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FRB rate cuts may be a sign of trouble in the US economy - Mr. Hartnett(some excerpts)
Interest rate cuts are likely to cause concerns about a hard landing — a tailwind for bonds?
US equity funds inflow for the 7th week — 4.6 billion dollars.
Bank of America (BoFA) strategists pointed out that interest rate cuts by the US Federal Reserve (FRB) may be a sign of trouble for the US economy.
Since October last year, US stocks have risen since the economy and corporate performance held up despite an environment of prolonged high interest rates. Investors expect the FRB to begin monetary easing before there is a major adverse effect on economic growth.
Interest rate cuts are likely to cause concerns about a hard landing — a tailwind for bonds?
US equity funds inflow for the 7th week — 4.6 billion dollars.
Bank of America (BoFA) strategists pointed out that interest rate cuts by the US Federal Reserve (FRB) may be a sign of trouble for the US economy.
Since October last year, US stocks have risen since the economy and corporate performance held up despite an environment of prolonged high interest rates. Investors expect the FRB to begin monetary easing before there is a major adverse effect on economic growth.
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Good morning to all moomoo users!
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average started at 38645.96 yen, 260.23 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2741.39, 10.51 points higher.
Top news
GDP fell 2.0% per annum from January to March, negative growth for the first time in 2 quarters
The preliminary gross domestic product (GDP) figures for the fiscal year ending January to March announced by the Cabinet Office on the 16th were actually seasonally adjusted values excluding the effects of price fluctuations decreased 0.5% from the previous fiscal year and 2.0% in terms of an annualized rate. This was negative growth for the first time in two quarters.
Bank of Japan interest rate hike stopped by 0.5%, prioritizing government bond purchases and reductions - US Alliance
Hashimoto Yusuke, portfolio manager of the major US asset management alliance Bernstein, believes that the Bank of Japan's interest rate hike will be limited by balance sheets that have expanded under cross-dimensional relaxation, and will remain at around 0.5%. The Bank of Japan prioritizes reduction in government bond purchases over interest rate hikes, and it is anticipated that the reduction will be decided as early as the June monetary policy meeting.
Mitsubishi UFJ - continued decline, final profit expected to increase 0.6% this fiscal year, but disgusted by the conservative outlook
...
Market Overview
Today's Nikkei Stock Average started at 38645.96 yen, 260.23 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) started at 2741.39, 10.51 points higher.
Top news
GDP fell 2.0% per annum from January to March, negative growth for the first time in 2 quarters
The preliminary gross domestic product (GDP) figures for the fiscal year ending January to March announced by the Cabinet Office on the 16th were actually seasonally adjusted values excluding the effects of price fluctuations decreased 0.5% from the previous fiscal year and 2.0% in terms of an annualized rate. This was negative growth for the first time in two quarters.
Bank of Japan interest rate hike stopped by 0.5%, prioritizing government bond purchases and reductions - US Alliance
Hashimoto Yusuke, portfolio manager of the major US asset management alliance Bernstein, believes that the Bank of Japan's interest rate hike will be limited by balance sheets that have expanded under cross-dimensional relaxation, and will remain at around 0.5%. The Bank of Japan prioritizes reduction in government bond purchases over interest rate hikes, and it is anticipated that the reduction will be decided as early as the June monetary policy meeting.
Mitsubishi UFJ - continued decline, final profit expected to increase 0.6% this fiscal year, but disgusted by the conservative outlook
...
Translated
![Starting with the Nikkei average rising by 260 yen, GDP fell 2.0% per annum from January to March, negative growth for the first time in 2 quarters](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240516/f1aac2dec24a409eabbc6b5c680b1759.png/thumb?area=105&is_public=true)
![Starting with the Nikkei average rising by 260 yen, GDP fell 2.0% per annum from January to March, negative growth for the first time in 2 quarters](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240516/112588552b0845b2813ac816ebb73e17.png/thumb?area=105&is_public=true)
![Starting with the Nikkei average rising by 260 yen, GDP fell 2.0% per annum from January to March, negative growth for the first time in 2 quarters](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240513/ce0a4b76f27541b083cf71a59461123c.png?area=105&is_public=true/thumb)
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I'm a little relieved to finally be in a state where the effects of interest rate hikes have come out
I think the soft landing is unprecedented, but I definitely want it to be achieved
A little bit of sadness is better than a lot of sadness, but it's a bit heartbreaking when you think that there are people who have had a hard time, but I want them to land well
I think the soft landing is unprecedented, but I definitely want it to be achieved
A little bit of sadness is better than a lot of sadness, but it's a bit heartbreaking when you think that there are people who have had a hard time, but I want them to land well
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Stocks have exploded, and stocks held have also turned positive compared to the previous day
Anyway, I can sleep with peace of mind today
Anyway, I can sleep with peace of mind today
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![Things changed with FOMC](https://sgsnsimg.moomoo.com/sns_client_feed/182519241/20240502/1714590085900-random6868-182519241-android-org.png/thumb?area=105&is_public=true)
![Things changed with FOMC](https://sgsnsimg.moomoo.com/sns_client_feed/182519241/20240502/1714590131005-random6631-182519241-android-org.png/thumb?area=105&is_public=true)
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Summers: “The yen can move in either direction” - exchange intervention is ineffective(some excerpts)
“The current dollar is extremely strong”, the bias of disinflation in the US economy
Rice interest rate cut, even if there is none this year, only a small amount - Mr. Summers
It is thought that the Japanese government and the Bank of Japan have recently implemented large-scale exchange intervention, but former US Treasury Secretary Summers stated that intervention as a means of moving exchange rates is ineffective.
