Good morning, thank you for your continued support today.
The House of Representatives is also under control.
It is expected that the Republican Party will maintain the majority in the US House of Representatives elections. Reported by NBC and CNN. The Republican Party is also regaining control of the Senate from the Democrats. Together with the return of Mr. Trump to the White House, the so-called ' Triple Red' will come true.
The Democrats' hope of restraining President Trump's exercise of power is becoming increasingly difficult. It has also been confirmed that President Trump intends to nominate Senator Marco Rubio as the next Secretary of State.
Stagnant situation.
In October, the US Consumer Price Index (CPI) statistics showed that the core index rose by 0.3% compared to the previous month, marking the third consecutive month of the same growth rate.
A 3.3% increase compared to the same month last year. The overall CPI rose by 0.2% compared to the previous month, marking the fourth consecutive month of the same growth. Compared to the same month last year, there was a 2.6% increase, the first acceleration since March.The battle against inflationThis time's numbers highlight that it is in a standstill.
Taking into account strong consumption and economic growth, the authorities are expected to maintain a cautious stance in response to this CPI.
Nevertheless,
Minneapolis FedKashkari PresidentRegarding the October CPI statistics, inflation...

Last night, it seemed to be all-time high until pre-open, but as the market opened, it suddenly dropped at the opening bell, starting amidst uncertainty. However, this is not a bad thing, as stocks will reach a peak when in a state of "it can only go up now", but they will continue to rise in times of uncertainty. I thought yesterday was a market that goes up amidst uncertainty.
Also, last night, the market movements diverged by stock.
Especially $Applovin (APP.US)$ However, although it surged temporarily by 10% in the overnight market, it plummeted by about 8% when the daytime market opened. Eventually, towards the end of the closing, it gradually offset the negatives and returned to about -1%, which is a relief ☺️. However, considering the 17% increase on Friday, the volatility is very high. It would be nice to see it stabilize a bit more 🤔.
Was keeping an eye on $Reddit (RDDT.US)$ but bought it, and ended up dropping yesterday, suddenly at a loss. Barely breaking the previous day's low... Still looking upwards for now, but it's a little questionable if it's the second stock to hold a position. Considering moving positions to other stocks depending on the situation...

Good morning, I look forward to working with you again today.
Secretary of the Treasury candidate
Next U.S. President Trump plans toList of candidates for Secretary of the TreasuryIt is planned to narrow down the list of candidates for Secretary of the Treasury by this week, aiming to appoint someone with a Wall Street background to the post with significant influence on the economy, tax policy, and banking policy. Several insiders familiar with Trump's plans revealed.
Candidates being considered include Howard Lutnick, CEO of Cantor Fitzgerald, billionaire hedge fund manager John Paulson, Scott Bessent, who served as money manager for renowned investor George Soros, and Glenn Youngkin, former executive at Carlyle Group and current governor of Virginia.
Significant increase.
Cryptocurrency (virtual currency) bitcoin saw a significant increase following the previous day, surpassing $87,000 (approximately 13.4 million yen) at one point.Updating the highest value.and briefly exceeded $87,000 (about 13.4 million yen).
In addition to the President-elect Donald Trump accepting digital assets, the tailwind is being provided by a number of congressmen in the US Congress who understand cryptocurrencies. Bitcoin rose temporarily by 6.1% the previous day.
On the 11th, a further 9.4...

Clear deceleration.
The shift of funds to small-cap stocks, which was referred to as a major Wall Street rotation, started quickly but also quickly lost momentum.
Stocks that had finally attracted investors' attention over the past few weeks are now experiencing massive fund withdrawals.
Funds listed on the stock market (ETF) "iShares Russell 2000 ETF (symbol code IWM)" saw outflows of 2.6 billion dollars (approximately 383 billion yen) in the five days until the 9th. The outflow was the largest in nearly three years. According to data from IHS Markit, the short sell ratio as a percentage of the fund's issued units has sharply increased to a level not seen since December of last year.There was an outflow of funds.The outflow scale was the largest in nearly three years. According to data from IHS Markit, the short sell ratio as a percentage of the fund's issued units has sharply increased to a level not seen since December of last year.
Concerns about delinquencies.
It has been revealed in a survey by the Federal Reserve Bank of New York that concerns about payment delinquencies have been increasing among US consumers.SurveyIt has been revealed in a survey.
The probability that consumers will default on the minimum repayment amount of their debts in the next three months has increased to an average of 13.3% in July.
It reached its highest level since April 2020, the early stages of the coronavirus pandemic. As for inflation, it doesn't seem to be slowing down immediately. The inflation expectation for one year ahead is 3%, unchanged from the previous month. However, for three years ahead, it decreased by 0.6 points to 2%.