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-- 119.160 [Morning news] The probability of a 0.5% interest rate cut has risen to 67%, and a 0.75% rate cut is also possible? Apple-Arm is falling, while Intel is rising.
![[Morning news] The probability of a 0.5% interest rate cut has risen to 67%, and a 0.75% rate cut is also possible? Apple-Arm is falling, while Intel is rising....](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240917/1726528497471-72cdb2e841.png/big?area=105&is_public=true)
Good morning to all Moomoo users!![]()
Here are the key points of this morning's report.![]()
● [Tokyo stock market forecast range] ¥6,400,000-¥6,800,000 (closing price on the 13th: ¥6,581,076.76)
● The probability of a 0.5% rate cut has increased to 67%, with some calling for a 0.75% cut.
The dollar-yen temporarily reached the 139 yen range, with a 32% probability of additional rate hikes by the Bank of Japan within this year.
● Oracle continues its 5-day rise, with several target stock price upgrades after the earnings announcement.
● Intel CEO announces new measures to cut costs and strengthen the semiconductor division.
● Apple falls, with concerns over iPhone 16 pre-order sales.
● ARM drops 6%, with expectations already factored in.
●ADR Japanese Stock Ranking ~ High and low vary.
- Moomoo news Julie
● The probability of a 0.5% rate cut has increased to 67%, with some calling for a 0.75% cut.
The dollar-yen temporarily reached the 139 yen range, with a 32% probability of additional rate hikes by the Bank of Japan within this year.
● Oracle continues its 5-day rise, with several target stock price upgrades after the earnings announcement.
● Intel CEO announces new measures to cut costs and strengthen the semiconductor division.
● Apple falls, with concerns over iPhone 16 pre-order sales.
● ARM drops 6%, with expectations already factored in.
●ADR Japanese Stock Ranking ~ High and low vary.
- Moomoo news Julie
Market Overview
![[Morning news] The probability of a 0.5% interest rate cut has risen to 67%, and a 0.75% rate cut is also possible? Apple-Arm is falling, while Intel is rising....](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240917/1726525594958-d562451194.png/big?area=105&is_public=true)
●Ahead of the FOMC on September 17-18, major stock indices have remained relatively unchanged. Among the various sectors, semiconductor stocks have seen a decline. Although there is no specific news, the probability of a 0.5% interest rate cut is increasing, but there is also a sense of uncertainty, causing tech stocks to be avoided.
●In the Tokyo stock market on the 17th, despite conflicting views on market strength, it is expected that the Nikkei average stock price will move with a weak bias in the early 0.03 million6000 yen range.
●In the Tokyo stock market on the 17th, despite conflicting views on market strength, it is expected that the Nikkei average stock price will move with a weak bias in the early 0.03 million6000 yen range.
Top News
The probability of a 0.5% interest rate cut has risen to 67%, and there are even calls for a 0.75% cut.
The probability of a 0.5% rate cut being implemented at the FOMC from September 17th to 18th has again risen to 67%. The probability of a 0.25% rate cut has decreased to 33%. There are voices calling for it to be 0.75%.
The probability of a 0.5% interest rate cut has risen to 67%, and there are even calls for a 0.75% cut.
The probability of a 0.5% rate cut being implemented at the FOMC from September 17th to 18th has again risen to 67%. The probability of a 0.25% rate cut has decreased to 33%. There are voices calling for it to be 0.75%.
The USD/JPY temporarily reached the 139 yen level, with the probability of the BOJ's additional rate hike by the end of the year at 32%.
Amidst the increasing 0.5% rate cut probability in the US, the USD/JPY temporarily reached the 139 yen level.
The BOJ will make a policy decision on September 20th. After the rate hike in July, some BOJ officials suggested an additional rate hike. The futures market has only priced in a 32% probability of an additional BOJ rate hike within the year. However, if an additional rate hike is suggested at this meeting, the yen is expected to strengthen.
Amidst the increasing 0.5% rate cut probability in the US, the USD/JPY temporarily reached the 139 yen level.
