Weekly Market Summary (2024/7/27-8/2)

・Due to Mr. Harris's catch-up, changes have occurred in market conditions where the election of Mr. Trump as president is certain is certain.

・McDonald's has not had such good financial results, but it has been bought regardless of stock depreciation since August.

・Key decisions of the Bank of Japan Policy Meeting
Short-term interest rate (unsecured call O/N) raised from the conventional 0-0.1% to around 0.25%
Decrease in government bond purchases. As a general rule, the amount is reduced by about 400 billion yen every quarter from around 5.7 trillion yen. The amount was reduced to around 2.9 trillion yen in January '26
Although it is in an accommodative state, interest rate hikes and quantitative tightening have led to overseas investors selling Japanese stocks.

・FOMC will keep interest rates unchanged and strengthen consensus on September interest rate cuts

・US interest rates move according to the results of the three indicators of employment statistics and the number of unemployment insurance claims and the ISM Manufacturing Economy Index

・Although Commander Hamas was murdered, crude oil has not remained so unstable. Rather, it is declining due to the US economy.

・The Nikkei Average has declined by more than 2000 yen since Black Monday.

・What was initially limited to strong sales of Japanese stocks spread to major risk-offs, including US stocks, due to rising unemployment rates in employment statistics.

- currency
Stock Name: U.S. Dollar/Japanese Yen 5 day%Chg:-4.70%

-Commodity
: Crude Oil WTI (Sep '24)
Last price: 73.52 5 days%Chg: -4.72%
: High Grade Copper (Sep '24)
Last Price: 4.1030 5 Days Chg: -0.0210 5 Days %Chg: -0.51%

Performance data is from Barchart.Com

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(In addition to the excerpts, there are contents such as weekly news, important indicators, financial results, etc.)