This week's earnings and economic calendar (11/11~11/15) Attention on USA CPI! How long will the 'Trump whirlwind' frenzy in US stocks last?

This weekhighlights
This week, the Tokyo stock market is expected to see a give-and-take movement. After passing through important events such as the US presidential election and the US FOMC, proactive movements are likely to be limited in the absence of significant catalysts. However, this week,Approximately 1400 earnings reports are scheduled for this week, with particular attention on companies such asand $Tokyo Electron (8035.JP)$garnering market attention with their earnings reports. $SoftBank Group (9984.JP)$、 $Mitsubishi UFJ Financial Group (8306.JP)$Earnings reports from Tokyo Electron, which deals with the same semiconductor manufacturing equipment as $ASML Holding (ASML.US)$are being closely watched as a litmus test for the direction of semiconductor stocks. There are voices in the market saying, "Amid concerns of slowing demand from China, attention is focused on whether they can maintain a double-digit growth outlook."

今週は、米消費者物価指数（CPI）やProducer Price Index (PPI)、USA retail revenueImportant economic indicators, such as these, are scheduled to be released. Particularly, with Mr. Trump's victory,Inflationary pressures are increasing.Due to the increased pressure on interest rates, there is a potential focus on the Consumer Price Index (CPI) in the future.In addition, with the FOMC deciding on a 0.25% rate cut last week, attention is focused on how the market's expectations for further rate cuts may change in light of the US CPI results. Additionally, there have been successive corporate earnings reports. $Cisco (CSCO.US)$and $Applied Materials (AMAT.US)$、 $Disney (DIS.US)$、 $Home Depot (HD.US)$major companies such as

バリュー株の代表格Key market points
1. The Nikkei Average extends gains for the second week, rising by four digits in anticipation of Trump Rally.
2. The arrival of 'Trump 2.0' brings a wind of change to the world! The stock market is boiling.
3. The FRB lowers interest rates as expected, maintaining a hawkish stance.
4. Bitcoin reaches $0.076 million under the Trump administration's favor.
5. NVIDIA leaps to become the world's largest company! Surpassing Apple's growth trajectory.
6. Super Micro faces the risk of delisting from the S&P 500! Concerns about sharp stock price drops and delisting.

特に水曜日、The stock market surged across the board.Stock prices were already trading at record highs, so they recorded many significant milestones.Recorded numerous major milestones.The Dow Jones and S&P 500 have recorded significant increases since November 2022. The Nasdaq Composite saw a substantial increase since February this year. The Russell 2000 recorded a significant increase since November 2023. $Tesla (TSLA.US)$、 $Wells Fargo & Co (WFC.US)$、 $Goldman Sachs (GS.US)$Bank stocks, including etc., recorded the largest increase among S&P companies with a market capitalization of over 100 billion dollars.Companies with a market capitalization of over 100 billion dollars in the S&P index, such as bank stocks, recorded the largest increase.The stock prices of each companyhave risen by at least 11%.Among the hot stocks that have reached all-time highs are Goldman and $NVIDIA (NVDA.US)$が含まれる。

one of the significant beneficiaries of Trump's victory. $Bitcoin (BTC.CC)$Last week,surpassed $0.07 million6000, reaching an all-time high, and Bitcoin isupdating its all-time high.Excluding Meta, it has become the 9th largest asset in the world by market capitalization.In the market, Mr. Trump has advocated for making the USA a 'bitcoin superpower' and is implementing regulatory easing to promote the development of the cryptocurrency industry.Mr. Trump's second term would be more advantageous for the cryptocurrency industry.It is considered.

In response to this,US bonds were sold off sharply, and the 30-year bond yield recorded the largest increase in the past 2 years. This is because traders have factored in the trade and deficit policies of Mr. Trump's second term.Gold prices also fell this week.The gold market also fell last weekした。シティは、米大統領選後、金は短期的には圧力に直面するかもしれないが、金の構造的な強気相場はまだ強固であり、Buy on dips.を勧めており、そして今後6ヶ月で1オンスあたり3000ドルに達すると予想している。一方、アナリストは金の長期的な最大のリスクはＡＩであるThe bullish market for gold could come to an end, similar to the end of the information technology revolution in the 1990s, if the United States succeeds in industrial reconstruction through AI, significantly improving total factor productivity, easing the pressure of inflation and fiscal deficits, and strengthening the credibility of the US dollar.

$NVIDIA (NVDA.US)$ Last week, $Apple (AAPL.US)$surpassing and became the world's largest company. NVIDIA, on Friday this week, Nvidia announced last Friday, $Intel (INTC.US)$the toro $Berkshire Hathaway-A (BRK.A.US)$announced a significant sale of Apple shares,

$Super Micro Computer (SMCI.US)$disappointed investors as the Q1 earnings released on the 5th fell short of expectations, causing a sharp decline of over 78% since hitting an all-time high in March.78% over the dash.Investors are concerned whether the company will be delisted from Nasdaq and removed from the S&P500 index.delisted from Nasdaq and removed from the S&P500 index.and beginning to have concerns.

In other notable earnings reports,the recovery in the smartphone market is good, $Qualcomm (QCOM.US)$with revenue increasing by more than 30% in the previous quarter and guidance for this quarterThey also greatly exceeded expectations.On the other hand, the semiconductor design $Arm Holdings (ARM.US)$also announced its earnings for the July-September quarter, surpassing both profit per share and revenue estimates, but provided guidance below expectations for the October-December quarter. This indicated the possibility of the smartphone market recovery casting a shadow on the growth of AI.