📉 S&P 500 drops by 1.76%, dollar/yen sees yen appreciation! What is happening in the market?
On March 4, 2025, the announcement by President Trump to hike tariffs on Chinese products coincided with concerns over a slowdown in the USA economy, causing turmoil in global financial markets!
The S&P 500 Index plummeted by 1.76% compared to the previous day, and in the foreign exchange market, there was a move towards yen buying as a risk-averse measure, with the dollar/yen reaching the 148 yen range!
What should individual investors do now amid market turmoil?
✅ Selling of tech and export-related stocks is accelerating! What will the future trend be?
✅ Is investing in Gold effective for risk hedging?
✅ The Nikkei Average's Resistance line is 37,000 yen – whether it can be maintained is key!
📊 26 Analysts have thoroughly analyzed the latest market trends!
Points that are useful for investment decisions have been summarized. Please check it out now!
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📈 USA Market: The impact of tariff increases on the economy.
Comments from Chief Analyst G of the USA Market.
📉 Manufacturing Sector hit! Possibility of worsened corporate performance.
📉 Investor sentiment deteriorates, further decline risk for S&P 500 and Nasdaq.
📉 Potential inflow of funds into defense-related stocks and energy stocks...
On March 4, 2025, the announcement by President Trump to hike tariffs on Chinese products coincided with concerns over a slowdown in the USA economy, causing turmoil in global financial markets!
The S&P 500 Index plummeted by 1.76% compared to the previous day, and in the foreign exchange market, there was a move towards yen buying as a risk-averse measure, with the dollar/yen reaching the 148 yen range!
What should individual investors do now amid market turmoil?
✅ Selling of tech and export-related stocks is accelerating! What will the future trend be?
✅ Is investing in Gold effective for risk hedging?
✅ The Nikkei Average's Resistance line is 37,000 yen – whether it can be maintained is key!
📊 26 Analysts have thoroughly analyzed the latest market trends!
Points that are useful for investment decisions have been summarized. Please check it out now!
---
📈 USA Market: The impact of tariff increases on the economy.
Comments from Chief Analyst G of the USA Market.
📉 Manufacturing Sector hit! Possibility of worsened corporate performance.
📉 Investor sentiment deteriorates, further decline risk for S&P 500 and Nasdaq.
📉 Potential inflow of funds into defense-related stocks and energy stocks...
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Columns Live Stock News: Chips Falling Alongside Crypto Despite Trump Money News-- the Honeymoon is Over
Happy Monday investors, it's the first trading day of March, the third. The market was lower, sitting right at the one-hundred-day moving average. Nvidia is falling, while the rest of the Magnificent Seven attempts to halt its week-long drop in to the correction zone. But that was not the biggest news moving through our community, let's check in with the live stock news, or you'll never see the whole ...
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1. Factors behind this USA stock market sharp decline
💡 The deterioration of short-term market sentiment is the main factor
The current decline is determined to be caused more by a temporary deterioration in sentiment rather than a collapse of fundamentals.
✅ There are three main factors: 1️⃣ Deterioration of economic Indicators → Sharp drop in the USA Consumer Confidence Index.
2️⃣ Concern about corporate performance → Caution before NVIDIA's earnings report, questions about the sustainability of the AI boom.
3️⃣ Policy risk → Possibility of trade tariffs and AI export regulations by the Trump administration.
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2. Analysis of Future Scenarios
📈 Bullish scenario (50% probability)
Although the USA economy is slowing down, it is still on a growth trajectory.
The Federal Reserve (USA Federal Reserve Board) will implement interest rate cuts by June → Stock prices will recover.
AI and high-tech stocks are being reassessed, leading to a rebound led by NASDAQ.
➡ Market dip buying has occurred, and a rebound began in mid-March.
➡ S&P 500 fluctuates in the range of 5000 to 5200 points.
📉 Bearish scenario (30% probability).
Deterioration in consumer sentiment spills over into the real economy → downward pressure on corporate performance.
The delay in interest rate cuts by the Federal Reserve has led to high interest rates remaining.
💡 The deterioration of short-term market sentiment is the main factor
The current decline is determined to be caused more by a temporary deterioration in sentiment rather than a collapse of fundamentals.
✅ There are three main factors: 1️⃣ Deterioration of economic Indicators → Sharp drop in the USA Consumer Confidence Index.
2️⃣ Concern about corporate performance → Caution before NVIDIA's earnings report, questions about the sustainability of the AI boom.
3️⃣ Policy risk → Possibility of trade tariffs and AI export regulations by the Trump administration.
---
2. Analysis of Future Scenarios
📈 Bullish scenario (50% probability)
Although the USA economy is slowing down, it is still on a growth trajectory.
