The Nikkei Average started falling sharply, crude oil futures rose against the backdrop of heightened tension in the Middle East

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Where is the defense tax increase difficult to balance with the “tax revenue increase and return source”
Discussions on economic measures, which will be summarized around the end of October, have reached a peak. Since Prime Minister Fumio Kishida said “tax revenue increases will be returned to the people,” there have been a series of calls for tax cuts such as income tax from within the ruling party.

Eliminating negative interest rates isn't the goal. How far are interest rate hikes?
The Bank of Japan is about to step into the phase of interest rate hikes since 2007. The period when negative interest rates are lifted is prepared to be carefully judged while determining trends in wage increases, but the market often sees it as a “matter of time.” Rather, the focus will be on how fast and how far interest rate increases will proceed thereafter. What does the Bank of Japan think?

The dollar and crude oil are in jeopardy, and consumption fragility is lacking at the same time
The clash between Israel and the Islamic organization Hamas is intensifying. Financial markets have not responded significantly so far, but the current focus is on whether the crude oil market will catch fire. The past rule of thumb, where the dollar and crude oil moved in reverse, has collapsed, and the composition where strong dollars and high crude oil resonate makes financial markets even more unstable. It could be a path that exploits vulnerability for the global economy in the future.

Denso's “honor students” who have started to move are being questioned about how to use 1 trillion yen
$Denso(6902.JP)$The investment strategy has finally begun to move forward. It was announced in early October that 500 million dollars (about 75 billion yen) will be invested in semiconductor-related companies in the United States. Denso is rushing to change business due to the electrification of cars, but even though there have been gasoline engine-related business sales until now, there have been no notable purchase projects, and stock prices seem to have stalled. Whether growth potential can be increased with 1 trillion yen of investment capacity holds the key to stock price reversal.

INPEX - Buying Sentiment Crude Oil Futures Rise to the 87 Dollar Range Tension on the Middle East Situation Heightens
$Inpex(1605.JP)$It's a buying trend. The rise in crude oil prices is viewed as a material. NY crude oil futures on the 13th rebounded sharply for the first time in 4 days. The closing price of WTI crude oil futures for the November period was 4.78 dollars higher than the previous business day = 87.69 dollars per barrel. Crude oil futures recorded an increase since April against the backdrop of heightened tension in the Middle East situation.

Good product plan - signs of buying, operating profit is expected to increase by 45% this fiscal year is expected to increase by 1% in the previous fiscal year
$Ryohin Keikaku(7453.JP)$It's a buying trend. The company announced on the 13th that the consolidated operating profit forecast for the full year of the 24.8 fiscal year is 48.0 billion yen (up 44.9% from the previous fiscal year). The market consensus is 39.52 billion yen.

Tokyo Electron Devices - Earnings in the first half revised upward to a complete increase in profit
$Tokyo Electron Device(2760.JP)$It's a fight. The company announced on the 13th that it will revise its consolidated ordinary profit forecast for the first half of the 24.3 fiscal year (April-9) upward from the previous fiscal year of 5.0 billion yen (down 4.0% from the same period last year) to 6.25 billion yen (up 20.0% from the previous fiscal year).