The World is Set for a Strong Economic Recovery
#economic #recovery #VirusCasedemic #Japan #machine #tools
Japan’s exports accelerated in January, led by a rise in Chinese demand, and manufacturers’ sentiment turned positive for the 1st time since Y 2019 signaling a recovery from last year’s VirusCasedemic deep dive.
Core machinery orders, a Key leading indicator of capital spending, rose in December, an encouraging sign for a private sector-led recovery, even as renewed curbs to contain the virus weighed on business activity.
The Key indicators followed Q-4 GDP data Monday that showed Japan’s economy grew more than expected
Japanese stocks rose to a 30-year high Tuesday as progress in the distribution of virus vaccines boosted expectations that the global economy is set for a strong recovery.
The Nikkei 225 Index ended up 1.28% at 30,467.75, closing at its highest since August 1990.
The broader TOPIX rose 0.57% to 1,965.08 and marked its highest since June 1991.
Tuesday, the benchmark US stock market indexes finished at: DJIA +64.35 at 31522.75, NAS Comp -47.97 at 14047.52, S&P 500 -2.24 at 3932.59
Volume: Trade on the NYSE came in at 1.0-B/shares exchanged
HeffX-LTN's overall technical outlook of the US major stock market indexes is Bullish with a Very Bullish bias in here.
Russell 2000 +15.1% YTD
NAS Comp +9.0% YTD
S&P 500 +4.7% YTD
DJIA +3.0% YTD
Looking Ahead: Wednesday investors will receive Retail Sales for January, the Producer Price Index for January, Industrial Production and Capacity Utilization for January, the FOMC Minutes, the NAHB Housing Index for February, Business Inventories for December, and the wkly MBA Mortgage Applications Index.
Have a healthy day, Keep the Faith!
Earnings, the Economic Calendar and Trading Strategies: September 8 to 12, 2026
A four-session week decides more than a print. Oracle reports after the close on Thursday 10 September, PPI lands that morning and CPI on Friday, with the ECB in between and the FOMC eight days out. Oracle is the last hyperscaler of the cycle and the widest value gap on the KXCO Ontology Live Analyst Outlook layer: a $457bn market value under a $638bn contracted backlog. Here is the calendar, the graph behind it, the levels and the book.
Economic Calendar and Trading Strategy This Week
The S&P 500 closed at a record on Friday and the tape is bullish, so the job this week is choosing, not chasing. Palantir is up 28.6 per cent from the KXCO ontology's recorded 15 July snapshot and SpaceX is up 15.6 per cent since we published on 22 July. Here is the full economic calendar for 10 to 14 August, what each print means for positioning, and the fourteen value gaps the ontology's Analyst Outlook layer is pointing at, from Oracle at 70 per cent down to Arm at 2 per cent.
Understanding the US China AI and Quantum Landscape
AI and quantum are usually reported as a US–China race. The more useful story is two different systems — frontier capital versus open-source scale — entangled through shared chokepoints. Shayne Heffernan maps the landscape with the KXCO AI Sector Ontology, with comparison graphics and the investable names.
USA vs China: The AI and Quantum Scorecard
The US still leads AI models and chips by a whisker; China leads power and open-weight models outright. Shayne Heffernan scores the four races that will decide the decade.
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