Global policy signals and Japan outlook shape cross-market investor expectations

Nomura trimmed Japan growth expectations as slowing US jobs data reinforced higher-for-longer rate concerns, with the OECD warning that inflation risks still challenge global stability.

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8 days ago

Global policy signals and Japan outlook shape cross-market investor expectations

Global policy signals and Japan outlook shape cross-market investor expectations
Nomura projected Japan’s fiscal year 2025 sales growth at 0.8 percent and operating profit expansion at 1.1 percent for large cap stocks under the Russell and Nomura Large Cap index. In the US, slowing job growth reinforced expectations of prolonged higher interest rates, increasing pressure on emerging market currencies including the Indian rupee.
Companies:
  • Nomura