It was a surprise decline wasn't it
The movement of falling interest rates towards a weaker dollar
The American economy has been falling steadily

It's tough, partly because of the appreciation of the yen
After all, when the yen appreciates, it will be tough for Japanese stocks...
Semiconductor-related sales are slightly low, partly due to semiconductor-related increases in US stocks...
The exchange rate has hardly moved today, so it would be nice if stock prices recovered even slightly later

I came back a little bit due to a draw in the front field
OK ② it's the policy interest rate announcement and Mr. Ueda's press conference.
Even if there is an interest rate hike, the market price will recover and move in the direction of depreciation of the yen if there are no further interest rate hikes
Bank stocks are being bought in the sector, driven by interest rate hikes.
Well, I'm looking forward to the backstage movements

Good morning
It was sold mainly to semiconductor-related markets... the slowdown in growth was disgusting due to Microsoft's financial results
I wonder if it's just something that can be sold... the amount of capital investment in AI is increasing, so Nbedia is expected to go up
As for the exchange rate, interest rate hikes at the Bank of Japan meeting were once again recognized due to leaked articles, and the yen appreciated
The front field for Nikkei today also seems weak
There is also a possibility that it will reverse with additional events after the meeting is announced...
The Bank of Japan decision meeting is at noon, so let's keep an eye out
Well then, it's hot today too, but let's enjoy the market price

The front field has been adjusted ~ it's probably moving towards today's Bank of Japan decision meeting
Interest rate hikes have been inserted, so if there is no interest rate hike, the yen will depreciate and Nikkei will rise again...
If there is an interest rate hike or if the purchase amount of government bonds is drastically reduced, the yen will continue to appreciate and Nikkei may weaken...
It seems that many yen buying positions have already been liquidated, but whether yen sales will begin again depends on this meeting
Let's aim bluntly at shopping places without worrying

Good morning
There is no movement in the market price ahead of Big Tech's financial results, and there is a wait-and-see mood.
Microsoft's financial results will come out tomorrow morning in Japan time, so be careful
Microsoft is also paying huge costs when it comes to AI, so if profits are being pressured here, there is a possibility that other Big Tech will be sold together
You can see the weakness that the current market price will quickly fall if there is even a little bad news, so let's raise the alert level
Conversely, in the case of strong financial results, the buyback movement will intensify
The Bank of Japan's decision meeting will begin today, so late-night leak articles may affect exchange rates...
A fun market is about to begin
It's hot today too, but let's enjoy the market

A rebound of just under 2% of what was sold slightly in the second half
It's a beautiful green for the first time in a long time even if it's not all green
If you look at places where buybacks are occurring not only in semiconductor-related matters that were sold, but also in other sectors, it's probably an index (futures) transaction
Note that in the case of futures trading, this rebound will be quickly reversed
Let's keep an eye on the backstage movements

Good morning
OK ② Big Tech's financial results are coming out one after another
And is there a temporary backlash this week?
Nikkei futures have already risen by 1.8%
It's definitely going to be a busy week
In the unlikely event that financial results fall and it seems like it's going down, I think it's an opportunity to buy more over time
Let's enjoy the market this week
[This Week's Economic Indicators]
7/31 Bank of Japan Decision Meeting (will there be interest rate hikes?)
8/1 ISM Manufacturing Business Index
8/2 Employment Statistics

Good morning
There is a Bank of Japan decision meeting next week, and interest rate hikes have been inserted, so the yen may appreciate once again, but the yen will depreciate again when the event on the 31st passes
I wonder if Nikkei will easily rise from there due to the depreciation of the yen
There are employment statistics for US stocks as Big Tech's financial results continue, so depending on that, I wonder if they will continue to decline or rebound
We will carefully select additional stocks to buy in August and September, taking into account the summer-withering marketOf course crypto assets too

Good morning
After all, there was a backlash yesterday. However, there's still sales pressure left on the Mag7
I wonder if the range market will be next week... and if developments continue to be heavy on the upper price and dig deep into the lower price once again and there is a strong backlash, then the upward market will start
The exchange also rebounded in cross yen
If the dollar yen falls out of 155 yen, go to a 158 yen trial
Employment statistics are important next week, aren't they?
There may be concerns about a recession if the unemployment rate rises rapidly or employment seems to drop drastically... even if you look at the current number of unemployment insurance claims, it hasn't increased that much, so there's still no need to worry
I'm paying attention to employment statistics ⚠