たー吉
voted
Good morning to all moomoo users!![]()
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 3865.91 yen, 394.17 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 18.47 points at 2692.26.
Top news
The dollar-yen exchange rate broke through 155 yen, domestic sales behind continued depreciation even with exchange intervention warnings - Nihon Keizai Shimbun
The yen exchange rate fell to the low of 1 dollar = 155 yen for the first time in 34 years on the 24th. Although caution against yen buying intervention by the government and the Bank of Japan is increasing, the depreciation of the yen gradually progresses. This is because domestic importers and institutional investors have large dollar procurement needs, and orders to buy dollars by selling yen intermittently come out.
Bank of Japan Meeting Highlights: New Price Outlook, Governor's Meeting, and Presence or Absence of a Weakening Yen System
At the monetary policy meeting where the Bank of Japan will announce the results on the 26th, it is expected that the current state of monetary policy will be maintained. While there is awareness of inflationary pressure, including the effects of the depreciation of the yen, which is at a level of 34 years, additional interest rate hikes and the country from the new economy/price outlook and President Ueda Kazuo's press conference...
Market Overview
Today's Nikkei Stock Average began at 3865.91 yen, 394.17 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 18.47 points at 2692.26.
Top news
The dollar-yen exchange rate broke through 155 yen, domestic sales behind continued depreciation even with exchange intervention warnings - Nihon Keizai Shimbun
The yen exchange rate fell to the low of 1 dollar = 155 yen for the first time in 34 years on the 24th. Although caution against yen buying intervention by the government and the Bank of Japan is increasing, the depreciation of the yen gradually progresses. This is because domestic importers and institutional investors have large dollar procurement needs, and orders to buy dollars by selling yen intermittently come out.
Bank of Japan Meeting Highlights: New Price Outlook, Governor's Meeting, and Presence or Absence of a Weakening Yen System
At the monetary policy meeting where the Bank of Japan will announce the results on the 26th, it is expected that the current state of monetary policy will be maintained. While there is awareness of inflationary pressure, including the effects of the depreciation of the yen, which is at a level of 34 years, additional interest rate hikes and the country from the new economy/price outlook and President Ueda Kazuo's press conference...
Translated
16
たー吉
voted
Good morning to all moomoo users!![]()
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average started at 37871.92 yen, 319.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2678.83, 12.60 points higher.
Top news
Bank of Japan discusses impact of accelerated yen depreciation at decision meeting starting 25th - Nihon Keizai Shimbun
The Bank of Japan will hold a monetary policy meeting on the 25th to 26th. Negative interest rates have just been lifted at the March meeting, and there are few voices in the market expecting additional interest rate increases at this meeting. The Bank of Japan will discuss the effects of the depreciation of the yen on the inflation rate through boosting import prices, etc. The focus is also on when the Bank of Japan, which has completed cross-dimensional mitigation, will reduce government bond purchases.
Disadvantage warning due to changes in Japanese stocks that like the depreciation of the yen and becoming chronic - domestic demand hit by increasing costs
While the exchange rate is moving at a low range for the first time in 34 years, a sense of caution has begun to rise in the Japanese stock market against the disadvantages brought about by the chronic depreciation of the yen. Speaking of the depreciation of the yen, there are many major manufacturers with large market capitalization, such as automobiles and electronics, where there are many global companies...
Market Overview
Today's Nikkei Stock Average started at 37871.92 yen, 319.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2678.83, 12.60 points higher.
Top news
Bank of Japan discusses impact of accelerated yen depreciation at decision meeting starting 25th - Nihon Keizai Shimbun
The Bank of Japan will hold a monetary policy meeting on the 25th to 26th. Negative interest rates have just been lifted at the March meeting, and there are few voices in the market expecting additional interest rate increases at this meeting. The Bank of Japan will discuss the effects of the depreciation of the yen on the inflation rate through boosting import prices, etc. The focus is also on when the Bank of Japan, which has completed cross-dimensional mitigation, will reduce government bond purchases.
Disadvantage warning due to changes in Japanese stocks that like the depreciation of the yen and becoming chronic - domestic demand hit by increasing costs
While the exchange rate is moving at a low range for the first time in 34 years, a sense of caution has begun to rise in the Japanese stock market against the disadvantages brought about by the chronic depreciation of the yen. Speaking of the depreciation of the yen, there are many major manufacturers with large market capitalization, such as automobiles and electronics, where there are many global companies...
Translated
12
たー吉
liked and voted
Hello Moomoo users!![]()
Thank you very much for your hard work. Today's stock price summary is as follows. Thank you in advance.![]()
●The Nikkei Average ended at 3768.35 yen, 1011.35 yen lower than the previous business day
● The Nikkei Average temporarily fell 10% from the highest value, breaking the level of the adjusted market
● The rise in crude oil is a weakness that accelerates the depreciation of the yen, and a spiral of trade deficits and the decline in US interest rates
● The yen exchange rate turns to rise at one point in the middle of the 153 yen range, risk avoidance due to concerns about the Middle East
● “Rapid” flight from risk is expected to continue - Barclays Bunker
● Sakura Net temporarily discloses comments in national AI supercomputer ancillary reports ◇
● Attention to the handle: $SAKURA Internet (3778.JP)$、 $KDDI (9433.JP)$、 $GMO Internet group (9449.JP)$、 $Inpex (1605.JP)$、 $Japan Petroleum Exploration (1662.JP)$、 $Tokyo Electron (8035.JP)$etc...
