Powell, who has been embraced by doves, will take flight. Non-bank sector remains strong in both Japan and the United States.
SQ & Michigan indicators earnings #Tokyo Electron Ltd. Unsponsored ADR #Mitsubishi Estate VI as well as low VIX, market fluctuating based on individual factors.
Clear reaction of expected Fed rate cuts due to a decrease in initial jobless claims in the US, and a successful 30-year bond auction leading to lower interest rates and a rise in stocks.
Has the commercial real estate crisis passed? Powell-chan is riding on a dove and flying away.
The reason is that bus drivers in NY and Illinois have seasonal breaks from school.
✅ $ARM unable to meet overly high expectations for next guidance -6% (down 10% immediately after earnings announcement).
✅ On the other hand, #Kawasaki Heavy Industries, #Mitsubishi Heavy Industries, #Omron, #Disco, #IHI, #MSAD, #Tokyo Marine, #Orix 🆙
✅ BOJ's GPIF begins to suggest selling ETFs, sparking discussion on a weak yen.
Impression: The stock price fluctuates with small indicators. It's a risk-on market. Both Japan and the United States are doing well, including Non-Banking stocks such as C, GS, MS, Mitsubishi UFJ.
$MS $HD $BX $EQIX $CEG $VST $BKNG $SBUX $DASH $BKR $ADSK $LULU $COST $GEHC $AMGN $MST $BIIB $EXC $CRWD $REGN $PYPL $AAPL
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