Fresh Three-Decade Highs for Japanese Stocks

Asia was clobbered and yet again, Japan’s Nikkei 225 was the odd one out

Highlights

• Equity flows heading in reverse

• ECB could cut before the Fed

• Summarizing our latest Strategizer scores — S&P 500 backdrop eerily similar to the start of 2022

• Negative economic sentiment has a causal link to GDP