ニックネーム、
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This article uses automatic translation for some of its parts
Both the April US Consumer Price Index (CPI) and retail sales, which were announced last week, cooled down, giving vitality to the market. As a result, US stocks hit an all-time high during the day last week.
However, Albert Edwards, a well-known strategist at Societe Generale, pointed out that the current inflation problem facing the US is much more complicated than the market thought, and stated that “the Fed is also sowing a new kind of policy disaster.”
In the latest report, he pointed out that despite falling headline inflation, core service inflation, which is extremely sticky, continues to maintain inflation levels and is insensitive to the Fed's policies.
Core goods inflation falls more than expected = deflationary ice
Mr. Edwards pointed out that the Fed tried to suppress the rise in supercore service inflation (supercore services inflation, core services inflation rate excluding housing, etc.) by keeping interest rates high. However, this is an unprecedented trend of core goods inflation (core goods inflation)...
Both the April US Consumer Price Index (CPI) and retail sales, which were announced last week, cooled down, giving vitality to the market. As a result, US stocks hit an all-time high during the day last week.
However, Albert Edwards, a well-known strategist at Societe Generale, pointed out that the current inflation problem facing the US is much more complicated than the market thought, and stated that “the Fed is also sowing a new kind of policy disaster.”
In the latest report, he pointed out that despite falling headline inflation, core service inflation, which is extremely sticky, continues to maintain inflation levels and is insensitive to the Fed's policies.
Mr. Edwards pointed out that the Fed tried to suppress the rise in supercore service inflation (supercore services inflation, core services inflation rate excluding housing, etc.) by keeping interest rates high. However, this is an unprecedented trend of core goods inflation (core goods inflation)...
Translated
![Inflation or deflation? Both sides of US inflation are ice and fire](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240521/4824fed2eff20f51d843659bb3d146a4.png/thumb?area=105&is_public=true)
![Inflation or deflation? Both sides of US inflation are ice and fire](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240521/d6f2d9895ad664c3f5f7c34beffb951f.png/thumb?area=105&is_public=true)
![Inflation or deflation? Both sides of US inflation are ice and fire](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240521/5b16e63623473baeacfa0a82f0cc7826.png/thumb?area=105&is_public=true)
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ニックネーム、
voted
Nintendo's stock price was hit hard by the company warning of a sharp decline in profits and suggesting the possibility that the next-generation game console Switch would not be sold until 2025, and recorded the biggest decline in the past month or more. President Shuntaro Furukawa stated via social media that Nintendo plans to release the 7-year-old Switch next year, but that announcement will not be made at the next Nintendo Direct. In response to this news, Nintendo shares fell 4.9% in the Tokyo Stock Exchange.
Prior to this, Nintendo anticipated a 19% decrease in sales and a 24% decrease in operating profit for the fiscal year ending 2025/3 to 400 billion yen, which exceeded market expectations.
Mr. Eiji Maeda, an analyst at SMBC Nikko Securities, pointed out that Mr. Furukawa's statement suggests that sales of next-generation hardware are at the earliest until 2025. He said, “The sales volume of 13.5 million Switch units, which is Nintendo's target for this fiscal year, seems difficult until next-generation consoles are released.”
According to the quarterly report for March this year, Nintendo's operating profit fell 31% to 64.5 billion yen, a sharp drop more than expected. Headquartered in Kyoto...
Prior to this, Nintendo anticipated a 19% decrease in sales and a 24% decrease in operating profit for the fiscal year ending 2025/3 to 400 billion yen, which exceeded market expectations.
Mr. Eiji Maeda, an analyst at SMBC Nikko Securities, pointed out that Mr. Furukawa's statement suggests that sales of next-generation hardware are at the earliest until 2025. He said, “The sales volume of 13.5 million Switch units, which is Nintendo's target for this fiscal year, seems difficult until next-generation consoles are released.”
According to the quarterly report for March this year, Nintendo's operating profit fell 31% to 64.5 billion yen, a sharp drop more than expected. Headquartered in Kyoto...
Translated
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ニックネーム、
voted
Good morning to all Moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 37,300 yen - 37,900 yen (22nd closing price 37,438 yen 61 sen)
● US companies' performance forecasts, strategists' opinions are divided - stock price growth is sluggish
● Even in an unstable environment where hedge funds turn to stock purchases - Goldman
● The yen is low for the first time in 34 years, and awareness of interest rate differences in the 154 yen 80 sen range is back
● Stock repurchases of listed companies, first 10 trillion yen support for Japanese stocks
●Tesla announces financial results on the 24th what is the next move for EV deceleration “mask style”
● Apple designated as the top pick in '24, January-March financial results preparation - BoFA
-MooMoo News Amelia
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average continued to rise for 3 days to 38,239 dollars 98 cents, 253 dollars 58 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 169.295 points to 15,451.305. Continuing from the previous day, the Tokyo stock market on the 23rd was dominated by short covers with tight buys and short sellers due to a sense of affordability...
