naomi fink from nikko asset management. markets were hoping it would rebound injuly and we did not get that and that is a source of disappointment but that said, it doesn't confirm fears of an imminent recession, does look like a slow down. i think the stock market particularly as gone ahead and a bullish scenario. the fed set to cut interest rates next week, any surprises you are expecting there? we are looking at 25 basis point cuts and also looking at the inflation which we have shown signals of and it is possible that we might have some surprises. what would a cut mean for countries like japan? it would confirm anticipation of stock markets that the fed will offer much—needed stimulus as the economy is softening. on the whole, that is good news and i'm not sure if it's going to give stock markets that much more momentum than they have gotten already and i think it's looking at the forward trajectory and what stock markets need is a fine balance between that stimulus and an economy that doesn't look too soft and continue

for more on all of this, let's speak to naomi fink from nikko asset management.action to the latest us jobs data? there hoping it would rebound injuly— there hoping it would rebound injuly and we did not get that and that— injuly and we did not get that and that is a source of disappointment and that said, through— disappointment and that said, through fears of an imminent recession, does look like a slow— recession, does look like a slow down. i think the stock market_ slow down. i think the stock market particularly as gone ahead — market particularly as gone ahead and in bullish scenarios in the — ahead and in bullish scenarios in the collection. and ahead and in bullish scenarios in the collection.— in the collection. and to cut interest rates _ in the collection. and to cut interest rates next - in the collection. and to cut interest rates next week, . in the collection. and to cut i interest rates next week, any surprises you are expecting there? ~ ., ., there? we are looking at 25 cuts and — there? we are looking at 25 cuts and also _ there? we are looking

naomi fink from nikko asset management.

for more on all of this, let's speak to naomi fink from nikko asset management. it would rebound injuly and we did not get that and that— injuly and we did not get that and that is a source of disappointment and that said, through—