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The USA has finally entered a rate cut cycle. The rate cut amount is 0.5%."The initial 0.5% rate cut" is the first since the IT bubble and the Lehman shock..
On September 18, when the Federal Reserve Board (FRB) made a substantial rate cut as expected by the market, the S&P500 index rose by 1% immediately after the announcement. However, towards the close, it turned into a selling dominant market sentiment. This was due to Chairman Powell's statement that "50 basis points is not a new pace of rate cuts." Against the backdrop of recession concerns, investors are hoping for continued significant rate cuts. On the next day, September 19, the S&P500 index rebounded by 1.7%, reaching an all-time high. The expectation of avoiding a recession and achieving a soft landing in the U.S. economy became dominant due to the 0.5% "preventive rate cut."
From the trend of the market for 2 days,at present,However,the soft landing scenario is dominantOn the other hand,Concerns about a recession persist.Recent employment statistics are weak, and the US economy experienced a recession after the Federal Reserve's initial significant 0.5% rate cut (in 2001 and 2007), which has become a 'trauma'...
On September 18, when the Federal Reserve Board (FRB) made a substantial rate cut as expected by the market, the S&P500 index rose by 1% immediately after the announcement. However, towards the close, it turned into a selling dominant market sentiment. This was due to Chairman Powell's statement that "50 basis points is not a new pace of rate cuts." Against the backdrop of recession concerns, investors are hoping for continued significant rate cuts. On the next day, September 19, the S&P500 index rebounded by 1.7%, reaching an all-time high. The expectation of avoiding a recession and achieving a soft landing in the U.S. economy became dominant due to the 0.5% "preventive rate cut."
From the trend of the market for 2 days,at present,However,the soft landing scenario is dominantOn the other hand,Concerns about a recession persist.Recent employment statistics are weak, and the US economy experienced a recession after the Federal Reserve's initial significant 0.5% rate cut (in 2001 and 2007), which has become a 'trauma'...
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This article uses auto-translation in some parts.
The Federal Open Market Committee (FOMC) of the US Federal Reserve (FRB) is scheduled to meet on September 17-18.On Thursday of this week (19th), at 03:00 am Japan timethe FRB is scheduled to announce the economic outlook, FOMC statement, policy interest rates, etc.A press conference will be held at 03:30.is scheduled to take place.
On August 23, Chairman Powell stated at the Jackson Hole Conference that "it is time for policy adjustment", and it is almost certain that a rate cut will be implemented at the FOMC meeting in September.The focus is on whether the rate cut will be 25 basis points or 50 basis points.is.
According to the FedWatch by CME, the Fed funds futures market on the 17th indicated that there is a 67% chance of a 50 basis point rate cut.This view accounts for 67%, significantly higher than the 33% chance of a 25 basis point rate cut.
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25 basis points or 50 basis points?
The FRB usually lowers interest rates by 25 basis points. According to market consensus, if the authorities determine that there is a risk of a sharp slowdown in the economy, there is a possibility of a 50 basis point interest rate cut as a preventive measure.
According to Nick Timiraos, a Fed watcher, they will start with a 25 basis point interest rate cut...
The Federal Open Market Committee (FOMC) of the US Federal Reserve (FRB) is scheduled to meet on September 17-18.On Thursday of this week (19th), at 03:00 am Japan timethe FRB is scheduled to announce the economic outlook, FOMC statement, policy interest rates, etc.A press conference will be held at 03:30.is scheduled to take place.
On August 23, Chairman Powell stated at the Jackson Hole Conference that "it is time for policy adjustment", and it is almost certain that a rate cut will be implemented at the FOMC meeting in September.The focus is on whether the rate cut will be 25 basis points or 50 basis points.is.
According to the FedWatch by CME, the Fed funds futures market on the 17th indicated that there is a 67% chance of a 50 basis point rate cut.This view accounts for 67%, significantly higher than the 33% chance of a 25 basis point rate cut.
The FRB usually lowers interest rates by 25 basis points. According to market consensus, if the authorities determine that there is a risk of a sharp slowdown in the economy, there is a possibility of a 50 basis point interest rate cut as a preventive measure.
According to Nick Timiraos, a Fed watcher, they will start with a 25 basis point interest rate cut...
