJ: 11.74 (-0.03)
China's Market Cap Surpasses Japan's
Marc Chandler - Seeking Alpha - Fri Nov 28, 12:54PM CST
This great graphic , composed on Bloomberg, shows that China's market capitalization (white line) is now greater than Japan's (yellow line). This is the consequence of two forces. (click to enlarge) First, the Chinese stock market has easily...
FXCH: 80.75 (-0.05), JYN: 47.38 (unch), CNY: 42.59 (-0.01), YCL: 14.11 (-0.03), CYB: 25.45 (-0.01), YCS: 89.64 (-0.05), FXY: 81.27 (unch), EWJ: 11.74 (-0.03)
Market Catches Breath After Yesterday's OPEC-Induced Moves
Marc Chandler - Seeking Alpha - Fri Nov 28, 9:31AM CST
The OPEC decision to roll-over existing quotas sent oil prices sharply lower, pushed European bonds and stocks higher, and generally gave the US dollar a boost. Today's theme is more consolidative in nature. At the same time, the dollar's firmer...
FXY: 81.27 (unch), OIL: 16.05 (-0.19), FXC: 87.39 (-0.07), FXE: 121.95 (+0.68), UUP: 23.53 (-0.09), EWJ: 11.74 (-0.03)
Japan's Monetary Easing Puts These Country ETFs in Focus - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Fri Nov 28, 7:00AM CST
The Japanese easing program could have a big impact on these country ETFs.
DXJ: 56.80 (+0.10), EWY: 56.92 (+0.58), EWT: 15.72 (-0.02), DXKW: 21.37 (+0.49), EWJ: 11.74 (-0.03)
Nikkei climbs; Japan bond yield goes negative
Seeking Alpha - at Seeking Alpha - Fri Nov 28, 1:37AM CST
JGBL: 21.46 (unch), DXJF: 28.38 (+0.01), JPMV: 51.33 (-0.11), DXJH: 30.04 (-0.15), JSC: 48.39 (-0.05), JGBT: 25.37 (+0.24), DFJ: 49.55 (-0.15), JGBS: 18.35 (+0.02), DXJS: 33.21 (+0.02), DXJR: 28.75 (-0.41), EWJ: 11.74 (-0.03), DXJT: 30.00 (+0.05), NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), ITF: 50.28 (-0.04), QJPN: 60.24 (-0.05), DBJP: 41.98 (-0.05), JPP: 45.17 (+0.07), EZJ: 83.29 (-0.34), DXJC: 30.23 (+1.42), JPNL: 44.87 (-0.13), SCJ: 53.00 (-0.36), EWV: 61.13 (+0.20), HEWJ: 28.57 (-0.07), FJP: 46.36 (-0.07), JGBB: 50.49 (-0.06), JGBD: 15.70 (+0.14)
Is Japan Headed For Another Recession?
Global Risk Insights - Seeking Alpha - Thu Nov 27, 12:04PM CST
By Itziar Aguirre Japan has struggled in recent months, posting economic losses for the second straight quarter, eliciting fears that the country is headed for another recession. Prime Minister Shinzo Abe's experiment may prove to be exceedingly...
EWV: 61.13 (+0.20), NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), HEWJ: 28.57 (-0.07), ITF: 50.28 (-0.04), JPNL: 44.87 (-0.13), DBJP: 41.98 (-0.05), JPP: 45.17 (+0.07), EZJ: 83.29 (-0.34), FJP: 46.36 (-0.07), EWJ: 11.74 (-0.03)
A Snapshot Of Central Bank Thinking
Dean Popplewell - Seeking Alpha - Thu Nov 27, 10:46AM CST
By Dean Popplewell Some of the main central banks continue to eye handcuffing investors to a low rate environment throughout the first half of 2015. The current exception to the loose monetary policy regime will be the Federal Reserve and...
FEZ: 39.01 (-0.30), VGK: 54.97 (-0.20), FKU: 39.75 (+0.14), AUSE: 53.88 (+0.10), INDY: 31.84 (+0.09), RUSS: 22.49 (+1.60), YINN: 34.85 (+2.91), FSZ: 39.35 (+0.22), EWL: 33.06 (+0.08), EWJ: 11.74 (-0.03), HEDJ: 59.30 (-0.56), DXPS: 25.70 (-0.15), NKY: 17.72 (-0.02), DXJ: 56.80 (+0.10), INDL: 99.97 (-0.34), DBJP: 41.98 (-0.05), PGJ: 29.27 (-0.13), EWA: 23.54 (+0.06), FAUS: 29.06 (unch), PIN: 22.52 (+0.01), EZJ: 83.29 (-0.34), ERUS: 14.25 (-0.37), INDA: 32.09 (+0.09), GXC: 80.70 (+1.41), FXI: 41.51 (+1.21), IEV: 44.68 (-0.18), RUSL: 6.24 (-0.52), EWU: 19.05 (-0.14), RBL: 18.06 (-0.53), EPI: 23.39 (-0.07), RSX: 18.66 (-0.51), QAUS: 54.97 (+0.08)