Starting with the depreciation of 104 yen on the Nikkei average, the Bank of Japan makes an aggregated assessment of wage increases into discussions on cancellation of negative interest rates

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The fate of yen is in the hands of the FRB, not the Bank of Japan-C thread needle
The biggest factor driving the dollar/yen exchange rate is a change in expectations of lower US interest rates, and it is not the Bank of Japan's interest rate policy, pointed out that interest rate strategist Ed Alhusseini at Columbia Thread Needle Investment.

Bank of Japan decides to aggregate wage increases to discuss cancellation of negative interest rates
The Bank of Japan will discuss whether to lift the negative interest rate policy at the monetary policy meeting to be held on the 18th to 19th. This is because the wage increase rate in 2024 is expected to exceed last year, and the accuracy that the 2% price target can be achieved stably has increased.

Pay attention to the “world with interest rates” as the Bank of Japan normalization approaches, and changes occurring in markets and household finances
The countdown to a “world with interest rates” has begun in Japan, where monetary easing from another dimension continued for over 10 years. While the market incorporates the Bank of Japan's monetary policy normalization, attention is drawn to changes that may occur in financial markets, households, and corporate activities as interest rates rise.

Moon exploration is “Japan's winning ground”, government gives priority support - former Minister of Economy and Security Kobayashi
Former Minister in charge of economic security policy Kobayashi Takashi, who is involved in space policy in the Liberal Democratic Party, believes that Japan has an advantage in the field of lunar surface exploration, and the government should focus on supporting it. In an interview on the 11th, Mr. Kobayashi pointed out that there is significance in determining “Japan's winning streak” in the space technology strategy that the government will compile by the end of this month and allocating resources to limited fields.

Honda - Continued growth EV collaboration with Nissan considering standardization and procurement of parts = Nikkei
$Honda Motor (7267.JP)$Continued growth. The morning edition of the Nihon Keizai Shimbun dated 14th reported that it became known that the company is considering collaboration in an electric vehicle (EV) related business. According to the article, it is said that they are searching for standardization of core parts of EVs, joint procurement, joint development of chassis, etc.

Lasertech, East Electric, Ad Test, etc. are soft, US NVIDIA falls and I'm disgusted by the drastic decline in the SOX Index ◇
$Lasertec (6920.JP)$、 $Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$、 $Disco (6146.JP)$、 $Screen Holdings (7735.JP)$This is a development where major semiconductor manufacturing equipment companies are generally being pushed to sell.

14 companies join forces with Kanden and Mitsubishi Corporation to take a step towards mass production with floating offshore wind
Toward the spread of floating offshore wind power, which is regarded as a trump card for renewable energy, $Kansai Electric Power (9503.JP)$Ya $Mitsubishi (8058.JP)$Fourteen companies, including affiliates, will soon establish a corporate union. We will jointly develop basic technology that can be mass-produced at low cost. The aim is to establish mass production technology ahead of the rest of the world and hold the world standard in the field of floating wind power, which is essential for decarbonization.

Distribution source: Bloomberg, Nihon Keizai Shimbun, Traders Web
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