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Global stock markets are under significant downward pressure at the beginning of the fiscal season. Meanwhile, Donald Trump's election campaign and support for cryptocurrencies (virtual currency) greatly boosted Bitcoin. In the US stock market on the 24th, Bitcoin remained almost flat and remained at 65,900 dollars,The NASDAQ and S&P 500 stock price indicesRecord a significant decline since 2022/12I did it.
As a result, Bitcoin and global stock market movementsThere is a divergence. Over the past month, BitcoinAn increase of approximately 11%Whereas, what is the rate of increase in the global stock marketless than 2%It stayed at. Sean McNulty, head of the trading department at Arbelos Markets“Bitcoin is now becoming a symbol of Trump's victory. Meanwhile, when it comes to stocks, Trump trades don't have such clear winners and losers.” According to Bloomberg, the 30-day correlation coefficient between Bitcoin and the MSCI World Stock IndexMinus 0.20It dropped to This is a very rare situation, and this indicator has usually shown positive values since 2020. If this indicator is plus 1, then...
As a result, Bitcoin and global stock market movementsThere is a divergence. Over the past month, BitcoinAn increase of approximately 11%Whereas, what is the rate of increase in the global stock marketless than 2%It stayed at. Sean McNulty, head of the trading department at Arbelos Markets“Bitcoin is now becoming a symbol of Trump's victory. Meanwhile, when it comes to stocks, Trump trades don't have such clear winners and losers.” According to Bloomberg, the 30-day correlation coefficient between Bitcoin and the MSCI World Stock IndexMinus 0.20It dropped to This is a very rare situation, and this indicator has usually shown positive values since 2020. If this indicator is plus 1, then...
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This article uses automatic translation for some of its parts
Bitcoin seems to have stumbled since the beginning of June. $Bitcoin(BTC.CC$ The price is still on a downward trend at the moment, falling 17% in the past month, and reaching its lowest level since 2024/2.
Since the US Consumer Price Index (CPI) for June was announced yesterday, the probability of betting on September interest rate cuts has risen to close to 100% in the market. The Bitcoin price initially soared to close to 60,000 dollars, then fell, and is currently trading around 57,000 dollars.
Since bitcoins were cut in half on 4/20, bitcoins have fluctuated. Meanwhile, if you look at the 1-year trend after the past 3 Bitcoin half-lives, Bitcoin tends to rise significantly after the half-life period and fluctuates for about 4 months. If this trend continues, there is a possibility that Bitcoin will turn upward towards the end of summer.
Reasons for the decline
As a reason for this decline, some Bitcoin miners sold part of their token inventory to reinforce their finances since Bitcoin network mining incentives were cut in half in April...
Bitcoin seems to have stumbled since the beginning of June. $Bitcoin(BTC.CC$ The price is still on a downward trend at the moment, falling 17% in the past month, and reaching its lowest level since 2024/2.
Since the US Consumer Price Index (CPI) for June was announced yesterday, the probability of betting on September interest rate cuts has risen to close to 100% in the market. The Bitcoin price initially soared to close to 60,000 dollars, then fell, and is currently trading around 57,000 dollars.
Since bitcoins were cut in half on 4/20, bitcoins have fluctuated. Meanwhile, if you look at the 1-year trend after the past 3 Bitcoin half-lives, Bitcoin tends to rise significantly after the half-life period and fluctuates for about 4 months. If this trend continues, there is a possibility that Bitcoin will turn upward towards the end of summer.
Reasons for the decline
As a reason for this decline, some Bitcoin miners sold part of their token inventory to reinforce their finances since Bitcoin network mining incentives were cut in half in April...
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In Japan, where the depreciation of the yen is progressing, the Bank of Japan is measuring the timing of additional interest rate hikes, but outside of Japan, it is shifting to a mode of cutting interest rates globally,Foreign bond investmentsIsn't it okay to keep an eye on it?Among overseas bond ETFs, there are many stocks that have recently updated their high prices since listing。
The characteristic of bond investment compared to stocks is that while stable yields (dividends) can be obtained, price fluctuations are small, so expectations for price increases are slim. However, due to interest rate cutsSince bond prices rise when interest rates decline, not only conventional income gains, but also capital gains can be expected. Furthermore, in the futureIf the depreciation of the yen continues, exchange gains will also be added, so overseas bond ETFs are in an “unrivaled” stateThere is a possibility that it will
So, from 2023/7Stocks where the return on investment (annual dividend interest rate dividend+year-to-date gain/fall rate - trust remuneration) for the most recent 1 year has exceeded 10%I will pick it up. Of these,3 bond ETF stocks that can be invested under the new NISA growth investment quotaand5 monthly distribution dollar-denominated bond stocks listed on the US market (2 types: risk suppression type and high yield type)Introducing...