“Considering the size of the capital market, it can be clearly said that intervention will have no effect even on the scale that Japan is said to have implemented it,” Summers said on Bloomberg Television. “This is because capital flows in the private sector are overwhelming due to their size,” he continued.
“The current dollar is extremely strong”, the bias of disinflation in the US economy
Rice interest rate cut, even if there is none this year, only a small amount - Mr. Summers
It is thought that the Japanese government and the Bank of Japan have recently implemented large-scale exchange intervention, but former US Treasury Secretary Summers stated that intervention as a means of moving exchange rates is ineffective.
“Considering the size of the capital market, it can be clearly said that intervention will have no effect even on the scale that Japan is said to have implemented it,” Summers said on Bloomberg Television. “This is because capital flows in the private sector are overwhelming due to their size,” he continued.
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US Mastercard's January-March 1 stock profit exceeded market expectations and consumption was strong
In the first quarter financial results announced by US credit card giant Mastercard (MA.N), opens new tab on the 1st, adjusted profit per share was 3.31 dollars, exceeding the market forecast of 3.24 dollars based on LSEG data. Net sales were 6.350 million dollars, up 10% from the same period last year.
Although the US Federal Reserve (FRB) still maintains financial tightening, wage increases and labor supply and demand continue to be tight, employment of card users is stable, and wallet strings are not tightened. This led to the company's strong performance.
HSBC analyst Saul Martinez evaluated “it doesn't look good, but it seems like a solid result” in a memo for customers.
In the first quarter financial results announced by US credit card giant Mastercard (MA.N), opens new tab on the 1st, adjusted profit per share was 3.31 dollars, exceeding the market forecast of 3.24 dollars based on LSEG data. Net sales were 6.350 million dollars, up 10% from the same period last year.
Although the US Federal Reserve (FRB) still maintains financial tightening, wage increases and labor supply and demand continue to be tight, employment of card users is stable, and wallet strings are not tightened. This led to the company's strong performance.
HSBC analyst Saul Martinez evaluated “it doesn't look good, but it seems like a solid result” in a memo for customers.
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US employment is still strong, and there is a possibility that confidence that the economy is not overheating will increase = Chicago Fed President(some excerpts)
President Goulsby of the US Chicago District Federal Reserve expressed the view on the 3rd that although the US employment statistics for April announced on the same day continued to be “steady,” there is a possibility that it has slowed to the extent that US Federal Reserve (FRB) officials strengthened their conviction that the economy is not overheated.
According to employment statistics for April, the number of people employed in the non-farm sector increased 175,000 from the previous month, and growth slowed more than expected from March.
President Goulsby of the US Chicago District Federal Reserve expressed the view on the 3rd that although the US employment statistics for April announced on the same day continued to be “steady,” there is a possibility that it has slowed to the extent that US Federal Reserve (FRB) officials strengthened their conviction that the economy is not overheated.
According to employment statistics for April, the number of people employed in the non-farm sector increased 175,000 from the previous month, and growth slowed more than expected from March.
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$Intel(INTC.US$
If dividends come out, it would be nice if they went up a little bit.
Intel To Go Ex-Dividend On May 6th, 2024 With 0.125 USD Dividend Per Share
If dividends come out, it would be nice if they went up a little bit.
Intel To Go Ex-Dividend On May 6th, 2024 With 0.125 USD Dividend Per Share
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The Bank of Japan at the monetary policy meeting held on the 26thMaintaining the current state of monetary policyI decided on it. The negative interest rate policy was lifted at the March meeting, and the view was expressed that the accommodative financial environment continues. As interest rates are maintained low, the interest rate difference with the United States remains open,Dollars to yen up to 156 yen at one timeThe low price has been updated.
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor(TM.US$The automobile industry represented by...
In part of the market, there was a view that 1 dollar = 155 yen was the government's “line of defense,” but the depreciation of the yen progressed to the latter half of the 156 yen range without any sign of exchange intervention. Mr. Okada Yusuke of Mitsubishi UFJ Trust and Banking said, “I thought there would be an intervention for 155 yen. At this rate, it could go as high as 160 yen,” he said.
The rapid depreciation of the yen has boosted Japanese stocks and attracted the inflow of funds from overseas into Japanese stocks. The ongoing depreciation of the yen strengthens exports, particularlyBenefiting major exporters of automobiles, electrical equipment, precision instruments, machinery, etc.It is anticipated that there is a possibility that it will result.“Advantages of the depreciation of the yen”The stocks are as follows.
If you look at the 2023 net profit rankings of Japanese listed companies,The performance of Japan's top companies has a big relationship with overseas earningsI'm doing it. In particular, $Toyota Motor(TM.US$The automobile industry represented by...
Translated
![The yen is at a 34-year low! Check out the list of stocks that will benefit now!](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240426/5d1ea93963444a59a5bab26ba999e85e.png/thumb?area=105&is_public=true)
![The yen is at a 34-year low! Check out the list of stocks that will benefit now!](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240626/1719378485474-7dfd7c98cd.png/thumb?area=105&is_public=true)
![The yen is at a 34-year low! Check out the list of stocks that will benefit now!](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240507/1715054175217-2e03bc1393.png/thumb?area=105&is_public=true)
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