Morning report: Goldman Sachs predicts a start of interest rate cuts in the US in the 4th to 6th quarter of next year. SoftBank Group is in talks to acquire shares of Arm Holdings, a UK-based company.
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Key points of this morning's report are as follows:
●【Tokyo Stock Market Forecast Range】0.03 million2200 yen-0.03 million2600 yen
● Goldman Sachs predicts a US rate cut starting in April-June next year
● SoftBank Group reportedly in talks to acquire ARM shares held by Vision Fund
● Record increase in funds flowing into US bonds, strong cash position - BofA
Mark Zuckerberg denies agreement on a Rome Mixed Martial Arts match with mask.
Concerns of urban hollowing out in major cities around the world due to telecommuting leading to decreased office demand.
There is a possibility of increased volatility in the US stock market, with changes in positions of S&P500 single options.
Airline flights connecting the USA and China expected to double by the end of October under a government agreement.
Moomoo news from Citron
●【Tokyo Stock Market Forecast Range】0.03 million2200 yen-0.03 million2600 yen
● Goldman Sachs predicts a US rate cut starting in April-June next year
● SoftBank Group reportedly in talks to acquire ARM shares held by Vision Fund
● Record increase in funds flowing into US bonds, strong cash position - BofA
Mark Zuckerberg denies agreement on a Rome Mixed Martial Arts match with mask.
Concerns of urban hollowing out in major cities around the world due to telecommuting leading to decreased office demand.
There is a possibility of increased volatility in the US stock market, with changes in positions of S&P500 single options.
Airline flights connecting the USA and China expected to double by the end of October under a government agreement.
Moomoo news from Citron
Market Overview
In the US stock market on the 11th, the Dow Jones Industrial Average continued to rise, increasing by $105.25 to $0.0325281. The Nasdaq Composite Index fell by 93.137 points to $0.013644.849. In the Tokyo stock market on the 14th, it is expected that there will be some selling pressure amidst conflicting views of strength and weakness, and the Nikkei Average will likely be in a stalemate in the early to mid-20000 yen range.
In the US stock market on the 11th, the Dow Jones Industrial Average continued to rise, increasing by $105.25 to $0.0325281. The Nasdaq Composite Index fell by 93.137 points to $0.013644.849. In the Tokyo stock market on the 14th, it is expected that there will be some selling pressure amidst conflicting views of strength and weakness, and the Nikkei Average will likely be in a stalemate in the early to mid-20000 yen range.
Top News
Goldman Sachs predicts that the Federal Reserve will begin cutting interest rates in the USA in the April-June quarter next year.
Goldman Sachs Group economists expect that the US financial authorities will begin interest rate cuts by the end of June next year, assuming a gradual pace of 0.25 points reduction per quarter.
Softbank Group is reportedly in discussions regarding the acquisition of UK-based ARM Holdings, which is held by the Vision Fund.
$SoftBank Group (9984.JP)$The Vision Fund 1 (VF1) of Softbank is in discussions to acquire 25% of UK-based semiconductor design giant ARM's stock ahead of its highly anticipated initial public offering (IPO), according to Reuters on the 13th.
Inflow of funds into US Treasury bonds is increasing at a record pace, and cash position is strong, according to Bank of America (BofA).
Funds are flowing into US Treasury bonds at a record pace. Some investors are pouring money into cash and bonds to seek higher yields after months of accumulation, according to strategists at Bank of America (BofA).
Mark Zuckerberg denies reaching an agreement for a wrestling match with Elon Musk.
Elon Musk stated that $Meta Platforms (META.US)$Mark Zuckerberg, CEO, claimed that he is planning to have a 'cage match' in Rome (a combat sport held in a ring surrounded by a metal fence), but Zuckerberg denied the agreement by stating that he is not eagerly awaiting such a match.
Concerns of urban hollowing out: Decreased office demand due to telecommuting
In response to the COVID-19 pandemic, telecommuting has become more widespread around the world. A 'hybrid' way of working, combining going to the office and telecommuting, is also becoming established, leading to a decrease in demand for office and retail spaces in major cities. The impact is particularly noticeable in major cities in the US and Europe, but Tokyo is also affected.
There is a high probability that the volatility of the US stock market will increase due to changes in positions in S&P 500 options.
While the major US stock indexes had one of the smallest weekly fluctuations of the year last week, the intraday movements were different. The volatility of the S&P 500 index was the highest since June and doubled compared to last month.
Air travel between the US and China is expected to double by the end of October under a government agreement, as travel restrictions introduced during the COVID-19 pandemic are eased.
As travel restrictions imposed during the COVID-19 pandemic are eased, air travel between the US and China is expected to double by the end of October compared to the current levels.
Goldman Sachs predicts that the Federal Reserve will begin cutting interest rates in the USA in the April-June quarter next year.
Goldman Sachs Group economists expect that the US financial authorities will begin interest rate cuts by the end of June next year, assuming a gradual pace of 0.25 points reduction per quarter.
Softbank Group is reportedly in discussions regarding the acquisition of UK-based ARM Holdings, which is held by the Vision Fund.
$SoftBank Group (9984.JP)$The Vision Fund 1 (VF1) of Softbank is in discussions to acquire 25% of UK-based semiconductor design giant ARM's stock ahead of its highly anticipated initial public offering (IPO), according to Reuters on the 13th.
Inflow of funds into US Treasury bonds is increasing at a record pace, and cash position is strong, according to Bank of America (BofA).
Funds are flowing into US Treasury bonds at a record pace. Some investors are pouring money into cash and bonds to seek higher yields after months of accumulation, according to strategists at Bank of America (BofA).
Mark Zuckerberg denies reaching an agreement for a wrestling match with Elon Musk.
Elon Musk stated that $Meta Platforms (META.US)$Mark Zuckerberg, CEO, claimed that he is planning to have a 'cage match' in Rome (a combat sport held in a ring surrounded by a metal fence), but Zuckerberg denied the agreement by stating that he is not eagerly awaiting such a match.
Concerns of urban hollowing out: Decreased office demand due to telecommuting
In response to the COVID-19 pandemic, telecommuting has become more widespread around the world. A 'hybrid' way of working, combining going to the office and telecommuting, is also becoming established, leading to a decrease in demand for office and retail spaces in major cities. The impact is particularly noticeable in major cities in the US and Europe, but Tokyo is also affected.
There is a high probability that the volatility of the US stock market will increase due to changes in positions in S&P 500 options.
While the major US stock indexes had one of the smallest weekly fluctuations of the year last week, the intraday movements were different. The volatility of the S&P 500 index was the highest since June and doubled compared to last month.
Air travel between the US and China is expected to double by the end of October under a government agreement, as travel restrictions introduced during the COVID-19 pandemic are eased.
As travel restrictions imposed during the COVID-19 pandemic are eased, air travel between the US and China is expected to double by the end of October compared to the current levels.
Foreign exchange
Source: Dow Jones, MINKABU, Bloomberg, Wealth Adviser, Jiji Press
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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182628805 : Thank you very much
NagiSan : > Goldman Sachs predicts the start of cutting US interest rates in the April-June period next year
If I can endure 2 more times this year...
If they recover from next year as expected, they will finally pay off.