Nikkei Crash M7 Weak $AMZN Dividend Begins
Russell 2000:1.54% increase, sector rotation expected to continue.
Youtube next week Bank of Japan FOMC ISM JOLTS employment statisticshttps://YouTube.com Live/tmmth39qgIo...
Market trends: S&P 500 is 0.51%, Dow is 0.2%, Russell is positive. In particular, Russell, whose ratio of tech companies is low, is attracting attention. ~~~~~~~~
Market misunderstanding: The misconception that there is a large amount of investment cash in the market. Cash holdings by retail investors and investment funds are at record low levels.
Institutional investor sales: A rule where institutional investors sell stocks when VIX rises.
AI and trading: CTA buying and selling impacts the market.
GDP: 2.8, a strong figure. If today's PCE/CPI inflation falls, there will be little impact of interest rate cuts.
Consumption trends: Food costs and car purchases were affected, and revenge trips also declined.
USD/JPY: Possibility of a slight rebound after a fall. Treasury Secretary's comments on Trump's criticism of the appreciation of the dollar.
Mexican peso: recovery after decline, possible formation of a double bottom.
Bitcoin: down 1%. It is rising strongly.
Oil: slightly elevated.
Megatech: Google, Microsoft, NVIDIA, AMD, and Qualcomm are negative.
Sector rotation: Industry, energy, and basic materials rise, utilities and communication services fall.
Presidential election: Trump has the upper hand, but Vice President Harris's popularity is also rising.
Personal consumption expenditure: An important indicator before the next FOMC, interest rate cuts will become a reality if the numbers have settled down.
Impression: Investing in small-cap stocks is a sign of bubble risk, so be careful. The bearish outlook is that VIX will put downward pressure on the market for the next 100 days
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