Table of Contents
✅Factors leading to SVB's failure.
✅Reasons why FRB is resilient to bond price declines.
✅What is the amortized cost method?
This challenging diagram is finally in its final episode.
The reason why the FRB is not in a hurry to lower interest rates due to deficits is not a crisis.
I finally feel satisfied with this study.
I would be grateful if it could be helpful to everyone.
✅Factors leading to SVB's failure.
✅Reasons why FRB is resilient to bond price declines.
✅What is the amortized cost method?
This challenging diagram is finally in its final episode.
The reason why the FRB is not in a hurry to lower interest rates due to deficits is not a crisis.
I finally feel satisfied with this study.
I would be grateful if it could be helpful to everyone.
Translated
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Table of Contents
✅Government response when there is a shortage of deposits.
✅What is the debt ceiling?
✅What is the fiscal responsibility bill?
This time, we will discuss the topics that became popular in 2023.
Regarding the technical default of US Treasury bonds
Let's organize the mechanism and current situation.
I hope this can be helpful to all of you.
✅Government response when there is a shortage of deposits.
✅What is the debt ceiling?
✅What is the fiscal responsibility bill?
This time, we will discuss the topics that became popular in 2023.
Regarding the technical default of US Treasury bonds
Let's organize the mechanism and current situation.
I hope this can be helpful to all of you.
Translated
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Table of Contents
✅Interest payments on bonds held by financial institutions.
✅Interest payments arising from transactions with financial institutions.
✅Supplementing government deposits.
In the 2023 financial statement, the FRB recorded its largest ever deficit of 114.3 billion dollars.
So I was wondering if it's okay, and I'm in the process of creating an illustration.
Let's take a look at the impact of rate hikes and quantitative tightening from the inside out.
✅Interest payments on bonds held by financial institutions.
✅Interest payments arising from transactions with financial institutions.
✅Supplementing government deposits.
In the 2023 financial statement, the FRB recorded its largest ever deficit of 114.3 billion dollars.
So I was wondering if it's okay, and I'm in the process of creating an illustration.
Let's take a look at the impact of rate hikes and quantitative tightening from the inside out.
Translated
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Table of Contents
Where does the profit go when the Federal Reserve Bank (FRB) is in surplus?
What happens to the dividends when the Federal Reserve Bank (FRB) is in deficit?
Main reasons why the Federal Reserve Bank (FRB) is currently in deficit
In the 2023 financial statements, the FRB posted a record high deficit of $114.3 billion. I was concerned, so I am creating a diagram.
I will explain it in multiple parts, so please look forward to it.
Where does the profit go when the Federal Reserve Bank (FRB) is in surplus?
What happens to the dividends when the Federal Reserve Bank (FRB) is in deficit?
Main reasons why the Federal Reserve Bank (FRB) is currently in deficit
In the 2023 financial statements, the FRB posted a record high deficit of $114.3 billion. I was concerned, so I am creating a diagram.
I will explain it in multiple parts, so please look forward to it.
Translated
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After the FOMC meeting, speculation of a rate cut in March has decreased, but earnings reports for large cap stocks continue.
The current stock market is focused on the growth of the AI field.
It will be interesting to see how much impact the AI model "Gemini" and the provision of AI models on AWS will have on the business.
We have roughly outlined the previous earnings and the strengths of Amazon.
Please use this as a pre-study before the earnings announcement.
▼Growth gears of Amazon
▼About the main business
▼Amazon is also increasing revenue through the provision of sales networks
▼What is the destiny of retail trade, "CCC"?
▼Reasons why Amazon leads the retail trade in CCC
The excellence of CCC also affects working capital.
Comparison of Amazon's AWS and Microsoft's Azure.
The current stock market is focused on the growth of the AI field.
It will be interesting to see how much impact the AI model "Gemini" and the provision of AI models on AWS will have on the business.
We have roughly outlined the previous earnings and the strengths of Amazon.
Please use this as a pre-study before the earnings announcement.
▼Growth gears of Amazon
▼About the main business
▼Amazon is also increasing revenue through the provision of sales networks
▼What is the destiny of retail trade, "CCC"?
▼Reasons why Amazon leads the retail trade in CCC
The excellence of CCC also affects working capital.
Comparison of Amazon's AWS and Microsoft's Azure.
Translated
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FOMC is over, and speculations of interest rate cuts in March have declined, but financial results for large stocks continue
There is also a lot of bad news, such as iPhone regulations in China, but what is the impact on financial results?
Because the US stock market is susceptible to large stocks such as Apple and Microsoft
Be sure to look at individual stocks even if you don't have them.
Here's a rough illustration of the previous financial results, main businesses, and strengths
Please use it to prepare for tomorrow's financial results.
▼ Previous sales composition ratio
▼About product and service costs and production
▼About the dispersion of production bases
▼ About Apple's strength “CCC”
▼About Apple's Choice and Concentration to Improve CCC
▼ Results of selection and concentration About Apple's “CCC” with improved results
There is also a lot of bad news, such as iPhone regulations in China, but what is the impact on financial results?
Because the US stock market is susceptible to large stocks such as Apple and Microsoft
Be sure to look at individual stocks even if you don't have them.
Here's a rough illustration of the previous financial results, main businesses, and strengths
Please use it to prepare for tomorrow's financial results.
▼ Previous sales composition ratio
▼About product and service costs and production
▼About the dispersion of production bases
▼ About Apple's strength “CCC”
▼About Apple's Choice and Concentration to Improve CCC
▼ Results of selection and concentration About Apple's “CCC” with improved results
Translated
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If you know each term beforehand when watching Chairman Powell's press conference or news after the FOMC, your level of understanding will explode.
Summarize over 20 terms that I have illustrated over 2 years
I hope it will be helpful to everyone.
▼ blog post
[Illustrated explanation of FOMC's frequent terms] A rough explanation of the monetary policy announced by the Federal Reserve | Ponta Hideyoshi ~Blog illustrating investment~
Summarize over 20 terms that I have illustrated over 2 years
I hope it will be helpful to everyone.
▼ blog post
[Illustrated explanation of FOMC's frequent terms] A rough explanation of the monetary policy announced by the Federal Reserve | Ponta Hideyoshi ~Blog illustrating investment~
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table of contents
✅ What is a primary dealer
✅ What is PDCF
✅ The difference between SRF and PDCF
Since it was permanently established in 2021/7, it is an indicator that has received little attention, but recently I've been hearing the name a lot, so I illustrated it for the FOMC for my own study.
I hope it will be helpful to everyone
✅ What is a primary dealer
✅ What is PDCF
✅ The difference between SRF and PDCF
Since it was permanently established in 2021/7, it is an indicator that has received little attention, but recently I've been hearing the name a lot, so I illustrated it for the FOMC for my own study.
I hope it will be helpful to everyone
Translated
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This time's theme
✅ Limitations of risk management
✅ Commodity swap transactions
✅ Transaction Overview
I am illustrating what kind of transactions are actually being made in the crude oil market while organizing and unraveling transaction details
I hope it will be helpful to everyone.
✅ Limitations of risk management
✅ Commodity swap transactions
✅ Transaction Overview
I am illustrating what kind of transactions are actually being made in the crude oil market while organizing and unraveling transaction details
I hope it will be helpful to everyone.
Translated
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The US CPI (Consumer Price Index) will be announced tonight at 22:30, but let's take a look at the aggregation targets now.
I also made an illustration of PCE, which is easy to confuse, so I'll post it.
I hope it will be helpful to everyone.
I also made an illustration of PCE, which is easy to confuse, so I'll post it.
I hope it will be helpful to everyone.
Translated
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