With the progress of yen depreciation and the high of US stocks as background, there is an outlook for continued growth in Japanese stocks.
1. Export-related companies (automobiles, electronics, trading companies) benefiting from the progress of yen depreciation.
→Exports are doing well, relying on high-tech stocks.
2. The high of US stocks is improving investor sentiment and positively influencing Japanese stocks.
→Contributing to the Nikkei as well, led by the Nasdaq.
3. The preventive interest rate cut by the FRB has alleviated concerns about the deterioration of the US economy and is boosting stock prices.
→As the PMI services decline, the economic downturn is in progress.
The Bank of Japan's slow interest rate hike stance continues to weaken the yen and support stock prices.
-> The adjustment speed affects stock prices, expecting optimism for the presidential election.
The financial sector is performing well due to the rise in US interest rates, and domestic demand companies are also expected.
-> The dominance of America remains unchanged.
Nikkei average futures are expected to start around 585 yen higher at around 83,000.
-> A positive mood is expected from the opening holding at 38,000 yen, maintaining an optimistic outlook.
In the short term, there is a high probability that the upward trend will continue, but caution must also be taken for adjustment risks.
-> Prepare for the risk of sharp declines and consider taking profits when necessary.
Excessive depreciation of the yen may increase domestic inflation and the risk of policy changes by the Bank of Japan.
Expectation of an upward trend in CPI next month, hence caution.
→Exports are doing well, relying on high-tech stocks.
2. The high of US stocks is improving investor sentiment and positively influencing Japanese stocks.
→Contributing to the Nikkei as well, led by the Nasdaq.
3. The preventive interest rate cut by the FRB has alleviated concerns about the deterioration of the US economy and is boosting stock prices.
→As the PMI services decline, the economic downturn is in progress.
The Bank of Japan's slow interest rate hike stance continues to weaken the yen and support stock prices.
-> The adjustment speed affects stock prices, expecting optimism for the presidential election.
The financial sector is performing well due to the rise in US interest rates, and domestic demand companies are also expected.
-> The dominance of America remains unchanged.
Nikkei average futures are expected to start around 585 yen higher at around 83,000.
-> A positive mood is expected from the opening holding at 38,000 yen, maintaining an optimistic outlook.
In the short term, there is a high probability that the upward trend will continue, but caution must also be taken for adjustment risks.
-> Prepare for the risk of sharp declines and consider taking profits when necessary.
Excessive depreciation of the yen may increase domestic inflation and the risk of policy changes by the Bank of Japan.
Expectation of an upward trend in CPI next month, hence caution.
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