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But we saved everything 🙂.
The yen is showing signs of weakness, dropping back toward new lows despite a decline in US interest rates. Bob Elliott notes that the anticipated aggressive tightening, hoped for by Western investors, seems unlikely to materialize in the near future.
The market’s ambivalence toward Japanese monetary policy recalls Bob Elliott’s broader examination of shifting investment climates. His recent analysis of OpenAI's financial challenges, detailing the company's substantial losses despite robust $4.3 billion revenue in 1H25, underscores the persistent uncertainties facing global markets. Likewise, Elliott's observations on Amazon's capex and the resulting concerns over poor ROI highlight how capital allocation decisions remain pivotal in navigating today’s complex economic environment.