United States ADP Employment Change above expectations (40K) in March: Actual (62K)

Apr 1, 2026

Equities: AI-driven support with regional tilts – HSBC

HSBC’s global CIO team keeps an Overweight six‑month view on global equities, supported by AI‑related opportunities and resilient earnings. They favour the United States, Japan and Asia ex‑Japan, while staying Underweight Europe ex‑UK and Neutral on Emerging Markets overall.

BoJ: Rate hike prospects supported by solid sentiment – ING

ING economist Min Joo Kang notes that Japanese business sentiment remains relatively firm, with the Tankan Survey and Manufacturing PMI both in expansionary territory.