● [Tokyo Stock Exchange Rate Forecast Range] 37,300 yen - 37,900 yen (22nd closing price 37,438 yen 61 sen)
● US companies' performance forecasts, strategists' opinions are divided - stock price growth is sluggish
● Even in an unstable environment where hedge funds turn to stock purchases - Goldman
● The yen is low for the first time in 34 years, and awareness of interest rate differences in the 154 yen 80 sen range is back
● Stock repurchases of listed companies, first 10 trillion yen support for Japanese stocks
●Tesla announces financial results on the 24th what is the next move for EV deceleration “mask style”
● Apple designated as the top pick in '24, January-March financial results preparation - BoFA
-MooMoo News Amelia
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average continued to rise for 3 days to 38,239 dollars 98 cents, 253 dollars 58 cents higher than the previous business day. The Nasdaq Composite Stock Price Index rose 169.295 points to 15,451.305. Continuing from the previous day, the Tokyo stock market on the 23rd was dominated by short covers with tight buys and short sellers due to a sense of affordability...
Translated
![[Morning Report] US stock performance forecast, share buyback with divided opinions from strategists is the first 10 trillion yen, supporting Japanese stocks, Tesla announces financial results on the 24th](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240423/e14712d1222955811ab7b232e401b2d4.png/thumb?area=105&is_public=true)
![[Morning Report] US stock performance forecast, share buyback with divided opinions from strategists is the first 10 trillion yen, supporting Japanese stocks, Tesla announces financial results on the 24th](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240423/b7616a3af8e254ac59dceee907114516.png/thumb?area=105&is_public=true)
![[Morning Report] US stock performance forecast, share buyback with divided opinions from strategists is the first 10 trillion yen, supporting Japanese stocks, Tesla announces financial results on the 24th](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240423/1713827596743-e873db4ee9.png/thumb?area=105&is_public=true)
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ニックネーム、
voted
Good morning to all moomoo users!
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 40,500 yen - 41,000 yen (22nd closing price 40,888 yen 43 sen)
●Is the US PCE price index growing at a high rate - justifies the FRB's patience with interest rate cuts
● FRB Chairman Powell is prepared to support the job market - even if inflation remains high
● Goldman and S&P 500 reach 6000 - if large high-tech stocks continue to rise
● Gucci's shock, sharp decline in sales in China - effects of consumption deceleration became apparent in the luxury goods industry
● Unstoppable depreciation of the yen, market predictions in the 152 yen range that test the “seriousness” of intervention
— MooMoo News Kathy
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average fell 305 dollars 47 cents lower than the previous business day to 39,475 dollars 90 cents for the first time in 5 days. The Nasdaq Composite Stock Price Index rose 26.983 points to 10,6428.819. Profit determination sales dominated the Tokyo stock market on the 25th, centered on main stocks, and the Nikkei Stock Average is likely to fall for the first time in 5 days.
Top news
Is the US PCE price index growing at a high rate - justifies the FRB's patience with interest rate cuts
...
● [Tokyo Stock Exchange Rate Forecast Range] 40,500 yen - 41,000 yen (22nd closing price 40,888 yen 43 sen)
●Is the US PCE price index growing at a high rate - justifies the FRB's patience with interest rate cuts
● FRB Chairman Powell is prepared to support the job market - even if inflation remains high
● Goldman and S&P 500 reach 6000 - if large high-tech stocks continue to rise
● Gucci's shock, sharp decline in sales in China - effects of consumption deceleration became apparent in the luxury goods industry
● Unstoppable depreciation of the yen, market predictions in the 152 yen range that test the “seriousness” of intervention
— MooMoo News Kathy
Market Overview
In the US stock market on the 22nd, the NY Dow Jones Industrial Average fell 305 dollars 47 cents lower than the previous business day to 39,475 dollars 90 cents for the first time in 5 days. The Nasdaq Composite Stock Price Index rose 26.983 points to 10,6428.819. Profit determination sales dominated the Tokyo stock market on the 25th, centered on main stocks, and the Nikkei Stock Average is likely to fall for the first time in 5 days.
Top news
Is the US PCE price index growing at a high rate - justifies the FRB's patience with interest rate cuts
...
Translated
![[Morning Report] Is the US PCE price index growing at a high rate? Goldman, S&P 500 to 6000 - if large high-tech stocks continue to rise](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240325/19b02f2caa33592a5a82ff5c67dc7b35.png/thumb?area=105&is_public=true)
![[Morning Report] Is the US PCE price index growing at a high rate? Goldman, S&P 500 to 6000 - if large high-tech stocks continue to rise](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240325/52bec9a3082fd1268a35861d168f5387.png/thumb?area=105&is_public=true)
![[Morning Report] Is the US PCE price index growing at a high rate? Goldman, S&P 500 to 6000 - if large high-tech stocks continue to rise](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240325/1711322590490-33440340bf.png/thumb?area=105&is_public=true)
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ニックネーム、 : It looks like it's still going up@SIHROMAFU