揚げ物
reacted to
How long the celebratory mood will continue in the US financial market - valuation is the challenge.
How long will the celebration mode continue in the US financial market - valuation is the challenge
Date and Time of Update: September 21, 2024 11:50 JST (partial excerpt)
The US financial authorities, which have taken easing measures, are supporting the economic outlook
Stock and bond prices exceed levels at the start of the past 14 easing phases - model
For Wall Street traders who appear to be increasingly inclined towards speculative trading, the 0.5 percentage point rate cut by US financial authorities is proof of the correctness of such trading attitudes.
However, as US financial authorities who have taken easing measures support the economic outlook, valuation, which is another variable that moves the market, has emerged as a greater challenge in determining how long the market's celebratory mood will continue.
This week, the actions of central banks have been resolved in favor of the bullish camp. US stocks have reached new all-time highs, commodity prices have surged again, and volatility in the US bond market has decreased. The two-week rate of increase in the Nasdaq 100 Index was the highest since November last year. Concerns in the market about whether the US financial authorities took too long to end their two-year fight against inflation restraint have been dispelled.
Date and Time of Update: September 21, 2024 11:50 JST (partial excerpt)
The US financial authorities, which have taken easing measures, are supporting the economic outlook
Stock and bond prices exceed levels at the start of the past 14 easing phases - model
For Wall Street traders who appear to be increasingly inclined towards speculative trading, the 0.5 percentage point rate cut by US financial authorities is proof of the correctness of such trading attitudes.
However, as US financial authorities who have taken easing measures support the economic outlook, valuation, which is another variable that moves the market, has emerged as a greater challenge in determining how long the market's celebratory mood will continue.
This week, the actions of central banks have been resolved in favor of the bullish camp. US stocks have reached new all-time highs, commodity prices have surged again, and volatility in the US bond market has decreased. The two-week rate of increase in the Nasdaq 100 Index was the highest since November last year. Concerns in the market about whether the US financial authorities took too long to end their two-year fight against inflation restraint have been dispelled.
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揚げ物
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The CPI growth rate was as expected at 2.5%, but the 20-year government bond yield rose slightly.
The core inflation rate has also risen slightly.
Everyone, how much do you think Powell will lower the interest rate on the 18th?
Will it be lowered by 0.25% or 0.50%?
The core inflation rate has also risen slightly.
Everyone, how much do you think Powell will lower the interest rate on the 18th?
Will it be lowered by 0.25% or 0.50%?
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揚げ物
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$USD/JPY (USDJPY.FX)$ In the end, the stock fell and the yen strengthened. It ended in 30 minutes.
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揚げ物
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$NVIDIA (NVDA.US)$
If there is even a small recovery, the stock price will skyrocket.
Even if it's bad, it will skyrocket after passing an important event.
If there is even a small recovery, the stock price will skyrocket.
Even if it's bad, it will skyrocket after passing an important event.
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揚げ物
liked
$USD/JPY (USDJPY.FX)$
There's not much benefit to the current japan with a strong yen.
It's practically like the yen has collapsed...
Isn't it a rapid fluctuation for it to drop by 1 yen per day, Ministry of Finance?!
There's not much benefit to the current japan with a strong yen.
It's practically like the yen has collapsed...
Isn't it a rapid fluctuation for it to drop by 1 yen per day, Ministry of Finance?!
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$USD/JPY (USDJPY.FX)$
He always says something when the yen weakens.
I hope I won't turn into a wolf boy.
He always says something when the yen weakens.
I hope I won't turn into a wolf boy.
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$NVIDIA (NVDA.US)$
According to Jensen Huang, the CEO of Nvidia, Blackwell has completed the mask change for yield improvement and has already started sample shipments and production. Blackwell is expected to generate billions of dollars in sales in the fourth quarter. It is expected to increase production next year. A mask is a basic blueprint for burning circuits on the surface of a chip to give it functionality. The yield has improved not due to design flaws, but by making minor adjustments.
The market is not satisfied with Blackwell's billions of dollars in sales and is seeking more detailed revenue, which is leading to uncertainty. In addition, Super Micro Computer, a major customer of Nvidia, has become a target of short-selling funds, and the delay in submitting its annual report is also causing a decline in stock prices.
According to Jensen Huang, the CEO of Nvidia, Blackwell has completed the mask change for yield improvement and has already started sample shipments and production. Blackwell is expected to generate billions of dollars in sales in the fourth quarter. It is expected to increase production next year. A mask is a basic blueprint for burning circuits on the surface of a chip to give it functionality. The yield has improved not due to design flaws, but by making minor adjustments.
The market is not satisfied with Blackwell's billions of dollars in sales and is seeking more detailed revenue, which is leading to uncertainty. In addition, Super Micro Computer, a major customer of Nvidia, has become a target of short-selling funds, and the delay in submitting its annual report is also causing a decline in stock prices.
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