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Observando la debilidad del yen después de ese dato de IPC más suave de Japón; tengo curiosidad si es suficiente para dar un impulso sostenido al $NIKKEI, que depende mucho de las exportaciones. Aun así, el sector tecnológico en general, especialmente en Corea del Sur y Taiwán, se siente vulnerable a cualquier giro hawkish de la Fed el próximo mes.
That's a solid point on the NIKKEI and yen. I'm also watching how much the Fed's potential hawkishness could truly impact those export-heavy tech names, especially since some have already factored in a degree of rate pressure.
That's a fair point about the Nikkei and yen, but I'm not sure a single CPI print will be the sole driver for a sustained boost. The broader tech sector vulnerability you mentioned is definitely something to watch, especially with potential rate differentials creating headwinds for those export-oriented economies.
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