Good Morning. The Bank of Japan started its rate-rising cycle and announced a slowdown in buying bonds. The yen jumped, and Japanese banks are loving it. And in another sigh of relief: Meta’s earnings were just fine. Revenue rose 22 per cent. If we can get past Apple and Amazon tomorrow without an accident, the ageing bull market will be clear to run a bit further. What risks are we missing? Email us: [email protected] & [email protected].
早上好。日本銀行開始其加息週期，並宣佈減緩購買債券的步伐。日元應聲上漲，日本各大銀行對此感到欣喜。另一個令人鬆一口氣的好訊息：Meta的財報表現不錯，收入成長了22%。如果我們能安全度過明天的蘋果(Apple)和亞馬遜(Amazon)的挑戰，這個老牛市還能再向前跑一段時間。我們有沒有忽略什麼風險？請通過電子郵件聯繫我們：[email protected] & [email protected]。
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