Bank of Japan meeting starts with the Nikkei average rising by 330 yen, pay attention to when negative interest rates are lifted

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Bank of Japan Meeting Highlights: Negative Interest Rate Cancellation Period, Outlook Report and Governor's Conference
At the monetary policy meeting where the Bank of Japan will announce the results on the 23rd, as negative interest rate cancellation observations for the first half of the year spread to the market, the focus will be on whether new economy/price forecasts and the heightened accuracy of achieving the 2% price target or the timing of normalization are suggested from Governor Ueda Kazuo's press conference.

The yen remains flat against the dollar in the first half of the 148 yen range, and the mood is holding back due to the Bank of Japan meeting
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 22nd was 1 dollar = the first half of the 148 yen range, and it has remained flat since the evening of the 19th. The depreciation of the yen progressed temporarily to the level since November last year, but long-term interest rates in the United States and a pause in the rise in the dollar supported the yen.

Mizuho FG - continuous growth system failure, normalization improvement order “lifted” for the first time in 3 years = Nikkei
$Mizuho Financial Group (8411.JP)$Continued growth. The electronic edition of the Nihon Keizai Shimbun reported at 5:00 on the 22nd that business improvement orders to the company, which caused a total of 8 system failures, were effectively lifted from 2021/2/9.

Tokyo Electron - Buying Sentiment: The SOX Index rose by over 4%, hit an all-time high, and bought semiconductor stocks
$Tokyo Electron (8035.JP)$It's a buying trend. The rise in the Philadelphia Semiconductor Stock Index (SOX Index) is viewed as material. The US market on the 19th was supported by a rise in stocks announcing financial results and a decline in US 10-year bond yields, and all 3 major indices rose.

Sumitomo Corporation makes profit by selling carbon dioxide capture emission rights from the atmosphere
$Sumitomo (8053.JP)$Start a business to recover carbon dioxide (CO2) in the atmosphere, etc. We aim to recover 2 million tons or more per year by investing in Norwegian companies that handle CO2 recovery, etc. Carbon credits (emission rights) obtained there will be sold from 2025. Achieving virtually zero CO2 emissions is difficult for households and businesses by simply reducing CO2 emissions.

ー MooMoo News Evelyn
Distribution source: Bloomberg, Nihon Keizai Shimbun, Traders Web