The Nikkei Average rose by 459 yen and started Aiming for 140 yen against the dollar at the end of the historic depreciation - Japan-US interest rate difference narrows

Top news
The yen exchange rate in the first half of the fiscal year as seen from the supply and demand environment also showed signs of improvement in “masked surplus countries” = Mr. Daisuke Karakama
Although the dollar/yen exchange rate plummeted to the 141 yen level in early August, the price slowly returned thereafter. While Bank of Japan interest rate hikes observations are far away, and speculations about yen interest rates are being resolved, it is undeniable that speculation that “there is no rapid reduction in interest rate differences between Japan and the US” is boosting yen sales.

Amundi aims for 140 yen against the dollar at the end of historic depreciation - Japan-US interest rate gap narrows
Amundi, the largest asset management company in Europe, believes that the historical depreciation of the yen in the foreign exchange market has come to an end, and the yen exchange rate will rise over the next year. Chief Investment Officer Arie Shinichiro (CIO) of Amundi Japan predicted in an interview that “there is no doubt that the interest rate difference between Japan and the US is basically in the direction of shrinking, and based on that scenario, the appreciation of the yen will progress a little more.”

The yen was in the middle of the 146 yen range against the dollar, rising and shrinking due to risk appetite sales due to high US stocks
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 20th was 1 dollar = in the middle of the 146 yen range, and the level was devalued from the evening before. The rise in the Tokyo market was reduced due to risk-taking sales against the backdrop of stock appreciation in the US. While yen is easy to sell due to overseas market trends, it is difficult to determine a sense of direction ahead of US Federal Reserve (FRB) Chairman Powell's lecture over the weekend and Bank of Japan Governor Ueda Kazuo's closing review of both houses of parliament.

If a shocking takeover plan of the Canadian industry is realized even with huge profits for the 7&iHD founder
Develop convenience stores such as “7-Eleven” $Seven & i Holdings (3382.JP)$The founder family of is expected to make a huge profit if they support a takeover proposal from their Canadian counterpart Alimantachon Couchard. If the current acquisition proposal is realized, it will be the largest acquisition of a Japanese company by an overseas company.

Adtest, DISCO, etc. are high, and the tailwind is getting stronger with NVIDIA rising 6 times in a row amid high US semiconductor stocks
$Advantest (6857.JP)$、 $Disco (6146.JP)$It is a development where everything related to semiconductor manufacturing equipment is switching back and forth. In the US stock market the day before $NVIDIA (NVDA.US)$In addition to accelerating its return to 6 consecutive increases with a rise of over 4%, acquisitions of server-related companies were announced $Advanced Micro Devices (AMD.US)$It's also significantly higher.