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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Ritholtz's Josh Brown and Wealth Enhancement's Ayako YoshiokaJosh Brown, CEO at Ritholtz Wealth Management, and Ayako Yoshioka, Wealth Enhancement Group senior portfolio manager, join 'Closing Bell' to discuss the market, tech's big earnings and market price and their Fed expectations.
Persons: Ritholtz's Josh Brown, Josh Brown, Ayako Organizations: Ritholtz Wealth Management, Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Bryn Talkington, Sonia Meskin and Ayako YoshiokaRequisite's Bryn Talkington, BNY’s Sonia Meskin and Wealth Enhancement’s Ayako Yoshioka, join 'Closing Bell' to discuss the market rally, Fed's next move and their outlook for 2024.
Persons: Bryn Talkington, Sonia Meskin, BNY’s Sonia Meskin, Fed's
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPortfolio manager shares the quality stocks she likes amid market slowdownAyako Yoshioka of Wealth Enhancement Group encourages investors to look into quality stocks and reveals that JPMorgan and Alphabet are her top picks.
Organizations: Group
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bond market is driving this reset in valuations, says Wealth Enhancement's Ayako YoshiokaAyako Yoshioka, Wealth Enhancement Group senior portfolio manager, joins 'Closing Bell' to discuss the bond market, expectations from Jackson Hole, Nvidia earnings and trading in this turbulent market.
Persons: Jackson Organizations: Group
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Malcolm Ethridge, Ayako Yoshioka, and Stephanie LinkHightower's Stephanie Link, CIC Wealth's Malcolm Ethridge, and Wealth Enhancement Group Ayako Yoshioka join 'Closing Bell' to discuss market expectations for Fed rate cuts in 2024, opportunities for high yields in fixed income, and more.
Persons: Malcolm Ethridge, Ayako Yoshioka, Stephanie Link, Yoshioka
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed's insistent rate strategy aims to curb consumer spending, says CIC Wealth's Malcolm EthridgeHightower's Stephanie Link, CIC Wealth's Malcolm Ethridge, and Wealth Enhancement Group Ayako Yoshioka join 'Closing Bell' to discuss market expectations for Fed rate cuts in 2024, opportunities for high yields in fixed income, and more.
Persons: Malcolm Ethridge, Stephanie Link, Yoshioka
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with VantageRock's Avery Sheffield and Wealth Enhancement's Ayako YoshiokaAvery Sheffield VantageRock senior portfolio manager and Ayako Yoshioka, Wealth Enhancement Group, join 'Closing Bell' to discuss the critical week for markets ahead.
Persons: VantageRock's Avery, Yoshioka Avery, Ayako Organizations: Yoshioka Avery Sheffield VantageRock Locations: VantageRock's Avery Sheffield
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSlowing growth and higher rates could lead to stock pullback, says Ayako YoshiokaAyako Yoshioka, senior portfolio manager at Wealth Enhancement Group, and Peter Cecchini, director of research at Axonic, join 'Power Lunch' to discuss the latest jobs data, expectations for a continued slowdown in the labor market, and investment opportunities in fixed income.
Persons: Ayako, Yoshioka, Peter Cecchini
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Joe Terranova, Dubravko Lakos and Ayako YoshiokaJoe Terranova, Virtus Investment, Dubravko Lakos, JPMorgan, and Ayako Yoshioka, Wealth Enhancement Group, join 'Closing Bell' to discuss the Fed's next move and how it may impact the markets.
Persons: Joe Terranova, Dubravko, Ayako Yoshioka Joe Terranova, Dubravko Lakos, Ayako Organizations: Virtus Investment, JPMorgan Locations: Virtus
The generosity towards Ukrainian evacuees, however, will highlight the stark contrast against Japan's track record with asylum seekers, experts and advocates say, with hopes for broader refugee policy reform still distant. Ukrainians have entered Japan under a framework set up specifically for them and are referred to as evacuees rather than refugees. "We want the world to know how bad Japan's refugee recognition system is," said Keiko Tanaka, head of Osaka-based refugee assistance group Rafiq, noting the group would hold a press conference on Sunday when the G7 summit wraps up. Private charity Nippon Foundation gave her 1 million yen ($7,400)- an annual grant it extends exclusively to Ukrainian evacuees. Advocates are guardedly hopeful the Ukrainian presence could change Japan's overall refugee policy, but Temple University Japan's political science professor James Brown thought it unlikely.
