Starting with a 265 yen increase in the Nikkei average next week's Bank of Japan meeting, decisions on additional interest rate increases become complicated due to weak private consumption - stakeholders

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Next week's Bank of Japan meeting, additional interest rate hike decisions will be complicated due to weak private consumption - stakeholders
At the monetary policy meeting to be held by the Bank of Japan next week, the judgment on whether private consumption, which is currently weak, will move on to additional interest rate increases is complicated. I found out through interviews with multiple stakeholders. According to officials, some Bank of Japan officials want to confirm with future data, information, etc. whether private consumption will recover as expected against the backdrop of high levels of wage increases, etc., and they think that postponing interest rate increases is an appropriate option at this meeting.

The yen is around 157 yen, high US stocks and interest rates are heavy - focus shifts to Japan-US monetary policy
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 23rd was around 1 dollar = 157 yen, and the level was devalued from the evening before. While digesting the effects of US President Biden's withdrawal from the presidential election, the rise in stock prices and interest rates in the US market weighed on yen. In the market, the focus is shifting to the Japan-US monetary policy decision, which is about a week from now.

Rapid switching back and forth between disco, ad tests, etc., and accelerated buybacks related to NVIDIA in the US
$Disco(6146.JP)$In addition to the fact that it started with a sign of interest in a large purchase order and made a big switch for the first time in 5 days, $Advantest(6857.JP)$It also turned into a sudden backlash with a strong start. In response to the fact that buybacks to the semiconductor sector were prominent in the European stock market the day before, investment fund guidance for the same related stocks became clear in the US stock market.