Sanctum Wealth’s Post

In recent months, financial markets experienced a significant shift after the Bank of Japan raised its benchmark interest rate, causing significant ripples across equities and fixed income. The resulting market volatility highlighted the ongoing challenges in a time of changing inflation and interest rates. Investors must rethink the role of traditional bonds as diversifiers in their portfolios. Explore how to navigate this evolving market landscape and uncover alternative income opportunities: https://okt.to/qTiXIH #IncomeInvesting #RateWatch #MultiAssetInvestment

For Professional Investors Only. Big news this week: the Bank of Japan has finally raised rates out of negative territory. Why is this such a big deal for investors? In this week's market update, Paul Skinner is joined by John Butler, head of macro strategy, who shares his view on the likelihood of further BoJ hikes and why this shift could push yields in other bond markets higher. Learn more: https://lnkd.in/egkdiaYA

For Professional Investors Only. Big news this week: the Bank of Japan has finally raised rates out of negative territory. Why is this such a big deal for investors? In this week's market update, Paul Skinner is joined by John Butler, head of macro strategy, who shares his view on the likelihood of further BoJ hikes and why this shift could push yields in other bond markets higher. Learn more: https://lnkd.in/dPaZtgam

For Professional Investors Only. Big news this week: the Bank of Japan has finally raised rates out of negative territory. Why is this such a big deal for investors? In this week's market update, Paul Skinner is joined by John Butler, head of macro strategy, who shares his view on the likelihood of further BoJ hikes and why this shift could push yields in other bond markets higher. Learn more: https://lnkd.in/ggnmT5Rh

August started with volatility in the markets, although the positive surprise in the US July Services ISM and the Bank of Japan's cautious tone have improved investor sentiment.     •The US indices are up more than +10% year-to-date.  •The main government bond and IG credit indexes are also in positive territory so far this year.  #WeeklyEconomicUpdate #Markets #Economy #AssetManagement *𝘛𝘩𝘪𝘴 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝑝𝘳𝘦𝑝𝘢𝘳𝘦𝘥 𝘣𝘺 𝘚𝘢𝘯𝘵𝘢𝘯𝘥𝘦𝘳 𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵, 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘴 𝘦𝘤𝘰𝘯𝘰𝘮𝘪𝘤 𝘧𝘰𝘳𝘦𝘤𝘢𝘴𝘵𝘴 𝘢𝘯𝘥 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘨𝘢𝘵𝘩𝘦𝘳𝘦𝘥 𝘧𝘳𝘰𝘮 𝘴𝘦𝘷𝘦𝘳𝘢𝘭 𝑝𝘶𝘣𝘭𝘪𝘤 𝘴𝘰𝘶𝘳𝘤𝘦𝘴. 𝘋𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘢𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦, 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳 𝘰𝘳 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝑝𝘶𝘳𝘤𝘩𝘢𝘴𝘦 𝘰𝘳 𝘴𝘦𝘭𝘭 i𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘧𝘶𝘯𝘥𝘴 𝘰𝘳 𝘰𝘵𝘩𝘦𝘳 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝑝𝘳𝘰𝘥𝘶𝘤𝘵𝘴.

The Bank of Japan has capitulated for the moment and this might give some reprieve to international markets: BOJ'S UCHIDA: NEED TO KEEP EASING FIRMLY FOR TIME BEING BOJ’S UCHIDA: WILL NOT RAISE RATES WHILE MARKETS ARE UNSTABLE BOJ's UCHIDA: If market conditions are not favourable, we will hold off from further rate hikes.

📈 [#MonthlyMarketViews] | In early August, equity markets tumbled due to combination of excessive valuations, weaker-than-expected corporate earnings in the US #technology sector and disappointing data from the US labour market. However, markets have since rebounded on expectations of resilient US economic growth and central #banks interest rate cuts. #Japan is an exception that saw a sharp decline following a surprise rate hike by the Bank of Japan and has not fully recovered. For the weeks to come, we see 4 key themes driving markets ⬇

For Professional Investors Only. Big news this week: the Bank of Japan has finally raised rates out of negative territory. Why is this such a big deal for investors? In this week's market update, I am joined by John Butler, head of macro strategy, who shares his view on the likelihood of further BoJ hikes and why this shift could push yields in other bond markets higher. Learn more: https://lnkd.in/ee33Rx9s

Are you curious about the recent turmoil in global markets? The sudden unwinding of yen carry trades following a surprise rate hike by the Bank of Japan has caused significant market volatility. Here's an explanation of what's happening below, and what it means. #GlobalMarkets #Investing #YenCarryTrade #MarketVolatility

Asian stocks remained relatively steady today as investors awaited the release of key consumer price index (CPI) data, which could provide insights into inflation trends and potential monetary policy adjustments. However, Japanese shares experienced a decline amidst concerns over the Bank of Japan's (BOJ) monetary policy stance. Investors appeared cautious, monitoring central bank actions closely amid uncertainties surrounding inflationary pressures and the broader economic outlook. JKV Global Markets Ltd. www.Jkvglobal.com #jkvglobal #forextrading #tradingcompany #forex #forextrader #forextrading #forexsignals #forexlifestyle #forexlife #forexmarket #forexsignal #forextrade #tradeforex #forexprofit #forexmoney #forexeducation #forexsignalservice #india #uae #forexnews