Outlook for the US market: the yen and US bonds are falling, with the yen briefly in the 149 yen range. US personal consumption remains solid, and expectations for a significant rate cut have receded.
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Market Summary
The US market has started, with the Dow Jones Industrial Average, which consists of strong stocks, opening at 40,295.74, up 287.35 dollars. The technology-heavy Nasdaq Composite Index, on the other hand, started at 17,394.55, up 201.95 points. The S&P 500 Index, which consists of 500 large-cap stocks, opened at 5,501.13, up 45.92 points.
The US market has started, with the Dow Jones Industrial Average, which consists of strong stocks, opening at 40,295.74, up 287.35 dollars. The technology-heavy Nasdaq Composite Index, on the other hand, started at 17,394.55, up 201.95 points. The S&P 500 Index, which consists of 500 large-cap stocks, opened at 5,501.13, up 45.92 points.
Top news
USA bond yields rose, and the significant speculation of a large rate cut has receded.
In the U.S. bond market on the 15th, yields are rising. Positive speculation of aggressive rate cuts for the rest of the year has receded, as the U.S. economic indicators are strong.
In the U.S. bond market on the 15th, yields are rising. Positive speculation of aggressive rate cuts for the rest of the year has receded, as the U.S. economic indicators are strong.
The significant speculation of a large rate cut at the Federal Open Market Committee (FOMC) meeting in September receded, and the projected rate cut at this meeting fell below 30 basis points. The expected rate cut for the year is 94 basis points, which was over 100 basis points before the economic indicators were released on this day.
U.S. retail revenue in July increased by 1.0% compared to the previous month, exceeding the market expectation of a 0.3% increase
Announced by the U.S. Department of CommerceJuly U.S. retail salesisIncreased by 1.0% compared to the previous month.,Significantly surpassing market expectations of 0.3% increase. The previous period was downwardly revised from 0.0% to a decrease of 0.2%.
Excluding automobiles, gasoline, building materials, and eating out.Core retail revenueisIncreased by 0.4% compared to the previous month.,Surpassing the market's 0.1% increase forecast. The previous period was revised from a 0.4% increase to a 0.5% increase.
Announced by the U.S. Department of CommerceJuly U.S. retail salesisIncreased by 1.0% compared to the previous month.,Significantly surpassing market expectations of 0.3% increase. The previous period was downwardly revised from 0.0% to a decrease of 0.2%.
Excluding automobiles, gasoline, building materials, and eating out.Core retail revenueisIncreased by 0.4% compared to the previous month.,Surpassing the market's 0.1% increase forecast. The previous period was revised from a 0.4% increase to a 0.5% increase.
Walmart's temporary rise of over 8%, with second-quarter revenue of $169.3 billion and earnings per share of $0.56.
● $Walmart (WMT.US)$has announced its financial results and raised its full-year revenue outlook. It is expected to expand its customer base with attractive products.
Second-quarter revenue of $169.3 billion; earnings per share of $0.56 for the second quarter; Walmart Stores' net profit for the second quarter was $4.5 billion.
John David Rainey, Chief Financial Officer (CFO), stated in an interview on the 15th, "Consumers have high expectations. Value for money is being sought after," and emphasized the importance of essential goods. He stated that there are no signs of financial vulnerabilities among customers.
● $Walmart (WMT.US)$has announced its financial results and raised its full-year revenue outlook. It is expected to expand its customer base with attractive products.
Second-quarter revenue of $169.3 billion; earnings per share of $0.56 for the second quarter; Walmart Stores' net profit for the second quarter was $4.5 billion.
John David Rainey, Chief Financial Officer (CFO), stated in an interview on the 15th, "Consumers have high expectations. Value for money is being sought after," and emphasized the importance of essential goods. He stated that there are no signs of financial vulnerabilities among customers.
Interest in the labor market
Austan Goolsbee of the Federal Reserve Board (FRB) stated that he is more concerned about the labor market than inflation, based on the encouraging report on inflation rates released on Wednesday.
●同氏は、金利は「非常に制限的」な領域にあり、それは経済が過熱している場合にのみ適切であると述べた。ブルームバーグのコラムニスト、ジョン・オーサーズ氏も、労働市場にもっと目を向けるべき時だと同意している。Austan Goolsbee of the Federal Reserve Board (FRB) stated that he is more concerned about the labor market than inflation, based on the encouraging report on inflation rates released on Wednesday.
大手ハイテク企業を爆買い
●最近の13F提出書類では、投資家が中国大手や大手ハイテク企業の保有株を入れ替えている。ヘッジファンド・マネジャーのマイケル・バリーは、株式全体の保有比率を半分に減らしたが、中国の $Alibaba (BABA.US)$ のシェアは増やした。
●一方、億万長者の投資家デビッド・テッパーは、アリババと米国の大手ハイテク株の保有比率を引き下げたが、これまで買い漁ってきた他の中国株は維持した。
●シンガポールの国有投資家テマセクは、7月の下落前の第2四半期にハイテク株に数十億ドルを投じた。
●最近の13F提出書類では、投資家が中国大手や大手ハイテク企業の保有株を入れ替えている。ヘッジファンド・マネジャーのマイケル・バリーは、株式全体の保有比率を半分に減らしたが、中国の $Alibaba (BABA.US)$ のシェアは増やした。
●一方、億万長者の投資家デビッド・テッパーは、アリババと米国の大手ハイテク株の保有比率を引き下げたが、これまで買い漁ってきた他の中国株は維持した。
●シンガポールの国有投資家テマセクは、7月の下落前の第2四半期にハイテク株に数十億ドルを投じた。
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ーmoomoo News Zeber
Source: moomoo, Bloomberg, CME FedWatch, Dow Jones
This article uses auto-translation in some parts.
Source: moomoo, Bloomberg, CME FedWatch, Dow Jones
This article uses auto-translation in some parts.
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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181734847 : Japan must also immigrate and live together, give permanent residency to Japan, and raise the GDP level