[Morning Report] Trump 2.0 Treasury Secretary Will Be Pushed Back by Former Soros Fund Executives Surge in Bitcoin and Around 0.1 Million Dollars

◇The US stock exchange rate continued to rise on the 22nd. The Dow Jones Industrial Average hit a new high at the closing price. The S&P 500 Index continued to grow for 5 business days.
Due to improvements in manufacturing and service industry PMI, it was bought in anticipation of a soft landing, and then rose after being close to it. A decline in long-term interest rates $Gap Inc (GAP.US)$, $Ross Stores (ROST.US)$In response to good financial results from retail companies such as (ROSS), the Dow continued to grow and hit a record high. Nasdaq is leading the artificial intelligence (AI) semiconductor market $NVIDIA (NVDA.US)$The decline became heavy, and growth was sluggish, but the positive zone was maintained, and it ended. By sector, while automobiles and auto parts rose, semiconductors and manufacturing equipment declined.
◇In the Tokyo stock market on the 25th, buying prevailed over a wide area, starting with major stocks, and there is a high possibility that the Nikkei Stock Average will continue to grow. It seems that the emphasis will be maintained from the middle to the second half of the 0.03 million8000 yen range.

Top news
US monetary policy strategy review to begin in January next year = Fed
The US Federal Reserve (Fed) announced on the 22nd that it will begin reviewing the monetary policy strategy to be implemented every 5 years in January next year. The Federal Reserve said in a statement that long-term targets and approaches to monetary policy will be subject to review, and that the 2% inflation target is not included in the agenda. Discussions on the review will begin at the Federal Open Market Committee (FOMC) in late January, which will be the first in 2025. A research meeting is also scheduled to be held in mid-May.

Trump appoints Scott Bessent as Secretary of Treasury
President-elect Donald Trump of the United States has appointed hedge fund manager Scott Bessent (62) as Secretary of the Treasury. One of the people who has supported the next president most loudly in the financial industry will be appointed to an important post overseeing the economic policy of the next administration.
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Amazon AWS establishes quantum computing program
rice $Amazon (AMZN.US)$The cloud computing division Amazon Web Services (AWS) announced on the 22nd that it will launch an advisory program “Quantum Embark (Quantum Embark)”. We provide support so that customers can prepare for a shift in society toward the introduction of quantum computers.

Amazon invests an additional 4 billion dollars in generative AI anthopic
rice $Amazon (AMZN.US)$will additionally invest 4 billion dollars (about 620 billion yen) in the generative artificial intelligence (AI) startup company Anthropic. The investment amount will be doubled with the aim of strengthening competitiveness in the AI field. Including this additional investment, the total amount of investment since last year has risen to 8 billion dollars. In addition to working on the development of machine learning hardware, Anthropic stated that it plans to further advance the development of the AI assistant “Claude.”

British authorities recommend Apple and Google's investigation to control the mobile ecosystem
The Competition and Markets Authority (CMA) of the British Antimonopoly Authority will be held on the 22nd in the US $Apple (AAPL.US)$with $Alphabet-C (GOOG.US)$It was clarified that experts recommended an investigation based on the UK's new digital competition rules regarding the dominant position in the market such as basic software (OS) for smartphones by Google, which is under the umbrella of Google. There is a suspicion that both companies are guiding users to select their own apps and services rather than competitors.
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US Super Microcomputer - Rapid Growth Continues to Be Loved by the Appointment of a New Auditor
US to handle servers equipped with NVIDIA GPUs in the 11/22 deal $Super Micro Computer (SMCI.US)$has grown rapidly. The announcement that the audit firm BDO was newly appointed as an auditor in place of Ernst & Young, who resigned, and that plans such as compliance with the law were submitted to the NASDAQ Exchange continued to be well received. The stock price temporarily rose to 34.36 dollars, 4.66 dollars higher (+15.69%) than the previous day, and ended at 33.15 dollars, which was 3.45 dollars higher (+11.62%).

Unilever confirms spin-off plans for ice cream business
Major British food and daily necessities company $Unilever (UL.US)$On the 22nd, they confirmed plans to spin off (separate/become independent) the ice cream business by the end of 2025, and stated that a reconstruction plan worth 0.8 billion euros (about 130 billion yen) is progressing smoothly. Due to the separation of the ice cream business, Unilever will be structured into 4 divisions and will develop business in 24 major markets, centering on 30 main brands. These markets account for nearly 86% of total sales.

TikTok parent company CEO asks Mr. Musk for advice on the next US administration
China's ByteDance (ByteDance), which operates the popular video posting application “TikTok (TikTok),” is seeking insight on the United States from Elon Musk, who is the owner of competing SNS platforms and is also one of the closest aides of President-elect Donald Trump. According to multiple stakeholders familiar with the situation, Byte Dance's Chief Executive Officer Zhou Shuji (CEO) sent a message to Mr. Musk in the past few weeks.

Coindesk's Bitcoin price index rose 0.97% to 0.09 million9290.67, the highest price update
The Bitcoin price index calculated by CoinDesk for transactions on the 22nd US time is $0.09 million9290.67, which is 956.72 dollars (0.97%) higher. Update the highest value (based on available data).