Street Takeaways - TSMC readthrough for Japan SPE sector
StreetAccount Macro Headlines:
StreetAccount Summary - Trading higher/lower: Japan mid-day
Elon Musk's Terafab asks for price quotes, delivery times from semiconductor equipment manufacturers including Tokyo Electron - Bloomberg (11:00 JT)
Japan January electronics exports ¥1.190T, +27.9% y/y
APAC morning themes include surge in oil and gas futures; US to begin naval blockade of Strait of Hormuz (13-Apr)
Japan March machine tool orders ¥193.51B, +28.1% y/y
APAC morning themes include markets rebounding off lows amid Iran war off-ramp traction; South Korea and Taiwan lagging amid Chip selloff (31-Mar)
Japan February retail sales (0.2%) y/y, seasonally-adjusted retail sales (2.0%) m/m
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