【Morning Report】The world's most important election, on tenterhooks for the outcome. Exchange rates see dollar selling at around 151 yen to the dollar, while Bitcoin is rising.

On the 5th, the US stock market rebounded. Expectations of clarity due to the presidential election passage led to buying, resulting in an increase after the opening. The unexpected improvement in the October ISM non-manufacturing index strengthened buying expectations for a soft landing, pushing the market higher. The market remained in the high range throughout the day before closing. In terms of sectors, the rise of automobiles, auto parts, semiconductors, and manufacturing equipment was noticeable. Artificial intelligence (AI) software companies $Palantir (PLTR.US)$Soared 23.5%. The announcement of earnings exceeding market expectations and the upward revision of performance outlook served as buying incentives. In the S&P 500 sector index, consumer goods led the gains, followed by capital goods. On the other hand, the trade deficit widened in September. The non-manufacturing business conditions index for October rose. The Federal Reserve Board (FRB) is expected to continue cutting interest rates at this week's meeting.
On the 6th in the Tokyo stock market, nervous trading is expected for the Nikkei Stock Average.

Top News
The start of voting for the world's most important election.
How is the situation?
Betting sites in the United States show a high probability of Mr. Trump winning, with unusual options activity as well.
On the prediction market site 'Polymarket' in the USA, there is a growing number of investors betting large sums on the victory of former president Donald Trump, the Republican candidate for the presidential election. As of 3:30 PM Eastern Time on the 5th, Trump's chances of winning were at 61% on Polymarket. In another US-based betting site called 'Kalshi,' Trump's victory odds are higher than Harris'. However, Trump doesn't hold as significant a lead on Polymarket.
Early voting for the US presidential election has surpassed 83 million votes.
In the USA as of the morning of the 5th, the early voting for the presidential election, combining mail-in and in-person votes, has surpassed 83 million votes. This was revealed by data from the University of Florida Election Institute. According to this data, more than 20 states have reported party affiliations. Among the early voters, 38% are Democrats, 36% are Republicans, and 26% are independents or supporters of minor parties. The votes in the seven battleground states (Arizona, Georgia, Michigan, Nevada, North Carolina, Pennsylvania, Wisconsin) have surpassed 18.4 million.

How is the market behaving?
Amid the anticipation of the US presidential election results, there is a stronger selling pressure on the dollar, causing USD/JPY to fall to the mid-151 yen level.
In the NY foreign exchange market, selling pressure on the dollar has increased, leading to USD/JPY dropping to the mid-151 yen level. There were moments when it even dropped to around 151.35 yen. The market is focusing on the vote counting of the US presidential election today, intensifying the atmosphere of awaiting the results from the previous day.
Bitcoin surpasses $0.07 million again on US election day, approaching an all-time high.
In the afternoon trading on the 5th in the US, the Bitcoin price index calculated by CoinDesk has risen by about 3% compared to the previous day to $0.0700086. Last week, after approaching an all-time high, it fell back and was traded below $0.07 million.
Trump media stocks fluctuate on US presidential election day.
In the US stock market on the 5th, shares of Donald Trump's social media startup company, $Trump Media & Technology (DJT.US)$(TMTG) closed 1.2% lower than the previous day. It rose by over 18% during the day but plummeted to 8% lower after 2:30 pm Eastern Time. It then returned to a slight positive, but could not sustain it. In the subsequent after-hours trading, it is trading about 2% lower than the regular trading closing price.

Some confusion in voting.
In the battleground state of Pennsylvania, Cambria County extends voting deadline due to equipment malfunction.
A judge in Cambria County, Pennsylvania in the US Northeast, extended the county's voting deadline by 2 hours on the 5th morning due to a scanner failure to read the ballot papers. They were unable to read the filled-out ballot papers due to a software malfunction, which led to long queues at the polling stations, prompting the deadline extension.
Bomb threat at polling place in Georgia, possibly linked to Russia.
Brad Raffensperger, Secretary of State in southern Georgia, revealed on the 5th that there were bomb threats at several polling places in the state, causing delays in voting. He pointed out that Russia may be behind the bomb threats.

Apple faces the first fine based on the EU Digital Markets Act = report.
rice $Apple (AAPL.US)$It is expected to be fined by the European Commission, the competition policy authority of the European Union. This will be the first time the company has faced fines based on the EU's new Digital Markets Act (DMA) targeting large IT companies. Bloomberg reported this based on information from sources familiar with the matter.

Super Micro plunges 12% after hours, releases interim results with no evidence of wrongdoing. Super Micro experiences significant after-hours drop. The company announced interim results for the July-September quarter (Q1), indicating lower than expected revenue forecast. It also provided forecasts for the second quarter, showing revenue expectations below estimates.
ストレージシステムの $Super Micro Computer (SMCI.US)$Plunges significantly after hours. Following the close, the company released interim financial results for the July-September quarter (Q1), revealing a sales outlook below expectations. It also disclosed its outlook for the second quarter, showing a sales forecast below expectations.