Sector rotation in equities & did Abenomics succeed?

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Sector rotation in equities & did Abenomics succeed?

By Blu Putnam, Chief Economist & Erik Norland, Senior Economist, CME Group

Sector Rotation in Equities

  • October could be a volatile month for equity markets.
  • September started with aggressive rotation out of tech stocks.
  • Rebalancing tied to reducing risk and booking profits, or tempering losses.
  • Options strategy useful during event risks such as November elections.
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As Abe Steps Down, Did Abenomics Succeed?

  • Pre-Abe Japan weighed down by weak growth, large deficits, and deflation.
  • The “Three Arrows” initiative sought easy monetary and tight fiscal policies.
  • Abenomics turned deflation to positive inflation, boosted jobs market.
  • Sustained growth until 2019 slowed by pandemic, second value-added tax.
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