Akane Otani

speaker

1,333 appearances 33 recordings 1 series first heard Aug 2017 last heard Mar 2023

Akane Otani’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Stocks Pop on Canada Trade News, Wait on China Talks · 2 Oct 2018 podcast

in the industrial space tend to operate not just in the US but also they might have production facilities in Mexico and Canada it's really important for them to have NAFTA in the clear so we saw stocks like Boeing rallying after the deal was reached

We saw bond yields rising Monday after the U.S.

and Canada reached their deal.

So treasuries were weakening because investors were sort of flocking to riskier assets.

And then we saw the Canadian dollar and the Mexican peso both gain against the dollar, sort of reversing moves that we saw earlier in the year when there was a lot more questions about whether NAFTA would come to fruition.

Yeah, we're talking materials companies, agricultural firms, soybean exporters, automakers, semiconductor firms, like basically anything you can think of.

A lot of those companies do have ties in some ways to China, whether their products are being consumed there or produced there in part.

So investors that we've been speaking to have been saying that China is really sort of the number one risk that they're watching at the moment because there was some sense that the U.S.

would come to an agreement with Canada and Mexico.

But because the negotiations with China have been quite tense and sort of prolonged, I think investors are a little bit more worried about what's to come on that side.

Thanks for having me.

WSJ Your Money Briefing · Markets Rise, But Many Stocks Stuck in Bear Territory · 25 Sep 2018 podcast

That's correct.

For a lot of the stocks that we've seen who are at least 20 percent down from their 52 week highs or in bear market territory, they've cited issues with trade related tensions.

So they're saying that because of the tariffs, they might have to cut back on their profit outlooks for the rest of the year or that.

They might have to scrap some projects that they had previously planned.

And a lot of those stocks happen to fall in the industrial and material sectors, which have been lagging behind the S&P 500 this year.

Yeah, so that's why it's been interesting to watch these stocks continue to languish in bear market territory, even as the broader market has reached new highs recently.

So analysts and investors that we spoke to were saying it really shows that even though the U.S.

economy looks like it's on strong footing and the broader market is setting new highs, that investors are still wary of these risks that individual companies are facing because of the trade fight.

We've seen this evolution in what investors say ranks as the biggest tail risk to the markets throughout the year.

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