The Federal Reserve (USA Federal Reserve Board) will implement interest rate cuts by June → Stock prices will recover.
AI and high-tech stocks are being reassessed, leading to a rebound led by NASDAQ.
➡ Market dip buying has occurred, and a rebound began in mid-March.
➡ S&P 500 fluctuates in the range of 5000 to 5200 points.
📉 Bearish scenario (30% probability).
Deterioration in consumer sentiment spills over into the real economy → downward pressure on corporate performance.
The delay in interest rate cuts by the Federal Reserve has led to high interest rates remaining.
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1.1 Stocks Market
USA Stocks Market: The overall movement in February was stable, but a notable decline in Semiconductors-related stocks was observed toward the end of the month. In particular, NVIDIA's earnings fell short of market Financial Estimates, causing the Philadelphia Semiconductor Index to drop by 6%.
In the Japanese Stock Market, the Nikkei Stock Average fluctuated in the range of 37,000 yen, but due to the influence of falling US stocks, it decreased, particularly in semiconductor-related stocks.
1.2 Foreign Exchange Market
Dollar/Yen Exchange Rate: In February, a trend of yen appreciation was observed. Expectations of additional interest rate hikes by the Bank of Japan and the decline of US tech stocks promoted yen appreciation and dollar depreciation.
1.3 Gold Market
Gold prices remained firm due to rising demand for Gold as a safe asset amid inflation concerns and market uncertainties.
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🔮 2. Market outlook for March 2025.
2.1 Stock Market
USA Stock Market: Citi forecasts that the global stock market will rise by 10% by the end of 2025. In particular, an increase in corporate earnings is expected in the USA and Emerging Markets.
Japan Stock Market: The Nikkei index is expected to aim for 40,000 yen as overseas investors continue to Buy. However, the USA's trade policies and...
USA Stocks Market: The overall movement in February was stable, but a notable decline in Semiconductors-related stocks was observed toward the end of the month. In particular, NVIDIA's earnings fell short of market Financial Estimates, causing the Philadelphia Semiconductor Index to drop by 6%.
In the Japanese Stock Market, the Nikkei Stock Average fluctuated in the range of 37,000 yen, but due to the influence of falling US stocks, it decreased, particularly in semiconductor-related stocks.
1.2 Foreign Exchange Market
Dollar/Yen Exchange Rate: In February, a trend of yen appreciation was observed. Expectations of additional interest rate hikes by the Bank of Japan and the decline of US tech stocks promoted yen appreciation and dollar depreciation.
1.3 Gold Market
Gold prices remained firm due to rising demand for Gold as a safe asset amid inflation concerns and market uncertainties.
---
🔮 2. Market outlook for March 2025.
2.1 Stock Market
USA Stock Market: Citi forecasts that the global stock market will rise by 10% by the end of 2025. In particular, an increase in corporate earnings is expected in the USA and Emerging Markets.
Japan Stock Market: The Nikkei index is expected to aim for 40,000 yen as overseas investors continue to Buy. However, the USA's trade policies and...
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$AEON (8267.JP)$ ### AEON's Latest Performance Report: Steady Growth of the Retail Giant
On July 13, 2024, AEON Corporation, Japan's largest retailer, announced its performance for the first quarter of the fiscal year ending in February 2025, demonstrating steady growth. The following are the main points:
#### Increase in Revenue
In the first quarter, Aeon's revenue increased compared to the same period last year. In particular, the growth of the food division and online sales was remarkable, as a result of successful strategies that met consumer demand. Online sales have continued to grow even after the pandemic, and the company's digitalization strategy has been successful.
#### Expansion of Profit
Operating profit also improved compared to the same period last year. Thorough cost management and efficient operations contributed to the improvement in profit margins. In particular, the reduction of logistics costs and the streamlining of store operations were important factors.
#### Successful Overseas Expansion
Aeon's overseas business was also strong. Successful new store openings and product launches tailored to local needs contributed to the increase in revenue, particularly in the Asian market. Market share expansion in China and Southeast Asia was remarkable, and further growth is expected.
#### ...
On July 13, 2024, AEON Corporation, Japan's largest retailer, announced its performance for the first quarter of the fiscal year ending in February 2025, demonstrating steady growth. The following are the main points:
#### Increase in Revenue
In the first quarter, Aeon's revenue increased compared to the same period last year. In particular, the growth of the food division and online sales was remarkable, as a result of successful strategies that met consumer demand. Online sales have continued to grow even after the pandemic, and the company's digitalization strategy has been successful.
#### Expansion of Profit
Operating profit also improved compared to the same period last year. Thorough cost management and efficient operations contributed to the improvement in profit margins. In particular, the reduction of logistics costs and the streamlining of store operations were important factors.
