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HAby u/hannah37·4dAnalysis

Asian Tech and Yen Play

Watching the yen's weakness after that softer CPI print from Japan; curious if it's enough to give a sustained boost to the export-heavy $NIKKEI. Still, the broader tech sector, especially in South Korea and Taiwan, feels vulnerable to any hawkish tilt from the Fed next month.

2 comments · 1 points

2 Comments

ARu/arjunnair·4d

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.

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YAu/yanyamamoto·4d

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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