The characteristic of bond investment compared to stocks is that while stable yields (dividends) can be obtained, price fluctuations are small, so expectations for price increases are slim. However, due to interest rate cutsSince bond prices rise when interest rates decline, not only conventional income gains, but also capital gains can be expected. Furthermore, in the futureIf the depreciation of the yen continues, exchange gains will also be added, so overseas bond ETFs are in an “unrivaled” stateThere is a possibility that it will
So, from 2023/7Stocks where the return on investment (annual dividend interest rate dividend+year-to-date gain/fall rate - trust remuneration) for the most recent 1 year has exceeded 10%I will pick it up. Of these,3 bond ETF stocks that can be invested under the new NISA growth investment quotaand5 monthly distribution dollar-denominated bond stocks listed on the US market (2 types: risk suppression type and high yield type)Introducing...
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This article uses automatic translation for some of its parts
Since the beginning of the year 2024,The US dollar rose more than 14% against the Japanese yenThen, at its peak, it had risen to 161 yen.
Due to this situation, the aspect of avoiding depreciation of the yen is also taken into account in investing in US stocks in Japan.
What is the year-to-date rate of increase in dollars in 2024 $S&P 500 Index(.SPX.US$ is 15.55%, $NASDAQ 100 Index(.NDX.US$ is 18.73%. $Nikkei 225(.N225.JP$ 19.42% over the same period, $TOPIX(.TOPIX.JP$ has risen 19.09%. With thisIt may seem that the Japanese market is outperforming, but considering the depreciation of the yen, it can be seen that the opposite is true。
According to Moomoo's calculation, the yen structure as of the beginning of 2024 $S&P 500 Index(.SPX.US$ with $NASDAQ 100 Index(.NDX.US$ What is the rate of increaseAt 31.77% and 35.41%, respectively, they significantly surpassed the Japanese marketIt's there.
Moomoo invests in Japan...
Since the beginning of the year 2024,The US dollar rose more than 14% against the Japanese yenThen, at its peak, it had risen to 161 yen.
Due to this situation, the aspect of avoiding depreciation of the yen is also taken into account in investing in US stocks in Japan.
What is the year-to-date rate of increase in dollars in 2024 $S&P 500 Index(.SPX.US$ is 15.55%, $NASDAQ 100 Index(.NDX.US$ is 18.73%. $Nikkei 225(.N225.JP$ 19.42% over the same period, $TOPIX(.TOPIX.JP$ has risen 19.09%. With thisIt may seem that the Japanese market is outperforming, but considering the depreciation of the yen, it can be seen that the opposite is true。
According to Moomoo's calculation, the yen structure as of the beginning of 2024 $S&P 500 Index(.SPX.US$ with $NASDAQ 100 Index(.NDX.US$ What is the rate of increaseAt 31.77% and 35.41%, respectively, they significantly surpassed the Japanese marketIt's there.
Moomoo invests in Japan...
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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 325.53 yen lower than the previous business day
● Inflation expectations are at a record high, boosting the Bank of Japan's July interest rate hike - prices are high due to the depreciation of the yen
● The focus of the “depreciation of the yen for the first time in 37 and a half years” due to the fall of the Nikkei average is not benefiting export companies but concerns about the domestic economy
●How do you look at the depreciation of the yen for the first time in 37 and a half years “no intervention effect” and “even in the 170 yen range”
● SoftBank G invests in Perplexity with a valuation of 3 billion dollars - stakeholders
● Toyota surpassed the previous year in May global sales for the first time in 4 months, and production split for 4 consecutive months due to China
● Hitachi's total market capitalization surpasses Sony G for the first time in 9 years and evolves into AI x electric power stocks
● Attention to the handle: $Toyota Motor(7203.JP$、 $Hitachi(6501.JP$、 $Nitori Holdings(9843.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$etc...
●The Nikkei Average ended 325.53 yen lower than the previous business day
● Inflation expectations are at a record high, boosting the Bank of Japan's July interest rate hike - prices are high due to the depreciation of the yen
● The focus of the “depreciation of the yen for the first time in 37 and a half years” due to the fall of the Nikkei average is not benefiting export companies but concerns about the domestic economy
●How do you look at the depreciation of the yen for the first time in 37 and a half years “no intervention effect” and “even in the 170 yen range”
● SoftBank G invests in Perplexity with a valuation of 3 billion dollars - stakeholders
● Toyota surpassed the previous year in May global sales for the first time in 4 months, and production split for 4 consecutive months due to China
● Hitachi's total market capitalization surpasses Sony G for the first time in 9 years and evolves into AI x electric power stocks
● Attention to the handle: $Toyota Motor(7203.JP$、 $Hitachi(6501.JP$、 $Nitori Holdings(9843.JP$、 $Mitsubishi UFJ Financial Group(8306.JP$etc...
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