●The Nikkei Average ended at 3768.35 yen, 1011.35 yen lower than the previous business day
● The Nikkei Average temporarily fell 10% from the highest value, breaking the level of the adjusted market
● The rise in crude oil is a weakness that accelerates the depreciation of the yen, and a spiral of trade deficits and the decline in US interest rates
● The yen exchange rate turns to rise at one point in the middle of the 153 yen range, risk avoidance due to concerns about the Middle East
● “Rapid” flight from risk is expected to continue - Barclays Bunker
● Sakura Net temporarily discloses comments in national AI supercomputer ancillary reports ◇
● Attention to the handle: $SAKURA Internet (3778.JP)$、 $KDDI (9433.JP)$、 $GMO Internet group (9449.JP)$、 $Inpex (1605.JP)$、 $Japan Petroleum Exploration (1662.JP)$、 $Tokyo Electron (8035.JP)$etc...
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reacted to and commented on
Today I'm going to talk about the US Fear Index.
The rise in VIX is attracting attention, but what should be paid more attention to than that is the bond market.
MOVE is the bond fear index = volatility, and it was around 100 in normal times for a few years. The perception is that if it exceeds 120, it is over 25 in VIX. This is just me guessing from past data without permission, so it's not accurate at all (laughs)
In many cases, the stock market is optimistic and the market price is misread, but the bond market is cautious and generally more accurate than the stock market.
The market size is also completely different, isn't it?
So even if VIX goes up, you don't have to worry too much while MOVE is under 100 or around 100.
However, when MOVE exceeds 120, it is a yellow light.
MOVE reached 120 yesterday. After that, it dropped slightly to 119.6.
When this happens, it means that the bond market has also entered an alert mode, so the VIX rise from here on will lead to a major decline in stock prices.
Japanese stocks have also risen, and the short and CALL sales situation continues.
The atmosphere is half-hearted, and you can do it right away even if you go in for a long time.
The movement from the morning of the 17th today is exactly this kind of market movement...
The rise in VIX is attracting attention, but what should be paid more attention to than that is the bond market.
MOVE is the bond fear index = volatility, and it was around 100 in normal times for a few years. The perception is that if it exceeds 120, it is over 25 in VIX. This is just me guessing from past data without permission, so it's not accurate at all (laughs)
In many cases, the stock market is optimistic and the market price is misread, but the bond market is cautious and generally more accurate than the stock market.
The market size is also completely different, isn't it?
So even if VIX goes up, you don't have to worry too much while MOVE is under 100 or around 100.
However, when MOVE exceeds 120, it is a yellow light.
MOVE reached 120 yesterday. After that, it dropped slightly to 119.6.
When this happens, it means that the bond market has also entered an alert mode, so the VIX rise from here on will lead to a major decline in stock prices.
Japanese stocks have also risen, and the short and CALL sales situation continues.
The atmosphere is half-hearted, and you can do it right away even if you go in for a long time.
The movement from the morning of the 17th today is exactly this kind of market movement...
Translated
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たー吉
commented on
$SoftBank Group (9984.JP)$は、日本時間2023年11月9日(木) 午後4時30分に、2024年第2四半期の決算説明会を開催する予定です。視聴をご希望される方は、「予約」ボタンをクリックしてください。
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取引時間外の決算発表での株価の急変にも、moomooなら24時間米国株式取引で対応可能です。更に、今口座開設で最大1万円の獲得のチャンスがあります。
以下の画像をクリックし、口座開設をお申込みください。
他のライブ：
日本電信電話 2023年Q2決算説明会
オキシデンタル・ペトロリアム 2023年Q3決算説明会（字幕翻訳）
ソニーグループ 2023年Q2決算説明会
以下の画像をクリックし、口座開設をお申込みください。
他のライブ：
日本電信電話 2023年Q2決算説明会
オキシデンタル・ペトロリアム 2023年Q3決算説明会（字幕翻訳）
ソニーグループ 2023年Q2決算説明会
ソフトバンクグループ 2024年Q2決算説明会
Nov 9 01:30
Replay 5
1
たー吉
voted
Treasury Secretary Janet Yellen reinforced her warning to Congress that it has only a little time left to address the debt ceiling before the nation defaults on its obligations.
It is “highly likely” that the agency will not be able to pay all of its bills in full and on time as soon as June 1, Yellen wrote in a letter to House Speaker Kevin McCarthy on Monday.
“With an additional week of info...
It is “highly likely” that the agency will not be able to pay all of its bills in full and on time as soon as June 1, Yellen wrote in a letter to House Speaker Kevin McCarthy on Monday.
“With an additional week of info...
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12
たー吉
voted
The US is the largest economy in the world.
Economy and consumption come hand in hand.
So it's not that hard to understand that there are multiple retailers in the US. And some of them are big.
But how do we differentiate $Costco (COST.US)$ from $Walmart (WMT.US)$ and $Target (TGT.US)$?
And what is the strength of Costco against its competitors?
1. Costco uses memberships to build a loyal customer base
Most retailers welcome anyone to sho...
Economy and consumption come hand in hand.
So it's not that hard to understand that there are multiple retailers in the US. And some of them are big.
But how do we differentiate $Costco (COST.US)$ from $Walmart (WMT.US)$ and $Target (TGT.US)$?
And what is the strength of Costco against its competitors?
1. Costco uses memberships to build a loyal customer base
Most retailers welcome anyone to sho...
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