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$Advantest (6857.JP)$
It has risen more than 10% in 3 business days. There seems to be buying throughout the day, I wonder if there is something.
It has risen more than 10% in 3 business days. There seems to be buying throughout the day, I wonder if there is something.
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The yen fell to a one-week low against the dollar, reassessment of significant US interest rate cuts - waiting for employment indicators.
Last updated: September 2, 2024, 11:32 AM JST (excerpt)
In the Tokyo foreign exchange market on the 2nd, the exchange rate of the yen against the dollar temporarily fell to the mid-146 yen level, marking a one and a half week low. This was due to the reassessment of a significant interest rate cut in September, as US economic indicators showed stability in inflation and resilience in consumption, leading to continued selling of the yen and buying of the dollar following the trend from the previous weekend. However, with the US market closed on the 2nd and the desire to assess this week's US employment-related indicators, the dollar buying has paused.
Kumiko Ishikawa, Senior Analyst at Sony Financial Group, mentioned that with regard to the extent of the rate cut by the Federal Open Market Committee (FOMC) in September, the 25 basis points (bp) have been fully factored into the fed funds futures market, while the 50 bp is being considered pending confirmation of the indicators. It seems that the foreign exchange market has been adjusting expectations ahead of time based on the upcoming US employment statistics.
Last updated: September 2, 2024, 11:32 AM JST (excerpt)
In the Tokyo foreign exchange market on the 2nd, the exchange rate of the yen against the dollar temporarily fell to the mid-146 yen level, marking a one and a half week low. This was due to the reassessment of a significant interest rate cut in September, as US economic indicators showed stability in inflation and resilience in consumption, leading to continued selling of the yen and buying of the dollar following the trend from the previous weekend. However, with the US market closed on the 2nd and the desire to assess this week's US employment-related indicators, the dollar buying has paused.
Kumiko Ishikawa, Senior Analyst at Sony Financial Group, mentioned that with regard to the extent of the rate cut by the Federal Open Market Committee (FOMC) in September, the 25 basis points (bp) have been fully factored into the fed funds futures market, while the 50 bp is being considered pending confirmation of the indicators. It seems that the foreign exchange market has been adjusting expectations ahead of time based on the upcoming US employment statistics.
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$Salesforce (CRM.US)$
Further strengthen your grip with the backed-up numbers of ps, pb, and pe!
Further strengthen your grip with the backed-up numbers of ps, pb, and pe!
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3
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The stock market is expected to be in a situation of heavy rain, then clear skies, and then cloudy with occasional rain. In early August, the stock market was hit by a fierce "summer storm" (BoJ/Ueda shock). It is said to be called the "Black Monday of Reiwa", but this is incorrect.
However, since then, it has shown a strong rally. The Nikkei Average (on a real-time basis) hit a low of 1,156,000 yen on August 5th. The decline from the all-time high of 2,426,000 yen on July 11th was 1,270,000 yen, a decline of 26.6%. It was a sharp drop.
From a chart perspective, it completely collapsed. It formed a major lower wick. Surprisingly, it rose to 840,800 yen on August 22nd. The increase was 7,252 yen, a rise of 23.5%. It regained 64.3% of the decline. The speed of the rebound is fast enough to make market participants believe in a "full recovery".
This is a strong rebound. The backdrop includes the unwinding of yen carry trades due to the interest rate hike and a systematic trading strategy that caused a mechanical...
However, since then, it has shown a strong rally. The Nikkei Average (on a real-time basis) hit a low of 1,156,000 yen on August 5th. The decline from the all-time high of 2,426,000 yen on July 11th was 1,270,000 yen, a decline of 26.6%. It was a sharp drop.
From a chart perspective, it completely collapsed. It formed a major lower wick. Surprisingly, it rose to 840,800 yen on August 22nd. The increase was 7,252 yen, a rise of 23.5%. It regained 64.3% of the decline. The speed of the rebound is fast enough to make market participants believe in a "full recovery".
This is a strong rebound. The backdrop includes the unwinding of yen carry trades due to the interest rate hike and a systematic trading strategy that caused a mechanical...
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$Direxion Daily Semiconductor Bull 3x Shares ETF (SOXL.US)$
I have received a question about how to determine the bullish or bearish sentiment of institutional investors. There is an index called the NAAIM index, which represents the indexation of institutional investors' holdings of U.S. stocks and is graphically represented.![]()
Here it is...
A value above 80 is considered excessive optimism, and a value below 20 is considered excessive pessimism.![]()
80以上は過度の楽観、20以下は過度の悲観と捉えられています![]()
Since the beginning of 2024, the institutions have consistently maintained a bullish stance as the market rebounds without dropping below 50. The market has risen to around 100 upon rebound. It can be observed that the market has become bullish since mid-August. If the market continues to rise to around 100, there is a possibility of reaching a temporary peak. After that, it would be helpful to periodically check the NAAIM index to see what kind of market trend will emerge.![]()
I'm sorry, it's old data, but it represents the relationship between the SP500 and the NAAIM index.
I have received a question about how to determine the bullish or bearish sentiment of institutional investors. There is an index called the NAAIM index, which represents the indexation of institutional investors' holdings of U.S. stocks and is graphically represented.
Here it is...
