According to the report, e-commerce spending on Black Friday reached 9.8 billion dollars, up 7.5% from the previous year, and recorded a record high in the US.
Over the past year, very strategic consumers have emerged and they are really trying to take advantage of these important days so they can make the most of discounts.
The rapid increase in consumption on Black Friday reflects consumers who are more motivated to consume than in 2022, when gasoline and food prices were painfully high.
Pandya pointed out that since 5.3 billion dollars of Black Friday sales were due to mobile shopping, there is a possibility that impulse purchases played a role in the growth of Black Friday. He pointed out that consumers can now easily shop on mobile devices thanks to influencers and social media ads.
Still, shoppers are price sensitive and are managing tight budgets due to last year's record inflation and interest rates. According to the survey, $79 million of sales chose a flexible payment method called “Buy Now, Pay Later” to extend wallet strings...

It is said that stock prices move slightly ahead of the business cycle. I think everyone can imagine the movement where stock prices have already begun to rise when the economy is at its bottom, and stock prices have already begun to fall when the economy is at its peak.
　If you think about it the other way around, if you can capture the business cycle, you will be able to measure a good timing for trading by going a little further than that. Therefore, this time, I would like to introduce one indicator that I place importance on when looking at the business cycle.
　This is the inventory cycle of FANUC (stock code: 6954), which handles FA (factory automation), robots, robo-machines, etc. I think FANUC's inventory cycle should be kept under control in order to capture the perfect buying timing near the bottom of the Nikkei Stock Average.

Well, Nidec is right, but FANUC is amazing.