The BOJ will make a policy decision on September 20th. After the rate hike in July, some BOJ officials suggested an additional rate hike. The futures market has only priced in a 32% probability of an additional BOJ rate hike within the year. However, if an additional rate hike is suggested at this meeting, the yen is expected to strengthen.
Oracle Corp rose for the 5th consecutive day after the earnings report, prompting multiple target price upgrades.
$Oracle (ORCL.US)$ Reed's Inc rose by 5.1% on the 16th and continued to rise for 5 days. It was well received with buy recommendations and target price upgrades by analysts.
Related article:Oracle Corp, reaching an all-time high with AI! The contract balance is at a record high, and there is a new partnership with Amazon!
$Oracle (ORCL.US)$ Reed's Inc rose by 5.1% on the 16th and continued to rise for 5 days. It was well received with buy recommendations and target price upgrades by analysts.
Related article:Oracle Corp, reaching an all-time high with AI! The contract balance is at a record high, and there is a new partnership with Amazon!
Intel CEO announces new measures for cost reduction and strengthening of the semiconductor division.
The US semiconductor giant $Intel (INTC.US)$ announced a series of measures on the 16th to overcome the largest crisis in its history. It was revealed that they will further separate the semiconductor manufacturing division and the product design division, with each becoming an independent subsidiary under Intel. They also announced that they have signed contracts worth tens of billions of dollars with the cloud computing division of $Amazon (AMZN.US)$ and the semiconductor manufacturing division.
The US semiconductor giant $Intel (INTC.US)$ announced a series of measures on the 16th to overcome the largest crisis in its history. It was revealed that they will further separate the semiconductor manufacturing division and the product design division, with each becoming an independent subsidiary under Intel. They also announced that they have signed contracts worth tens of billions of dollars with the cloud computing division of $Amazon (AMZN.US)$ and the semiconductor manufacturing division.
Apple falls, even iPhone 16 pre-order sales are disappointing.
● $Apple (AAPL.US)$ fell 2.8% on the 16th. Regarding iPhone 16, prominent analyst Tomincy Kuo pointed out that demand for the Pro series is lower than expected based on analysis of pre-order sales during the first weekend. It is estimated that the number of pre-order sales is approximately 37 million units, a decrease of about 12.7% compared to the first weekend sales of the 15 series last year.
● $Apple (AAPL.US)$ fell 2.8% on the 16th. Regarding iPhone 16, prominent analyst Tomincy Kuo pointed out that demand for the Pro series is lower than expected based on analysis of pre-order sales during the first weekend. It is estimated that the number of pre-order sales is approximately 37 million units, a decrease of about 12.7% compared to the first weekend sales of the 15 series last year.
Arm fell 6%, "expectations have been priced in"
Arm fell 6.1%. Analysts point out that while Arm is a "powerful AI investment", high expectations have already been factored into the stock price, leading to profit-taking selling. Arm's stock soared last week due to the expectation of its adoption in the new A18 chip for the iPhone 16.
Arm fell 6.1%. Analysts point out that while Arm is a "powerful AI investment", high expectations have already been factored into the stock price, leading to profit-taking selling. Arm's stock soared last week due to the expectation of its adoption in the new A18 chip for the iPhone 16.
![[Morning news] The probability of a 0.5% interest rate cut has risen to 67%, and a 0.75% rate cut is also possible? Apple-Arm is falling, while Intel is rising....](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240917/1726528079116-0c41235f96.png/big?area=105&is_public=true)
Foreign exchange
Major market events
![[Morning news] The probability of a 0.5% interest rate cut has risen to 67%, and a 0.75% rate cut is also possible? Apple-Arm is falling, while Intel is rising....](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240917/1726528202225-0d376b4658.png/big?area=105&is_public=true)
Source: Dow Jones, MINKABU, Bloomberg, Wealth Advisor, Fisco
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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Trump 2.0 Era: How will global markets evolve?
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Nuhyohoi : In the end, interest rate cut was 0.25% and disappointing sales → I wonder if there will be a rebound next week with a 100-day line touch
Looks like it's going to be horizontal by current standards until the presidential election