The broad-based synchronized growth story continued to soften through March, as consumers pared back purchases in the face of rising prices.
As much as we would prefer to discuss market fundamentals over the trials and tribulations of the current US Administration, it has been largely unavoidable in this first quarter of 2018.
Volatility across global markets has picked up in recent months following an abnormally long period of stability and strong returns across asset classes.
In the near-term, we foresee US Treasury moves influencing the direction of regional bonds.
The Japanese equity market fell in March, with both the TOPIX (w/dividends) and the Nikkei 225 (w/dividends) dropping 2.04% on-month.