Real consumption expenditure started with a 95.71 yen increase in the Nikkei average, down 1.8% from the previous year in May

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Real consumption expenditure decreased by 1.8% from the previous year in May and is negative even compared to the previous month after seasonal adjustment
According to the May household budget survey announced by the Ministry of Internal Affairs and Communications on the 5th, the actual consumption expenditure of households with 2 or more people was minus 1.8% compared to the same month last year. Even when seasonally adjusted, it was actually a 0.3 percent decrease compared to the previous month. It highlighted the current situation where household savings intentions associated with high prices are deep-seated.

Expectations spread for Japanese consumer-related stocks to rise in the second half of the year - are wage increases showing for the first time in 33 years
If private consumption recovers in the future due to the effects of record wage increases in the 2024 Spring Battle, expectations are spreading among market participants that Japanese consumer-related stocks, which had lagged far behind until now, will rebound by the latter half of the year.

The yen is in the first half of the 161 yen range against the dollar, and holding adjustments underpin US employment statistics
The yen exchange rate of the Tokyo Foreign Exchange Market on the 5th was 1 dollar = the first half of the 161 yen range, and it remained flat from the evening before. While overseas time was closed to the US, there was also a scene where it temporarily rose to the 160 yen level due to holding adjustments. There is a possibility that market price fluctuations will increase today in response to US employment statistics, and caution against exchange intervention by the government and the Bank of Japan is also smoldering.

The stock market after the “what if tiger” also became popular in Asia - depreciation of yen and hardline measures against China
While Donald Trump of the Republican Party has an advantage in the US presidential election, investors around the world are beginning to determine which investment destinations they can win. Looking back on history, Japanese stocks are strong candidates that can be expected to outperform in the Asian market.

Bank entry “this fiscal year too” economic zone, to recover from delays - new DOCOMO president
NTT DOCOMO President Maeda Yoshiaki, who took office last month, responded to an interview with Jiji Press by the 4th and said “if possible, I would like to decide on this fiscal year” about incorporating bank functions aimed at expanding the “d point” economic zone. It is poised to hurry up the examination in terms of both bank entry due to acquisitions, etc., and partnerships with banks, and to quickly recover delays in financial business.

Kewpie--- 24/11 revised upward operating income 34 billion yen ← 31 billion yen
$Kewpie(2809.JP)$announced revisions to the earnings forecast for the fiscal year ending 2024/11. Sales were revised upward from 480 billion yen to 486 billion yen, and operating profit was revised upward from 31 billion yen to 34 billion yen. It exceeds the consensus (about 32.5 billion yen). Sales growth in commercial, commercial, and overseas segments, and associated profit improvements progressed beyond initial expectations.