#### Successful Overseas Expansion
Aeon's overseas business was also strong. Successful new store openings and product launches tailored to local needs contributed to the increase in revenue, particularly in the Asian market. Market share expansion in China and Southeast Asia was remarkable, and further growth is expected.
#### ...
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To make your US stock investment more accessible, MOOMOO Securities has introduced the "micro US Stocks (Fractional Stocks)" service, which can be traded from 1 US dollar. has been newly introduced!
Even for those new to investing or those hoping to invest small amounts, you can now easily start investing in US stocks.
What are micro cap stocks in the US?
Normally, trading US stocks is based on trading in units of one share, but with micro cap US stocksInvesting is possible with less than one share, starting from one dollar!Order placement includesSpecifying the number of sharesandSpecifying the amountCan be selected.
Specifying the number of shares: Purchase is possible from 0.0001 shares.
For stocks with a price of 1 dollar or more, you can buy from 0.01 shares.You can buy from 0.01 shares.Additionally, concurrent ordering of single unit physical stocks is possible (market and limit orders only).
Specifying the amount：1 DollarCan be purchased from.
Now, receive a 500 yen cash back on your first U.S. stock trade! Check it out now >>
The appeal of micro US stocks (fractional stocks)
With industry-leading* trading fees of 0.132% (including tax), and 0 yen for NISA growth accounts!Even if there is a surplus of the growth investment quota in NISA,Aim for full utilization up to the limit!
Begin with beginner-friendly experiential investmentsStart investing with a smaller amount, and...
Even for those new to investing or those hoping to invest small amounts, you can now easily start investing in US stocks.
What are micro cap stocks in the US?
Normally, trading US stocks is based on trading in units of one share, but with micro cap US stocksInvesting is possible with less than one share, starting from one dollar!Order placement includesSpecifying the number of sharesandSpecifying the amountCan be selected.
Specifying the number of shares: Purchase is possible from 0.0001 shares.
For stocks with a price of 1 dollar or more, you can buy from 0.01 shares.You can buy from 0.01 shares.Additionally, concurrent ordering of single unit physical stocks is possible (market and limit orders only).
Specifying the amount：1 DollarCan be purchased from.
Now, receive a 500 yen cash back on your first U.S. stock trade! Check it out now >>
The appeal of micro US stocks (fractional stocks)
With industry-leading* trading fees of 0.132% (including tax), and 0 yen for NISA growth accounts!Even if there is a surplus of the growth investment quota in NISA,Aim for full utilization up to the limit!
Begin with beginner-friendly experiential investmentsStart investing with a smaller amount, and...
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Columns 【Form 13F】 A major public disclosure of the institutions' portfolios as of the end of Q4 2024!
Major U.S. institutional investors have successively submitted Form 13F reports to the U.S. Securities and Exchange Commission (SEC), revealing their shareholding status and position sizes in U.S. stocks for the fourth quarter of this year.
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Buffett's Berkshire sold Citi and Bank of America, and increased holdings in OXY and Domino's Pizza.
According to Form 13F, Berkshire's Q4 13F reveals an investment balance of approximately 267 billion dollars, a slight increase from 266 billion dollars in the previous quarter.
As of the end of the fourth quarter, Berkshire's top five shareholdings are $Apple (AAPL.US)$、 $American Express (AXP.US)$、 $Bank of America (BAC.US)$、 $Coca-Cola (KO.US)$and $Chevron (CVX.US)$ Among them, Berkshire did not further reduce its shareholding in Apple.
Regarding buying more, Berkshire in the fourth quarter, $Occidental Petroleum (OXY.US)$、 $VeriSign (VRSN.US)$、 $Sirius XM (SIRI.US)$、 $Domino's Pizza (DPZ.US)$、 $Pool Corp (POOL.US)$Increasing the number of shareholdings...
According to Form 13F, Berkshire's Q4 13F reveals an investment balance of approximately 267 billion dollars, a slight increase from 266 billion dollars in the previous quarter.
As of the end of the fourth quarter, Berkshire's top five shareholdings are $Apple (AAPL.US)$、 $American Express (AXP.US)$、 $Bank of America (BAC.US)$、 $Coca-Cola (KO.US)$and $Chevron (CVX.US)$ Among them, Berkshire did not further reduce its shareholding in Apple.
Regarding buying more, Berkshire in the fourth quarter, $Occidental Petroleum (OXY.US)$、 $VeriSign (VRSN.US)$、 $Sirius XM (SIRI.US)$、 $Domino's Pizza (DPZ.US)$、 $Pool Corp (POOL.US)$Increasing the number of shareholdings...
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