[Morning Report] God of Investment Resumes Bankame Stock Sale “What If Tiger” Is Mr. Musk Entering the Cabinet? Is the EV purchase tax deduction abolished

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[Market Voice] Does the Federal Reserve Chairman confirm the forecast of 25 bp consecutive interest rate cuts at Jackson Hole
Regarding the content of the lecture at the Jackson Hole meeting on the 23rd by Chairman Powell of the Federal Reserve, the Goldman Sachs analysts expressed the view that it would “further emphasize downside risks in the labor market” while “expressing that confidence in the inflation outlook has strengthened slightly.” Goldman predicts that interest rates will be cut by 25 basis points each at 3 more meetings by the end of the year, and it is expected that Mr. Powell's lecture will confirm this.
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[Market Voice] Does the Fed Chairman have a dovish attitude in Jackson Hole
Federal Reserve Director Bowman [Key Statements and Economic Indicators]　“Inflation is progressing, but it is still above the 2% target”

There is a possibility that the increase in the number of US employees was much weaker than the announced value, and Goldman Sachs is forecasting a maximum decrease of 1 million people
The US Bureau of Labor Statistics (BLS) announces standard revision values (preliminary figures) (1 year from 23/4 to 24/3) at 23:00 Japan time, but there is a possibility that US employment statistics were much weaker than at the beginning. There are financial institutions that anticipate that the increase in the number of employees in the year up to March this year will be at least 0.6 million people (about 0.05 million people per month) less than the present. As for US Goldman Sachs, the maximum decrease of about 1 million people is expected.
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The unstructured activity of the Philadelphia Federal Reserve in August was the lowest since 2020, and inflation expectations are strong

Berkshire resumes sale of Bankame sells 14 million shares in the past few days = individual US stocks
$Bank of America (BAC.US)$has declined. Led by Mr. Buffett $Berkshire Hathaway-A (BRK.A.US)$has resumed sales of the same bank shares in the past few days, and sold 14 million shares, about 0.5 billion 50 million dollars. The investment ratio in the bank has been reduced to 12%.

EU cuts additional tariffs on Tesla EVs made in China = individual US stocks
The European Union (EU) will reduce additional tariffs imposed on Tesla electric vehicles (EVs) imported from China. The EU has reviewed the sanctions introduced by the Chinese government on the grounds that it is paying unfair subsidies to automobile manufacturers. As a result of verifying the level of subsidies Tesla received from the Chinese government, the European Commission announced that additional tariffs on Tesla cars will be lowered from 20.8% initially indicated to 9%, assuming that they were lower than other companies.

Trump considers abolishing tax credits for EV purchases = individual US stocks
Former President Trump, who is the presidential candidate of the US Republican Party, stated that he intends to consider abolishing the tax credit equivalent to 7500 dollars (about 1.1 million yen) for electric vehicle (EV) purchases currently being implemented when returning to the presidency himself. Also, $Tesla (TSLA.US)$The idea of appointing CEO Musk as a cabinet minister or adviser was also shown.
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If Mr. Kennedy abandons his run, he will also support Mr. Trump = vice presidential candidate

Rice food industry rebels against Mr. Harris's “price hike” ban
The US food industry is rebelling against US Vice President Kamala Harris's assertion that the same industry sells at high prices to consumers. He has indicated that the federal government intends to ban “price increases.” However, corporate executives have argued that in recent years, costs from labor costs to raw material costs have soared, and profit margins must be maintained in order to secure funds to develop new products.
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Mr. Harris supports Mr. Biden's tax increase plan

Eli Lilly's weight loss medicine reduces diabetes risk = clinical trial
A major rice pharmaceutical company $Eli Lilly and Co (LLY.US)$It has been revealed in a new clinical trial (clinical trial) that the obesity treatment drug “Zepbound” significantly reduces the risk of developing type 2 diabetes in people who are overweight and have high blood sugar levels.

Can the competition take advantage of Apple's opening of touch payments
paddy $Apple (AAPL.US)$It is said that part of the technology of the company's payment service “Apple Pay” will be opened to other companies. However, rivals still need to tell consumers why they should choose themselves.
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Apple opens up part of the technology of the payment service “Apple Pay” to other companies

Mitsubishi UFJ Bank sells 24 million shares of US Bancorp shares Limited impact on stock prices = individual US stocks
The Bank of Mitsubishi UFJ will be held on the 20th $U.S. Bancorp (USB.US)$It was announced that 24 million shares of (USB) shares have been sold. It will be less than 1 billion 50 million dollars. It is based on capital efficiency, and it is said that there is no change in the partnership with USB. Mitsubishi UFJ undertook a third-party allotment of shares as a capital increase measure for USB in 2023/8 and sold additional acquisitions.