Defense stocks that have been rising since 2024/7/22RTXOn the 25th after receiving the settlementskyrocketingI'm doing it.
Housing stocks that have skyrocketed since 7/10DHIThe rise has stopped since the 22nd.
Chemical manufacturers that have been rising moderately since 3/12MMMOn 7/26 in response to good financial resultsskyrocketingI'm doing it.
Real estate stocks that have been rising rapidly since 7/11CBREReceived financial resultsskyrocketingI'm doing it.
Telecom stocks that have been rising with repeated ups and downs since 4/26CHTRDid get good financial resultsskyrocketingI'm doing it.
Bio stocks that have been sold since 2022/12BMYIt skyrocketed from 7/16, received financial results, and on the 26thskyrocketingI'm doing it.
Apparel stocksVFCIt skyrocketed on 7/17, but the range rate continues.
Housing stocksBLDRThe window was opened on 7/11 and it rose rapidly, but the decline was uncertain after the 17th, but it ended with a rise on the 26th.
Leisure stocks that have been rising since 7/11POOLStarting on the 25th after receiving the financial resultsskyrocketingI'm doing it.
Chemical stocks that have been rising rapidly since 7/10SHWIt skyrocketed after the settlement on the 23rd, and adjustments were made once, but on the 26thRapid ascensionI'm doing it.
The decline did not stop after 2021/5, and it crashed. 202...

What are the important points of the current stock exchange rate”Inflation has subsidedIt's”.
This is because once inflation has subsided, interest rates can be lowered, the economy will improve, and stock prices will rise.
Inflation, like deflation, is highly sticky, and it is not easy to calm it down.
In that sense, it can be said that it is currently difficult to determine whether stock prices will rise after adjustments or whether they will continue to fall.
Of the worldGDPIt's important to keep track of rankings.
1st: United States of America
2nd place: China
3rd place: Germany
4th place: Japan
5th: India
6th: England
Looking at this, while I think that China and India, which have large populations, have a large impact on the global economy, I am surprised that Germany, which has a population of 80 million people or less, and the United Kingdom, which has 70 million people or less, have influence.
The currentChina CPIIt was announced in 2022/10, peaked at 2.8%, and was announced in 2024/8 - it has remained positive after adding 0.8%, but it is weakly the data announced in July recently0.2%It is.
NextGerman CPIHowever, it fell from 10.4% announced in 2022/11 and announced in 2024/42.2%After putting it on, I'm reluctant to go down until now.
India CPIseems to be an emerging country, and the turbulence is getting intense...

United States announced July 26, 2024core PCEThe result was 2.6% compared to 2.6% the previous month.
ThisStock depreciationIt's a factor.
By falling pricesConsumer desire to buyIt has been stimulated, making it difficult for prices to fall.
unemployment rateIn the current situation where it is risingcore PCEIt is contradictory that it is reluctant to decline.
There are times when commodity prices, starting with crude oil, skyrocketed and boosted the price index.
Currently, commodity prices are stable, so this is not a factor driving up prices.
Consumers' desire to buy is healthyunemployment rateIt won't go up and the interest rate cut period will go backwards.
ThisStock depreciationIt's a factor.
FRBAs a precautionary measureInterest rate cutsThe possibility of executing is undeniable.
The most feared situation is after interest rate cutsunemployment rateIt means speeding up.
If we were to fall into this situation, stock prices would crash drastically.
Conversely, after interest rate cutsunemployment rateIf it falls, stock prices will rise.
If interest rates are cut under these circumstances, there is a high probability that inflation will be rekindled, so I think it will be difficult to cut interest rates.
What is the main reason that reduces consumers' desire to buymortgage interest ratesIt's at a standstill high.
If the house doesn't sellrentsIf it rises and houses don't sell, the liquidity of the economy will slow down....

Announced at 23:00 on 2024/7/23U.S. Second-hand Home Sales VolumeResults for 4.11 million cases in the previous month3.89 million piecesIt was.
This is the fourth consecutive month of decline.
ThisInterest rate cutsBecome an ingredientStock heightIt's a factor.
mortgage interest ratesStaying high has become a barrier to buying a home.

It's an energy stockSLBIt rebounded from 7/10 and was heavily bought, but after being sluggish on 17/18, it surged rapidly on the 19th and then ended with a decline.
Healthcare stocks that have plummeted since 7/15ISRGopened the window on 7/19 and skyrocketedHigh price updateI did it.
Housing construction stocks that have skyrocketed since 7/11DHIIsNew high price updateI'm doing it.
Transportation stocks that have been rising rapidly since 6/26FDXIt has been declining for 3 consecutive days.
Resource stocks that have formed an upward trend since 2/15 and have been tenaciously boughtKMIIs3 consecutive business days of increaseI'm doing it.
Bank stocks that have skyrocketed since 7/11HBANIt continued to rise and ended Friday.
It's a crypto asset exchangeCOINThe range rate has continued since the sharp drop on 4/15. The window was opened from 7/15 and it was bought in a big way, but it fell on 7/18, and Friday the 19thskyrocketingI finished it.
Public interest stocks that have been rapidly rebounding since 7/9HEOpen the window on Friday the 19thskyrocketingI'm doing it.
Bank stocks that began rising on 7/9WALHave trading volume for Friday the 19thIt was bought bigI'm here.
Real estate stocks that have been falling since the end of 2023BMXTThere was a backlash from 7/8. It was sold on Thursday 18th...

