Starting with a 210 yen increase in the Nikkei average, the central bank of Japan, the US, Europe, and the central bank, the final game of tightrope walking ECB President “there are still no interest rate cuts”

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ECB President “There are still no discussions on interest rate cuts” in the final game of the Japan-US-Europe central bank tightrope
Central banks in Japan, the US, and Europe are continuing a nervous war with the market. This is because the US and Europe have switched to interest rate cuts, and the Bank of Japan has not been able to indicate a specific period even though they share the perception that the cancellation of negative interest rates is the next move. Monetary policy has entered the final stage, which is close to turning around, but the fact that it takes time to make an assessment is also the flip side of not being sure about the economic and price outlook.

Consumer spending actually fell 6.3% in January, negative for 11 consecutive months
According to the January household budget survey announced by the Ministry of Internal Affairs and Communications on the 8th, the consumption expenditure of households with 2 or more people was 289,467 yen, which actually decreased 6.3% from the same month last year, excluding the effects of price fluctuations. The negative rate will be 11 consecutive months. Private consumption on a real basis continues to be weak due to high prices.

PBR split by 1, domestic management companies opposing top reappointment, strict voting rights to push management reforms for listed companies
$Mitsubishi UFJ Financial Group (8306.JP)$Asset Management and Nissay Asset Management oppose the reappointment of representative directors at general shareholders' meetings for companies whose PBR (stock price-net asset ratio) is less than 1 times. There is a possibility that management reforms of listed companies will advance further if the movement to make the exercise of voting rights stricter spreads at management companies incorporating domestic stocks of approximately 90 trillion yen in public offering investment trusts.

Current account surplus, imports declined in January due to high resource levels of 438.2 billion yen
According to the balance of payments statistics (preliminary report) for 2024/1 announced by the Ministry of Finance on the 8th, the current account balance showing the status of transactions of goods, services, etc. with overseas was a surplus of 438.2 billion yen. There was a deficit in the same month of the previous year. The surplus continued for 12 consecutive months. The import value decreased due to high resource consumption, etc., and the trade deficit narrowed.

Honda-funded start-up, commercialized in 26 years from EV batteries with 5 times the recovery efficiency of rare metals
A startup from the Japan Atomic Energy Agency (JAEA) will begin a business to efficiently collect rare metals (rare metals) from used lithium-ion batteries such as electric vehicles (EVs) in 2026. Recovery efficiency is expected to increase by up to 5 times compared to existing technology. For the development of mass production technology, $Honda Motor (7267.JP)$A total of 1.35 billion yen was raised through third-party allotment of shares and borrowing with the like as underwriters.

Keisei Electric Railway - Buying Sentiment Announces Final Profit Upward Revision and Year-End Dividend Increase and Sale of Part of OLC Shares
$Keisei Electric Railway (9009.JP)$It's a buying trend. At 8:15 on the 8th, the company announced that it will revise its consolidated net profit forecast for the full fiscal year 24.3 from the previous fiscal year of 37.8 billion yen to 83.9 billion yen (3.1 times the previous fiscal year), and the year-end dividend forecast from 13.0 yen to 21.0 yen (11.5 yen at the end of the previous fiscal year).

Ad tests, discos, etc. are expensive, and NVIDIA is drastically high and has risen 6 times in a row to update the highest price ◇
$Advantest (6857.JP)$is turning back and forth. The value with a high Nikkei average composition ratio is a high-tech stock, and in the morning, while there were slightly irregular price movements due to trading involving major SQ calculations, demand for push purchases was active and actual demand recovered to the 7000 yen level.