Morning report: Speculation of rate hike increases in interview with BOJ Governor Ueda, with the dollar at 149 yen and growing Trump influence, warning to BRICS and family in key positions.

On the 29th, the US stock market rebounded. Both the Dow and S&P 500 set record highs in both intraday and closing prices, while the Nasdaq Composite also approached its highest closing level at 0.42% by the end of the day. Despite the shortened trading hours until 1 p.m. due to the day after Thanksgiving, support continued due to expectations for the upcoming Trump administration's policies, expectations of interest rate cuts by the Federal Reserve Board (FRB), and Bloomberg reporting that the Biden administration's planned semiconductor export restrictions to China are not expected to be as strict as initially anticipated. $Lam Research (LRCX.US)$(+3.23%) and (+2.15%) semiconductor stocks rose, pushing up the market. $NVIDIA (NVDA.US)$such as semiconductor stocks rising by (+3.23%) and (+2.15%), also pushed the market higher.
Amid the Trump administration engaging in constructive dialogues with Canadian and Mexican leaders regarding tariff policies, easing concerns, improving investor sentiment, the market was bought after a positive opening bell. Optimistic views that post-Thanksgiving Black Friday sales at retailers could reach record levels, as well as expectations for year-end sales, particularly in the retail sector, also contributed to driving the entire market higher.
On December 2, in the Tokyo stock market with conflicting views on market strength, the Nikkei Stock Average is expected to see a mixed trend similar to the previous trading day.

Top News
BOJ Governor Kuroda: 'Economic data is evolving as expected', increasing the probability of a rate hike in December.
BOJ Governor Kuroda stated last weekend that 'Economic data is evolving as expected.' In an interview dated the 30th, Kuroda mentioned that since economic data is progressing as anticipated, a rate hike is approaching. Regarding wage increases, he stated a wait-and-see approach for next year's spring labor negotiations, expressing concerns about a further weakening of the yen, which may require action. Following Kuroda's interview last weekend, the USD/JPY briefly dropped by nearly 1 yen to the 149.40 yen level.

Trump, the next president, warns that BRICS countries will face 100% tariffs if they proceed with 'dollar abandonment'.
President-elect Trump warned that if BRICS countries proceed with 'dollar abandonment', they will face 100% tariffs. Trump stated that the idea of attempting to move away from the dollar while we stand by is over. He demands not to support other currencies that replace the US dollar, otherwise prepare to face 100% tariffs and say goodbye to sales to the USA.

Mr. Trump nominates family member Boulos as senior advisor for Middle East affairs.
Donald Trump, the next President of the USA, nominated Lebanese-born tycoon Masad Boulos as a senior advisor for Middle East affairs on the 1st. Boulos is the father of Trump's daughter Tiffany and adding more family members to the diplomatic policy team. Trump stated in a post on his social media 'Truth Social' that 'Masad is an excellent lawyer, a highly regarded leader in the business world, and has extensive experience on the international stage.'
Related Articles
Mr. Trump nominates his son-in-law's father, Mr. Kushner, as the ambassador to France.

Mr. Trump nominates Mr. Kash Patel as the FBI Director.
President-elect Donald Trump has nominated Kash Patel (44) as the Director of the Federal Bureau of Investigation (FBI). He pledged to replace the current director, Christopher Wray, before the end of his 10-year term and appoint an ardent supporter to fundamentally change the top institutions of US law enforcement agencies.
Related Articles
Has a 'Strong Promotion Team' for cryptocurrencies emerged? Trump 2.0 Cabinet ministers have a majority support stance. American politics is heading towards the era of 'cryptocurrencies'!

Bitcoin rebounds, aiming for $0.1 million again, with ETF inflows in November reaching a record high
Cryptocurrency Bitcoin (BTC) rebounded and is trading around $0.098 million, making another attempt to reach the milestone of $0.1 million. According to Bloomberg data, the total inflow into Bitcoin ETFs such as BlackRock and Fidelity Investments in November has reached $6.2 billion so far. Surpassing the $6 billion reached after the ETF launch in February, this has pushed the market higher on a record scale.

American Walmart - hitting record highs since listing, positive about strong Black Friday consumer spending
Retail giant American $Walmart (WMT.US)$rose in trading on November 29th. The view that consumer spending on Black Friday started well nationwide provided a tailwind. The stock price continued to rise for 3 business days, ending on an upward trend. It hit a new all-time high for 6 consecutive business days, rising by 76.02% year-to-date. Other consumer-related stocks also rose across the board.

Today's stock news - Daiichi Sankyo to invest 23 billion yen in China to establish pharmaceutical manufacturing facilities
Stocks impacting the market: $Keisei Electric Railway (9009.JP)$、 $Daiichi Sankyo (4568.JP)$、 $Fast Retailing (9983.JP)$、 $Nissan Motor (7201.JP)$、 $Kawasaki Heavy Industries (7012.JP)$etc

Notable stocks with significant movements on the PTS.
Stocks impacting the market: $WealthNavi (7342.JP)$、 $Phil (3267.JP)$、 $Sanken Electric (6707.JP)$etc