On Friday July 19, 2024MSFTThe Windows device stopped. Major airline operations were suspended, and railways, harbors, financial institutions, government agencies, and companies were disrupted.
The cause of thisCRWDThis is an update.
CRWDSince the product is excellent, there is a high degree of dependence on companies, so it suffered enormous damage due to just one failure.
The idea of risk diversification may spread in the future.
Because every IT company makes mistakesCRWDIf stocks are sold in large quantities, it can be said that it is a perfect time to buy and an opportunity.
Canada announced at 21:30 on the same dayRetail sales (month-on-month)The result is 0.6 of the previous month-0.8It was.
England announced at 15:00 on the same dayRetail sales (month-on-month)The result is 2.9% of the previous month- 1.2%It was.
Both countrieseconomic decelerationSigns are visible.
ThisDollar high materialIn order to becomeStock heightIt's a factor.
United States announced July 18, 2024Number of new unemployment insurance claimsResults against the previous 223,000 cases0.243 million piecesIt was.
There was a big backlashunemployment rateThe possibility of a rise has been increased.
Interest rate cutsBecause it becomes a materialStock heightIt's a factor.

The United States announced at 21:30 on 2024/7/17Number of housing startsResults for 1.314 million cases in the previous month1.353 million piecesIt was.
What is the market forecastNumber of housing startsIt was predicted that it would decrease, but on the contrary, signs of an increase began to be seen.
ThisStock depreciationIt's a factor.
from this resultNASDAQhas declined.
CPIWhat was the excitement of the housing market in a phase where housing costs remained highStock heightIt was a factor.
CurrentlyCPIHas declinedunemployment rateIt is a phase where there is an upward trend.
Because the boom in the housing market will accelerate the labor marketunemployment rateIt makes it harder for it to rise.
Interest rate cutsIt will be a material for the season to recede.
If the housing market progresses smoothly, housing costs will drop further and it will be difficult for the unemployment rate to rise, soInterest rate cutsThe time will recede further.
because this is not a deterministic factorunemployment rateThere is also a possibility of an increase.
It can be said that this possibility has decreased.
ThisStock depreciationIt's a factor.

The United States announced on 2024/7/16 at 21:30Retail sales (month-on-month)As a result, it fell 0.0% compared to 0.3% the previous month.
Since this meant a slowdown in the economy, it became a source of interest rate cutsStock heightIt's a factor.
Core retail sales (month-on-month)As a result, it rose 0.4% compared to 0.1% in the previous month.
This is because consumption is expandingStock depreciationIt's a factor.
There are conflicting results, but since automobiles are not included in core retail sales, it can be seen that the decline in automobile sales is large.
Excluding automobile sales, it can be said that the US economy is doing well.
If the US economy continues to perform well, the possibility that the unemployment rate will fall will increase.
The current market is expecting interest rate cuts, so the decline in the unemployment rateStock depreciationIt's a factor.
US 10-year bond yieldIsretail salesIt rose in response to the announcement, but then fell.
What is the decline in long-term interest ratesStock heightIt's a factor.
What is the bond marketInterest rate cutsIt has been determined that it is getting closer.
Stock price index composed of small-cap stocksRussell 2000But4 consecutive leapsesIt's doing well.
Stock price index composed of large stocksDow averageIs5 consecutive days of increaseIt's bullish.

It had been rising for 4 consecutive days since the business day of 2024/7/1MSFThas been on a downward trend since 7/9.
It has been selling violently since 2023/9/5CSCOFrom 7/103 consecutive days of increaseIt was bought by doing it.
It had been rising for 7 consecutive business days since 7/1AAPLThis is a development where the higher price is slightly heavier.
It fell from 2024/1/25 and was in a sluggish stateINTCIt suddenly rose from 7/5, but it is now in the range.
Did it ride the updraft from 2024/4/17WHORounds up and down the lower price while repeatedly going up and downA bullish attitudeI'm showing it.
Has been on a downward trend since 2024/3/14IBMHas rebounded from 6/4 to 7/12It was bought by a bigIt was there.
It's been bearish since March 22ndHDHas rebounded since 7/5 and the last 3 business dayscontinuous riseI'm doing it.
It has been in the microwave since 5/3AMGNFrom 7/9Rapid ascensionI'm doing it.
It has been bullish since 2023/11GMThe last 2 business daysBought bigI'm doing it.
The sense of sluggishness after the coronavirus shock is undeniableNCLHFrom 7/8Rapid ascensionI'm doing it.
There was a sense of stagnation after 6/3NEEBut3 consecutive days of increaseI'm doing it.
2023...

Announced at 23:00 on 2024/7/12University of Michigan Consumer Confidence IndexThe result is 65.6 of the previous month66.0It was.　
This is a preliminary value-based comparison.
University of Michigan Consumer Confidence IndexThe final figures will be announced at the end of the month.
The confirmed value for the previous month was 68.2. The consumer confidence index has declined in comparison between the current preliminary report value and the previous confirmed value.
The preliminary figure for the previous month was 65.6. The consumer confidence index has risen in comparison between the current preliminary report value and the previous preliminary report value.
Consumer'sDesire to buyIf it decreases, it will lead to a calming of inflationhiringThere is also an increase in the possibility that it will worsen.
What is the decline in the consumer confidence indexStock heightIt's a factor.
What about US stocksEarnings rushI began to rush into it.
On July 11thPEPannounced financial results for the April-6 fiscal year.
PESIt has been increasing for 2 consecutive termsturnoverIt was unable to exceed consensus expectations. Sales are still higher than the same period last year.
PEPSince they handle luxury goods such as confectionaries and beverages, the desire to save money has become stronger due to high prices, making it difficult for numbers to increase.
The view was that the desire to buy among low-income people had declined considerably.
It's a bank stockJPM・WFC・Cbut...