Blogs

Japan continues to gear up for the incoming Trump administration, which is characterized by a loyal cabinet, influential figures like Elon Musk, a Republican majority in Congress, and significant sway over the federal courts and Supreme Court.

Embracing Change in Bond Markets

Earlier this month, Warren Buffett’s Berkshire Hathaway raised ¥281.8 billion ($1.9 billion) in a seven-tranche yen-denominated bond deal. This was their largest sale in yen since they began issuing in 2019 and its second this year. In February, they revealed that almost all their equity investments in Japan were being funded by bonds . Thus this reload is being seen as indicative of their expectations for upside in Japanese stocks. We look at some of the possible reasons why.

Our new guest blog explores how the German-Chinese relationship has shifted from collaboration to competition, with China overtaking Germany in key industries. This growing rivalry poses economic challenges for Germany. To learn more about how Germany can address these risks and reduce its dependence on China, read Boris' blog now!

The Eurozone's credit cycle shows early signs of recovery, with rising loan demand and easing lending standards, driven by the ECB's recent rate cuts amidst stabilizing inflation. This trend could support broader economic recovery, though growth remains fragile.