This week's points
Are Japanese stocks doing well this week? Rice that is getting a lot of attention in the market $NVIDIA (NVDA.US)$Ahead of the announcement of financial results on the 22nd, the wait-and-see mood is likely to expand in the first half of the week. Triggered by financial statements, etc. showing the expansion of demand for artificial intelligence (AI), etc.There is a possibility that the impact will spread to related stocks around the worldThere is. Meanwhile, as observations of lower US interest rates increase, interest is also being drawn to trends in long-term US interest rates.
Currently, while the Dow Average and Nasdaq Index hit their highest values, the Nikkei Average has been in an adjustment phase for close to 2 months. Depending on NVIDIA's financial results, it is possible that the upward trend will intensify all at once. Since demand for generative AI is strong, market expectations for NVIDIA financial results are high. If financial results are good, semiconductor-related stocks will be bought, and the Nikkei Average is expected to test the 39,000 yen range. Conversely, it is possible that the trend will fall again. That positive content was evaluated in NVIDIA's financial results for February, and amid strong semiconductor stocks, the Nikkei AverageThe highest value was updated for the first time in 34 yearsI ran up to.
Multiple agencies have announced NVIDIA's first quarter financial results and second quarter guidance...

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This article uses automatic translation for some of its parts
Investing in Japan was a gift from God “too easy” = Munger
Right hand man of famous American investor Warren Buffett, $Berkshire Hathaway-A (BRK.A.US)$Charlie Munger (99), who served as the vice chairman of, touched on the judgment of Mr. Buffett, who invested billions of dollars in Japanese stocks,Investing in Japan was a gift from God “too easy”It showed that point of view.
Berkshire Hathaway decided the conditions for issuing yen denominated corporate bonds on November 17. While continued investment in Japanese stocks is expected, funds were raised in the yen bond market following April. This is Berkshire's second yen-denominated bond. According to Bloomberg's tally, Berkshire has issued most corporate bonds in yen since 2019/9, when it first appeared on the yen bond market.
risks
Japanese stocks have had a landslide victory over Chinese stocks this year, but some investors think that trend is about to change. The headwinds against Japanese stocks are getting stronger.Global growth worsensIn addition toMonetary policy tightening...

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Market Overview
US market opened with the Dow Industrial Average, which consists of high-quality stocks, starting at 33,852.44 dollars, an increase of 18.83 dollars. The Nasdaq Composite Index, which has a high proportion of high-tech stocks, started at 13,312.39, up 73.87 points. The S&P 500 Index, which consists of stocks from 500 large US companies, rose 10.95 points to 4,304.88.
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$Nasdaq Composite Index (.IXIC.US)$
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Top News
The Federal Reserve is expected to pause interest rate hikes in June and maintain them until December, according to economists' predictions.
A majority of economists surveyed by Bloomberg expect the Federal Reserve to pause its current rate hike campaign, which began in March last year, at next week's meeting of the Federal Open Market Committee (FOMC) for the first time in one year and three months.
The market is bracing for the impact of the issuance of 1 trillion dollars of US Treasury bonds.
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