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BoJ Hikes and Bank Stocks Love It!
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BoJ Hikes and Bank Stocks Love It!

Bank stocks surge and the yen rises after BoJ hikes rates

David Rosenberg's avatar
David Rosenberg
Jul 31, 2024
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Early Morning with Dave
Early Morning with Dave
BoJ Hikes and Bank Stocks Love It!
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Highlights

• Bank stocks surge and the yen rises after BoJ hikes rates

• Middle East tensions support gold and oil prices

• Market backdrop continues to remind us of the dotcom bubble

• High-income household sentiment takes a hit

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