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Good morning, moomoo users! We will deliver the hot stocks and the latest rating information for the morning session.![]()
Today's strength and weakness factors
8/20 Strong and Weak Materials
Three key points to pay attention to in the morning session
●In a trend that invites short-term muscle buying back,
● $Ai Holdings (3076.JP)$In the June 2024 period, revenue increased by 7.4% year-on-year to 49.812 billion yen, and operating profit increased by 4.4% to 9.853 billion yen.
● $Sumitomo (8053.JP)$Selling silver agrochemicals domestically, with exclusive contracts in emerging markets of Central and South America.
Active stocks, hot stocks
$Sumitomo Forestry (1911.JP)$Surging. On the 19th in the U.S. market, housing-related stocks rose. Vice President Harris, who has been nominated as the Democratic presidential candidate, partially revealed her economic policy proposal, including favorable tax support for young households purchasing their first residence, subsidies for down payments, and other support for the middle class.
$SECOM (9735.JP)$Rising for the third day, announcing an increase in contract fees for corporate security services starting November 1.
$Astellas Pharma (4503.JP)$Moomoo rebounds. The company is considering purchasing Pfizer, a U.S. pharmaceutical company known for cell therapy and cancer treatments due to a decline in operating profit from agrochemicals and the impact of the weaker pharmaceuticals sector.
Today's strength and weakness factors
8/20 Strong and Weak Materials
Three key points to pay attention to in the morning session
●In a trend that invites short-term muscle buying back,
● $Ai Holdings (3076.JP)$In the June 2024 period, revenue increased by 7.4% year-on-year to 49.812 billion yen, and operating profit increased by 4.4% to 9.853 billion yen.
● $Sumitomo (8053.JP)$Selling silver agrochemicals domestically, with exclusive contracts in emerging markets of Central and South America.
Active stocks, hot stocks
$Sumitomo Forestry (1911.JP)$Surging. On the 19th in the U.S. market, housing-related stocks rose. Vice President Harris, who has been nominated as the Democratic presidential candidate, partially revealed her economic policy proposal, including favorable tax support for young households purchasing their first residence, subsidies for down payments, and other support for the middle class.
$SECOM (9735.JP)$Rising for the third day, announcing an increase in contract fees for corporate security services starting November 1.
$Astellas Pharma (4503.JP)$Moomoo rebounds. The company is considering purchasing Pfizer, a U.S. pharmaceutical company known for cell therapy and cancer treatments due to a decline in operating profit from agrochemicals and the impact of the weaker pharmaceuticals sector.
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US Vice President Harris of the Democratic Party has overtaken former President Trump, the Republican Party candidate in the competition for funds, and the difference in approval ratings has also narrowed.
Since announcing on the 21st that it would withdraw from the Biden presidential election campaign and support Mr. Harris as a successor candidate, the election campaign of US Vice President Harris posted on X that it “collected 200 million dollars (30.8 billion yen) of funds in 1 week, and 66% of it came from new donors.” Meanwhile, in early July, the Trump administration announced that the amount of funds raised for the second quarter was 0.3 billion31 million dollars.
Also, according to WSJ opinion polls, support ratios for Vice President Harris and former President Trump are substantially antagonistic, support for Mr. Harris is expanding among non-white voters, and enthusiasm for election campaigns by Democrats has also increased dramatically.
Harris and Trump have similar approval ratings = WSJ survey
City analyst Scott T. Cronart said, “If Harris is elected, there is a high possibility that he will take over the Biden administration's line in terms of policy,” and “on the other hand, there are also proposals that Mr. Harris has supported in recent years, such as an increase in government spending, corporate tax hikes, expansion of clean energy investment, and strengthening of AI regulations...
Since announcing on the 21st that it would withdraw from the Biden presidential election campaign and support Mr. Harris as a successor candidate, the election campaign of US Vice President Harris posted on X that it “collected 200 million dollars (30.8 billion yen) of funds in 1 week, and 66% of it came from new donors.” Meanwhile, in early July, the Trump administration announced that the amount of funds raised for the second quarter was 0.3 billion31 million dollars.
Also, according to WSJ opinion polls, support ratios for Vice President Harris and former President Trump are substantially antagonistic, support for Mr. Harris is expanding among non-white voters, and enthusiasm for election campaigns by Democrats has also increased dramatically.