A value above 80 is considered excessive optimism, and a value below 20 is considered excessive pessimism.
80以上は過度の楽観、20以下は過度の悲観と捉えられています
Since the beginning of 2024, the institutions have consistently maintained a bullish stance as the market rebounds without dropping below 50. The market has risen to around 100 upon rebound. It can be observed that the market has become bullish since mid-August. If the market continues to rise to around 100, there is a possibility of reaching a temporary peak. After that, it would be helpful to periodically check the NAAIM index to see what kind of market trend will emerge.
I'm sorry, it's old data, but it represents the relationship between the SP500 and the NAAIM index.
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ChatGPT's weekly active users have exceeded 0.2 billion people | XenoSpectrum.
August 30, 2024 (excerpt)
According to OpenAI's spokesperson who spoke to Axios, the rapid increase in the number of users of ChatGPT indicates that the product is becoming a part of everyday life. Sam Altman, the CEO of OpenAI, commented that people are currently using our tools as a part of their daily lives and are actually bringing about changes in fields such as healthcare and education. They are widely utilized for tasks ranging from everyday assistance to solving complex problems and unleashing creativity.
August 30, 2024 (excerpt)
According to OpenAI's spokesperson who spoke to Axios, the rapid increase in the number of users of ChatGPT indicates that the product is becoming a part of everyday life. Sam Altman, the CEO of OpenAI, commented that people are currently using our tools as a part of their daily lives and are actually bringing about changes in fields such as healthcare and education. They are widely utilized for tasks ranging from everyday assistance to solving complex problems and unleashing creativity.
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$NVIDIA (NVDA.US)$
It looks like it's going to go down a little today. Investors also seem to have lost interest.
It looks like it's going to go down a little today. Investors also seem to have lost interest.
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I sold it last week because I smelled danger. It has been falling all the time, and today's sharp rise feels like a gaming.
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$Coinbase (COIN.US)$
The response to cryptocurrency has changed dramatically since the president's term and is now in favor.
The post also includes a link to the decentralized finance project operated by his son.
Former President Trump, the Republican candidate for US President, seems to be diving deeper into the world of digital assets. He posted a video message on X (formerly Twitter) on the 29th, announcing plans to make the USA the "center of cryptocurrency (virtual currency) on the planet."
The video did not include specific details, but the post included a link to the website of the decentralized finance (DeFi) project "World Liberty Financial" that Trump's sons are promoting. In the video, Trump said, "This afternoon, I will present a plan to make the USA the unequivocal center of cryptocurrency on the planet."
Although details have not been fully disclosed, according to the data information on this website, the project is an "cutting-edge" decentralized financial platform that offers users "safe and high-yield cryptocurrency investments..."
The response to cryptocurrency has changed dramatically since the president's term and is now in favor.
The post also includes a link to the decentralized finance project operated by his son.
Former President Trump, the Republican candidate for US President, seems to be diving deeper into the world of digital assets. He posted a video message on X (formerly Twitter) on the 29th, announcing plans to make the USA the "center of cryptocurrency (virtual currency) on the planet."
The video did not include specific details, but the post included a link to the website of the decentralized finance (DeFi) project "World Liberty Financial" that Trump's sons are promoting. In the video, Trump said, "This afternoon, I will present a plan to make the USA the unequivocal center of cryptocurrency on the planet."
Although details have not been fully disclosed, according to the data information on this website, the project is an "cutting-edge" decentralized financial platform that offers users "safe and high-yield cryptocurrency investments..."
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Savannah (Georgia) / Washington, 29th - Reuters
Candidate Kamala Harris, for the first time since becoming the Democratic presidential candidate, has agreed to an interview with a major news outlet and pledged to take a tougher approach to immigrants along the southern border of the United States and refrain from providing weapons to Israel.
In an interview with CNN host Dana Bash, Harris demonstrated that she understands the issues at hand and wanted Americans to understand her policy positions as election day on November 5th approaches.
HarrisThe promotion of enacting comprehensive border laws to tighten immigration to the United StatesHe stated that he will enforce the law for people crossing the border
We have laws to deal with and enforce against people who illegally cross the border
She is loyal to President Joe Biden's strong support for IsraelShe believes that sending weapons to Israel should be reconsidered due to the high number of Palestinian deaths in GazaShe rejects some voices within the Democratic PartyThere is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
She supports a strong Israel, but in order to achieve a ceasefire in the Gaza conflict, a trade must be made...
Candidate Kamala Harris, for the first time since becoming the Democratic presidential candidate, has agreed to an interview with a major news outlet and pledged to take a tougher approach to immigrants along the southern border of the United States and refrain from providing weapons to Israel.
In an interview with CNN host Dana Bash, Harris demonstrated that she understands the issues at hand and wanted Americans to understand her policy positions as election day on November 5th approaches.
HarrisThe promotion of enacting comprehensive border laws to tighten immigration to the United StatesHe stated that he will enforce the law for people crossing the border
We have laws to deal with and enforce against people who illegally cross the border
She is loyal to President Joe Biden's strong support for IsraelShe believes that sending weapons to Israel should be reconsidered due to the high number of Palestinian deaths in GazaShe rejects some voices within the Democratic PartyThere is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.
She supports a strong Israel, but in order to achieve a ceasefire in the Gaza conflict, a trade must be made...
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