April 6 (Reuters) - U.S. dividend funds have faced steep outflows this year after strong inflows last year as investors rush to safer money market funds and bank deposits, providing high returns without much risk. According to Refinitiv data, U.S. dividend funds witnessed an outflow of $5.6 billion in the first quarter of this year, the first in 10 quarters. On the other hand, U.S. money market funds secured a massive $391.5 billion inflow in the first quarter, the biggest in three years. "As long as the stability and income generated from money market funds remain attractive relative to stocks, the outflows may continue this year." However, some analysts said dividend funds are still the safer option as they invest in companies with solid balance sheets and healthy cash flows which are likely to be more resilient during an economic slowdown.
Bank of Japan makes surprise policy tweak
  + stars: | 2022-12-20 | by ( ) www.reuters.com   time to read: +8 min
ATUSHI TAKEDA, CHIEF ECONOMIST, ITOCHU ECONOMIC RESEARCH, TOKYO:"Today's move reflects the BOJ's determination not to alter its yield cure control policy. CAROL KONG, CURRENCY STRATEGIST, COMMONWEALTH BANK OF AUSTRALIA, SYDNEY:"I think the move was certainly unexpected, to say the least. MOH SIONG SIM, CURRENCY STRATEGIST, BANK OF SINGAPORE:"They've widened the band, and I guess that came earlier than expected. CHRISTOPHER WONG, CURRENCY STRATEGIST, OCBC, SINGAPORE:"The timing of the policy tweak is a surprise, though we have been expecting the move to come in 2Q 2023. "The tweak may seem modest but is significant for a central bank that has held dovish for a long time.
Bank of Japan reviews yield-curve control policy
  + stars: | 2022-12-20 | by ( ) www.reuters.com   time to read: +4 min
Dec 20 (Reuters) - The Bank of Japan has slightly loosened the shackles on its 10-year yield target and said it will review its yield-curve control policy, surprising financial markets and sending the yen sharply higher. However, it is only a first step and yield-curve control (YCC) remains in place, as does negative rate strategy. CAROL KONG, CURRENCY STRATEGIST, COMMONWEALTH BANK OF AUSTRALIA, SYDNEY:"I think the move was certainly unexpected, to say the least. MOH SIONG SIM, CURRENCY STRATEGIST, BANK OF SINGAPORE:"They've widened the band, and I guess that came earlier than expected. CHRISTOPHER WONG, CURRENCY STRATEGIST, OCBC, SINGAPORE:"The timing of the policy tweak is a surprise, though we have been expecting the move to come in 2Q 2023.
TOKYO, Dec 19 (Reuters) - The Bank of Japan (BOJ) could unwind its ultra-loose monetary policy between March and October next year, according to almost half the economists in a Reuters poll on Monday, much sooner than predicted in previous projections. Of 26 economists polled, 11 expect the central bank will unwind its ultra-loose policy between March and October, the Dec. 8-15 poll found. Half, or 13, said the BOJ wouldn't scale back until 2024 or later and two still expect the next move to be more easing of policy. The most common means tipped by analysts for the BOJ to unwind stimulus would be a tweak to its forward guidance, according to 15 respondents. DEFENCE WITHOUT DEBTAsked about how Japan's defence budget spending increase would ideally be funded, nine of 20 economists chose tax hikes.
Investors revive wagers on Bank of Japan policy change
  + stars: | 2022-12-08 | by ( Junko Fujita | ) www.reuters.com   time to read: +4 min
TOKYO, Dec 8 (Reuters) - Global investors are short-selling Japanese bonds and driving its other market yields higher, reviving bets that the Bank of Japan will need to tweak its ultra-easy monetary policy sooner rather than later. BOJ Governor Haruhiko Kuroda has repeatedly stressed the need to persist with the bank's unique yield-curve-control policy, which makes Japan an outlier among major central banks aggressively tightening policy to combat inflation. Japan swaps vs yieldsKuroda has said policy will not change until the recent cost-push inflation is accompanied by higher growth in wages. "The central bank may tweak its YCC before March. There should be an event weight it doesn’t have at the moment," says Malcolm, while making clear UBS does not expect any policy change for at least another year.
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