Harris and Trump have similar approval ratings = WSJ survey
City analyst Scott T. Cronart said, “If Harris is elected, there is a high possibility that he will take over the Biden administration's line in terms of policy,” and “on the other hand, there are also proposals that Mr. Harris has supported in recent years, such as an increase in government spending, corporate tax hikes, expansion of clean energy investment, and strengthening of AI regulations...
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Good morning to all moomoo users! We will deliver the hot stocks and latest rating information for the morning session.![]()
Today's factors influencing market strength and weakness.
6/21 [Strengths and weaknesses]
Three points to focus on in the morning session
●While taking profits is advantageous, it is important to be aware of the firmness in the lower range.
● $Cybozu (4776.JP)$Announced a revision of the financial estimates for the fiscal year ending December 2024. Revenue was revised upward from 28.73 billion yen to 29.545 billion yen, and operating profit was revised upward from 3.097 billion yen to 4.117 billion yen. The main reason for the profit aspect is that costs, such as personnel expenses, have accumulated due to expenses that have not been consumed by the end of the year.
●Hot topics of the morning session: $Sumitomo (8053.JP)$Acquisition of a Romanian company, selling environmentally friendly fertilizers with low environmental impact.
Stocks on the move, hot stocks
$Advantest (6857.JP)$、 $Disco (6146.JP)$Nvidia and other US semiconductor-related stocks are weak due to low prices.
$Central Glass (4044.JP)$Gold is rising, it has been reported that a new manufacturing method for the substrate of "silicon carbide (SiC)", the cutting-edge material of power semiconductors, has been developed...
Today's factors influencing market strength and weakness.
6/21 [Strengths and weaknesses]
Three points to focus on in the morning session
●While taking profits is advantageous, it is important to be aware of the firmness in the lower range.
● $Cybozu (4776.JP)$Announced a revision of the financial estimates for the fiscal year ending December 2024. Revenue was revised upward from 28.73 billion yen to 29.545 billion yen, and operating profit was revised upward from 3.097 billion yen to 4.117 billion yen. The main reason for the profit aspect is that costs, such as personnel expenses, have accumulated due to expenses that have not been consumed by the end of the year.
●Hot topics of the morning session: $Sumitomo (8053.JP)$Acquisition of a Romanian company, selling environmentally friendly fertilizers with low environmental impact.
Stocks on the move, hot stocks
$Advantest (6857.JP)$、 $Disco (6146.JP)$Nvidia and other US semiconductor-related stocks are weak due to low prices.
$Central Glass (4044.JP)$Gold is rising, it has been reported that a new manufacturing method for the substrate of "silicon carbide (SiC)", the cutting-edge material of power semiconductors, has been developed...
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Good morning, moomoo users! We will bring you the hot stocks and latest ratings information for the morning session.![]()
Today's market catalysts
6/13[Strength and weakness factors]
Three key points to focus on in the morning session
●Interest is focusing on high-tech stocks.
● $Tomoe Engineering (6309.JP)$Operating profit in the second quarter increased by 43.4% to 2.958 billion yen. Sales increased in both the machinery manufacturing and sales business and the chemical industrial products sales business. On the profit side, with the background of sales growth in both businesses, there was an increase in profit.
●Key points for the morning session: $Denso (6902.JP)$Standardization of skills for software personnel, SDV support across industries.
Stocks on the move, hot stocks
$Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$、 $Renesas Electronics (6723.JP)$Semiconductor-related stocks are all rising, with the SOX index significantly higher, reaching a new record high.
$CRE (3458.JP)$is surging. 24.7 period 3...
Today's market catalysts
6/13[Strength and weakness factors]
Three key points to focus on in the morning session
●Interest is focusing on high-tech stocks.
● $Tomoe Engineering (6309.JP)$Operating profit in the second quarter increased by 43.4% to 2.958 billion yen. Sales increased in both the machinery manufacturing and sales business and the chemical industrial products sales business. On the profit side, with the background of sales growth in both businesses, there was an increase in profit.
●Key points for the morning session: $Denso (6902.JP)$Standardization of skills for software personnel, SDV support across industries.
Stocks on the move, hot stocks
$Tokyo Electron (8035.JP)$、 $Advantest (6857.JP)$、 $Renesas Electronics (6723.JP)$Semiconductor-related stocks are all rising, with the SOX index significantly higher, reaching a new record high.
$CRE (3458.JP)$is surging. 24.7 period 3...
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