$USD/JPY (USDJPY.FX)$ $Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$ $Gorilla Technology (GRRR.US)$ $Applovin (APP.US)$ $NVIDIA (NVDA.US)$ $E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$ $iFreeETF FANG+ (316A.JP)$ $Global X US Tech Top 20 ETF (2244.JP)$
Discussion on Economic and Financial Situation between Prime Minister Ishiba and Bank of Japan Governor Ueda, Meeting with G20 in Mind 2/20 (Thursday) 12:06 Yahoo! News.
Prime Minister Shigeru Ishiba held a meeting with Bank of Japan Governor Kazuo Ueda at the Prime Minister's Office on the 20th.
In light of the G20 finance ministers and central bank governors meeting to be held in Cape Town, South Africa over two days starting from the 26th next week, discussions regarding domestic and international economic and financial conditions will take place. After the meeting, Mr. Ueda stated to reporters, "I think I will be able to attend next week, so I was given the opportunity for a meeting just before that timing."
The G20 finance ministers meeting is expected to discuss the impact of the high tariff policy of the Trump administration on the global economy...

$USD/JPY (USDJPY.FX)$ $Japan 10-Year Treasury Notes Yield (JP10Y.BD)$
Today, I was annoyed by the hawkish remarks made by a Bank of Japan committee member. Well, from the Bank of Japan's perspective of aiming for price stability, it's understandable that such remarks are unavoidable. After all, the recent core CPI is at 3%. The overall CPI is at 3.6%. It can be said that the inflation risk is high. However, it's not necessarily good to raise interest rates. People are excitedly saying that 'Japan is actively constructing Datacenters,' but it seems that capital investment has been in decline since last year in real terms. Since the interest rate hike last year, the Nikkei average has failed to surpass its previous high. Even though wages are increasing, the money is not being spent but rather used for repayments, etc. I've also heard news indicating the adverse effects of last year's interest rate hike.
Relying too much on the Bank of Japan for everything is not the solution. There seems to be a trend of relying on the Bank of Japan not only for price matters but also for foreign exchange interventions. However, raising interest rates can have impacts beyond just prices.
I am reading a book that recounts the history of monetary policy from the 1970s inflation written by Bernanke. Whether it's inflation or deflation, in emergencies, it's important to note that central banks do not respond alone but in coordination with fiscal policy...

$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
I realized that expensive GPUs like Blackwell are not necessary for AI operations. I understand that we need to develop to increase profits, but at the current stage, it's a complete over-spec. We may see an increase in returns because they are no longer needed.

The yen weakened against the dollar, settling in the mid-157 yen range, prompting verbal intervention levels and Nomura Securities.
December 20, 2024 1:21 JST
In the New York foreign exchange market on the morning of the 19th, the yen weakened against the dollar. 1 dollar = mid-157 yen, hitting the lowest level in 5 months.
Following the monetary policy decision-making meetings of the Bank of Japan and the Federal Open Market Committee (FOMC) in the United States, the yen has further extended its decline. On the 19th, it temporarily fell by over 1.9%, reaching 157.81 yen to the dollar.
Nomura Securities strategists, including Yujiro Goto and Yusuke Miyauchi, mentioned in a report on the same day that "the dollar-yen exchange rate is currently at a level where the long-silent Japanese Ministry of Finance could begin verbal intervention, in our view."

$USD/JPY (USDJPY.FX)$
Ueda, raise interest rates again.
Dollar is too strong.

$Nasdaq Composite Index (.IXIC.US)$
If it continues to rise as it is today, there is a high possibility of a scenario similar to 2007.
If it follows the scenario of that year, there is a possibility that it will start a downward trend from this day.
For now, let's just observe today...

$Gold Futures(APR5) (GCmain.US)$
How much longer are you going to search.
It's dropping too much!

$Direxion Daily Semiconductor Bear 3x Shares ETF (SOXS.US)$
I haven't seen you around suddenly, so please let me conduct a survey 😌

$NASDAQ 100 Index (.NDX.US)$ There may not be much disadvantage to the NASDAQ due to the election results, and American investors also think that the immediate rate cut may provide some support. Since neither the financial nor energy sectors are involved, it's not necessarily a sector that will benefit greatly, so I think the right move is to go long on both the S&P and Dow. After selling off all bond ETFs in September to increase cash positions, all that's left is to watch the progress of the election and the pre-market movements before diving in. It probably won't turn into a disaster, surely. Maybe. Hmm. Huh? (*´Д｀*)