Japan Jibun Bank / Markit preliminary PMIs for March: Manufacturing 52.0 (prior 51.4)

Japan's draft economic blueprint targets real growth above 1% and nominal growth above 3%, with $2.29 trillion in investment through 2040, while urging the BOJ to keep policy aligned with the government's growth drive.

China's commerce ministry added 20 Japanese entities to its dual-use export control list, including the National Institute for Defense Studies and units of Mitsubishi, Komatsu and Fujitsu, citing Japan's remilitarisation and nuclear ambitions.

Sovereign funds ($29T) shift to energy, eyeing dollar risks. Returns may rise, but currency volatility is a concern.

Nvidia's portfolio shines with high ROE stocks, signaling strong balance sheets and potential for growth.

AI code generation booms, cutting human review. Valuations soar, but complexity is the new bottleneck.

Preview - Goldman Sachs on June nonfarm payrolls at 130k, flagging a 40k World Cup distortion, a 10k government drag, and a persistent downward revision bias in state education hiring.

Retirees face surprise Medicare premium hikes (IRMAA) 2 yrs post-house sale. Income surge triggers costs.