Points for this week
Will Japanese stocks face resistance this week? On one hand, concerns about the prolonged inflation in the USA may suppress upward momentum, but the resilience of the US economy will provide support.The focus will be on earnings reports both domestically and internationally, especially as the USA begins its earnings announcements ahead of Japan. This week will also see earnings reports from semiconductor-related companies, which could serve as positive catalysts for Japanese stocks. Additionally, as the USA starts its earnings reports and releases several high-profile indicators, the response to news from overseas is expected to be significant. Meanwhile, since last weekend, tensions in the Middle East have been escalating.The focus will be on earnings reports both domestically and internationally, especially as the USA begins its earnings announcements ahead of Japan.This week will also see earnings reports from semiconductor-related companies, which could serve as positive catalysts for Japanese stocks.Additionally, as the USA starts its earnings reports and releases several high-profile indicators, the response to news from overseas is expected to be significant. Meanwhile, since last weekend, tensions in the Middle East have been escalating.There is a sense of caution surfacing.and as the geopolitical situation intensifies, it has been moving around the anticipation of economic sentiment and monetary policy.
Passing through last week's inflation indicators, market focus is likely to shift towards US corporate earnings. The profits of S&P500 companies are expected to increase for the 2nd consecutive quarter, especially the high profit margins of major IT and high-tech companies are expected to be a key driver.Despite the diminishing expectations of an interest rate cut by the Federal Reserve due to the 'CPI shock', earnings are expected to dispel the market's negative sentiment, with high profit margins of major IT and high-tech companies likely playing a crucial role.and it is expected that earnings will lead the market in the future.