Outlook for the USA market: There is a strong belief that the expectation of an early interest rate cut is excessive, with the Dow average starting 79 dollars lower.

Hello moomoo users, good evening! 今晩のＮＹ株の読み筋です。

Market Overview
米国市場スタート、優良株で構成するダウ工業株30種平均は79.26ドル安の37281.86ドル、ハイテク株比率が高いナスダック総合株価指数が129.58ポイント安の14814.77で始まった。米国大型株である500社の銘柄で構成するS＆P500種平均は26.85ポイント安の4739.13。

Top News
米12月小売売上高、前月比0.6％上昇で市場予想上回る
According to data released by the US Department of Commerce on the 17th, US retail sales in December increased by 0.6% from the previous month, surpassing the market's expectation of a 0.4% increase and outperforming the previous period's 0.3% increase. Clothing stores, accessory stores, and online retail businesses performed well. Retail sales account for about one-third of personal consumption and are usually used as an indicator of economic strength. According to the data, holiday shopping in December was better than expected.

OPEC predicts a 'strong' increase in petroleum demand in 2025 - monthly report.
The Organization of the Petroleum Exporting Countries (OPEC) has forecasted a continuing strong increase in global petroleum demand in 2025, surpassing the growth in supply. This is the first time OPEC has published a detailed supply and demand outlook for that year. In its January monthly report, OPEC predicted a 'strong' increase in global oil consumption in the coming year, driven by China's demand and the recovery of the global economy, reaching a daily increase of 1.8 million barrels.

Lagarde, President of the ECB, said that it is highly possible to lower interest rates in the summer and to restrain expectations of early easing.
ECB President Lagarde said on the 17th that there is probably a consensus among officials about lowering interest rates this summer. In an interview with Bloomberg Television at the World Economic Forum (WEF) annual meeting in Davos, Switzerland, Lagarde claimed that it is the responsibility of officials to discuss what could happen, while stating that authorities are "on the right path" to suppress consumer prices.

Tesla, followed by a price cut of some models in Germany
Leading electric vehicle (EV) company Tesla, after reducing prices of some models in China, has now decided to lower prices in Germany as well. According to Reuters, Tesla reduced the prices of certain models of the Multipurpose Sport Utility Vehicle (SUV) "Model Y" by 9% and another model by 8.1%. Reuters reported, based on government data, that in the German EV market, sales figures have surpassed Volkswagen (VW).

US bank stocks face tough start as lower interest rates squeeze short-term earnings.
Bank stocks have had a tough start this year, with share prices performing weakly. Last week, the financial results for the October-December period (4th quarter) of major banks were announced. However, one-time expenses such as payments to the Federal Deposit Insurance Corporation (FDIC) following the failure of regional banks last spring and other extraordinary events have squeezed the profits of major banks.

Will the stock price continue to rise in 2024? A list of semiconductor stocks highly recommended by Wall Street experts.
The Philadelphia Semiconductor Index, which comprises major semiconductor stocks, achieved an increase of nearly 60% in 2023. This was due to the announcement by US President Biden to strengthen the manufacturing of semiconductors used in defense, which led to investment inflows into related stocks in anticipation of market improvement.