破滅
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Well, the stock market from mid-July to late July was rough around the world. The Nikkei Stock Average (Zalaba basis) was sold to a high price of 0.04 million2426 yen on 7/11 and to a low of 0.03 million7611 yen on the 26th. It's a crash close to panic. The depreciation range is 4815 yen, and the rate of decline is 11.3%. Honestly, this is too low.
The market explains that “a reversal of the yen carry trade has occurred.” The most recent example of a “yen carry trade” is 2007. The yen depreciated 10% in this phase. If the yen appreciates 10% this time, we must be prepared for a level where 1 dollar = 145 yen.
However, we have determined that the yen will not appreciate that much in the near future. The reason for this is that compared to 2007, the balance of trade and services and foreign investment deficits are extremely different.
Currently, the yen depreciates by as much as 37 trillion yen. In addition to Trump candidate Trump's remarks to control the depreciation of the yen in the American presidential election, I think the Fed's interest rate cut in July and the Bank of Japan's interest rate hike were factored into the 10 yen appreciation here.
As for the current situation, the “secure tiger” has become suspicious, and the Bank of Japan Gold from 7/30 to 31...
The market explains that “a reversal of the yen carry trade has occurred.” The most recent example of a “yen carry trade” is 2007. The yen depreciated 10% in this phase. If the yen appreciates 10% this time, we must be prepared for a level where 1 dollar = 145 yen.
However, we have determined that the yen will not appreciate that much in the near future. The reason for this is that compared to 2007, the balance of trade and services and foreign investment deficits are extremely different.
Currently, the yen depreciates by as much as 37 trillion yen. In addition to Trump candidate Trump's remarks to control the depreciation of the yen in the American presidential election, I think the Fed's interest rate cut in July and the Bank of Japan's interest rate hike were factored into the 10 yen appreciation here.
As for the current situation, the “secure tiger” has become suspicious, and the Bank of Japan Gold from 7/30 to 31...
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破滅
commented on
This week's points
Japanese stocks are forecast to weaken this week. While the sense of caution that it is in the record high price range is smoldering through the recent rapid rise, there is also a strong sense of supremacy due to speculation about the good performance of domestic companies, and it seems like it will be a tug-of-war. However, as the rapid appreciation of the yen progresses,Expectations for an upturn in earnings for the current fiscal year are also becoming more likely to recede. According to the Bank of Japan's short-term corporate economic observation survey (tankan, June survey), the estimated exchange rate for companies this fiscal year is 144 yen 77 sen. If the appreciation of the yen progresses in the future, it is easy for expectations to improve performance to shrink, and if yen interest rates decline due to a retreat in Bank of Japan interest rate hike observations, it will work negatively on financial stocks.US economic indicators and financial results of leading semiconductor-related companies are in the spotlight this weekIt looks like it's going to happen.
In terms of semiconductor-related stocks, the 17th is Dutch equipment manufacturer's $ASML Holding (ASML.US)$The 18th is the largest contract manufacturing company $Taiwan Semiconductor (TSM.US)$(TSMC) and Japan's $Disco (6146.JP)$will be announced. that...
Japanese stocks are forecast to weaken this week. While the sense of caution that it is in the record high price range is smoldering through the recent rapid rise, there is also a strong sense of supremacy due to speculation about the good performance of domestic companies, and it seems like it will be a tug-of-war. However, as the rapid appreciation of the yen progresses,Expectations for an upturn in earnings for the current fiscal year are also becoming more likely to recede. According to the Bank of Japan's short-term corporate economic observation survey (tankan, June survey), the estimated exchange rate for companies this fiscal year is 144 yen 77 sen. If the appreciation of the yen progresses in the future, it is easy for expectations to improve performance to shrink, and if yen interest rates decline due to a retreat in Bank of Japan interest rate hike observations, it will work negatively on financial stocks.US economic indicators and financial results of leading semiconductor-related companies are in the spotlight this weekIt looks like it's going to happen.
In terms of semiconductor-related stocks, the 17th is Dutch equipment manufacturer's $ASML Holding (ASML.US)$The 18th is the largest contract manufacturing company $Taiwan Semiconductor (TSM.US)$(TSMC) and Japan's $Disco (6146.JP)$will be announced. that...
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破滅
liked
The wage increase effect will be delayed, so the early spring decision would be a reasonable decision. We are expecting political leadership so that the Ministry of Finance's reconstruction tax hike and defense tax hike will not cause the economy to stall.
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破滅
commented on
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 at 34441.72 yen, 678.54 yen higher than the previous business day
●Global semiconductor sales increased for the first time in about a year, and there are signs of a recovery in demand
● Nintendo - new high price with a total market value of 10 trillion yen, Kyoto FG, MegaChips, etc. are also high
● Mitsubishi UFJ President Kamezawa to “become the fourth pillar” of asset management business
● Attention to the handle: $Mitsubishi UFJ Financial Group (8306.JP)$、 $Nintendo (7974.JP)$、 $Sony Group (6758.JP)$、 $Toyota Motor (7203.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
The Nikkei Stock Average continued to rise drastically for 3 days in the Tokyo stock market today, and ended at 34,4441 yen 72 yen, which is 678 yen 54 yen higher than the previous day. It is the first high price in about 33 years and 11 months since 1990/2/28 on a closing price basis...
●The Nikkei Average ended at 34441.72 yen, 678.54 yen higher than the previous business day
●Global semiconductor sales increased for the first time in about a year, and there are signs of a recovery in demand
● Nintendo - new high price with a total market value of 10 trillion yen, Kyoto FG, MegaChips, etc. are also high
● Mitsubishi UFJ President Kamezawa to “become the fourth pillar” of asset management business
● Attention to the handle: $Mitsubishi UFJ Financial Group (8306.JP)$、 $Nintendo (7974.JP)$、 $Sony Group (6758.JP)$、 $Toyota Motor (7203.JP)$etc
ー MooMoo News Japanese stock Sherry
Market Overview
The Nikkei Stock Average continued to rise drastically for 3 days in the Tokyo stock market today, and ended at 34,4441 yen 72 yen, which is 678 yen 54 yen higher than the previous day. It is the first high price in about 33 years and 11 months since 1990/2/28 on a closing price basis...
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破滅 : There are no economic commentators who win at investing.