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It seems that TLT and AGG can be purchased at the current general NISA.
$iShares 20+ Year Treasury Bond ETF (TLT.US)$
$iShares Core US Aggregate Bond ETF (AGG.US)$
However, since monthly distribution-type products are not eligible under the growth investment framework of the new NISA, they will probably be excluded.
The purpose is to reduce damage during a stock crash by including bonds as asset assets, and to diversify currency with US dollar assets, but I don't know what can be purchased under the new NISA.
What is ideal
・Can be purchased under the new NISA framework
・Dividends are automatically reinvested
・Can you buy it in dollars
What is it though.
Monex Securities supports automatic reinvestment of ETF dividends, but unfortunately SBI Securities does not support it.
US stock subscription service (dividend reinvestment/monthly purchase)
Can dividends and distributions from foreign stocks and overseas ETFs be automatically reinvested into the same stocks? : SBI Securities
It's fine whether it's a mutual fund or an ETF, but I want to steadily increase my bond assets denominated in US dollars.
don't you understand...
$iShares 20+ Year Treasury Bond ETF (TLT.US)$
$iShares Core US Aggregate Bond ETF (AGG.US)$
However, since monthly distribution-type products are not eligible under the growth investment framework of the new NISA, they will probably be excluded.
The purpose is to reduce damage during a stock crash by including bonds as asset assets, and to diversify currency with US dollar assets, but I don't know what can be purchased under the new NISA.
What is ideal
・Can be purchased under the new NISA framework
・Dividends are automatically reinvested
・Can you buy it in dollars
What is it though.
Monex Securities supports automatic reinvestment of ETF dividends, but unfortunately SBI Securities does not support it.
US stock subscription service (dividend reinvestment/monthly purchase)
Can dividends and distributions from foreign stocks and overseas ETFs be automatically reinvested into the same stocks? : SBI Securities
It's fine whether it's a mutual fund or an ETF, but I want to steadily increase my bond assets denominated in US dollars.
don't you understand...
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$Nikkei 225 (.N225.JP)$
Just like the previous statement, concerns about an American recession spread, leading to a strong yen and a decline in stocks. An intense rebound.
Does Ueda's remark being cleared up at today's press conference mean a return to a weak yen mood?
Even after several attempts, the USD/JPY couldn't rebound?
Weak yen? High stock prices? Chasing higher prices to make a comeback?
What is happening with the yen depreciation at an incredible speed? This market is so fast-paced that it's hard to keep up.
$USD/JPY (USDJPY.FX)$
Just like the previous statement, concerns about an American recession spread, leading to a strong yen and a decline in stocks. An intense rebound.
Does Ueda's remark being cleared up at today's press conference mean a return to a weak yen mood?
Even after several attempts, the USD/JPY couldn't rebound?
Weak yen? High stock prices? Chasing higher prices to make a comeback?
What is happening with the yen depreciation at an incredible speed? This market is so fast-paced that it's hard to keep up.
$USD/JPY (USDJPY.FX)$
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3
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
I blew the beer I was drinking out of my nose because the probability of a 0.5% rate cut was 65%. I realized that the words of the former president of the New York Fed, even if he is a "former", have a big impact. On the other hand, I thought, well, wouldn't it be better if the New York Fed made all the decisions? And I also wondered if it was okay for a former official to say whatever they wanted during the blackout period. With the market moving, I also worried that insider trading-like activities could happen in the bond market, which made me a little unhappy, but it's possible that I'm just an amateur overthinking things.
I blew the beer I was drinking out of my nose because the probability of a 0.5% rate cut was 65%. I realized that the words of the former president of the New York Fed, even if he is a "former", have a big impact. On the other hand, I thought, well, wouldn't it be better if the New York Fed made all the decisions? And I also wondered if it was okay for a former official to say whatever they wanted during the blackout period. With the market moving, I also worried that insider trading-like activities could happen in the bond market, which made me a little unhappy, but it's possible that I'm just an amateur overthinking things.
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$NVIDIA (NVDA.US)$ $USD/JPY (USDJPY.FX)$ $E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
As expected, Vanguard ✌️
Vanguard is buying dollars, and the market views the expectation of a U.S. interest rate cut as excessive. Anchalee Worrachate September 18, 2024 20:05 JST
⇨ Unwinding the short position on the dollar established in July
The US economy is not weak enough to justify a rate cut aimed at avoiding a recession.
Vanguard, one of the world's largest asset management companies, is buying the dollar this week due to the view that the market's expectations of a rate cut in the US have gone too far.
The company, which holds an active investment fund of $1.7 trillion (about 241 trillion yen), has unwound its short position on the dollar that it built in July. This is because they expect that the easing cycle of the Federal Reserve is not as aggressive as the market has priced in. According to Alres Cutler, chief international interest rate strategist, whether the rate cut on the 18th is 0.25 points or 0.5 points is irrelevant.
"Dollar...
As expected, Vanguard ✌️
Vanguard is buying dollars, and the market views the expectation of a U.S. interest rate cut as excessive. Anchalee Worrachate September 18, 2024 20:05 JST
⇨ Unwinding the short position on the dollar established in July
The US economy is not weak enough to justify a rate cut aimed at avoiding a recession.
Vanguard, one of the world's largest asset management companies, is buying the dollar this week due to the view that the market's expectations of a rate cut in the US have gone too far.
The company, which holds an active investment fund of $1.7 trillion (about 241 trillion yen), has unwound its short position on the dollar that it built in July. This is because they expect that the easing cycle of the Federal Reserve is not as aggressive as the market has priced in. According to Alres Cutler, chief international interest rate strategist, whether the rate cut on the 18th is 0.25 points or 0.5 points is irrelevant.
"Dollar...
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Next week's FOMC will be disappointed if it's anything other than 50 bps interest rate cuts - market stakeholders' views
Ahead of the US Federal Open Market Committee (FOMC) policy interest rate announcement next week, among tradersProspects for drastic interest rate cutswas revived, and that probability was factored in as 40%. The comments of market participants are as follows.
◎ Charlie McErigott of Nomura Securities International:
Here's the problem. The possibility of a 50 basis point (bp, 1 bp = 0.01%) interest rate cut has been revived quite a bit in the market, and the momentum is dissipating the 25bp interest rate cut theory. If it's not 50 bps, the market will be disappointed
◎ Mr. Fawad Razakzada from the City Index:
Judging from market movements, it is certain that investors are expecting dovish interest rate decisions. It may be in the form of a surprise 50 bps interest rate cut. Alternatively, there was an acceptance that the probability of a 50 bps interest rate cut went to zero after 25 bps interest rate cuts and an inflation index that exceeded expectations, which might strongly suggest a 50 bps interest rate cut at least one meeting remaining within the year. In fact, the factoring in drastic interest rate cuts almost disappeared for a while, but then it went back to square one. Next week's...
Ahead of the US Federal Open Market Committee (FOMC) policy interest rate announcement next week, among tradersProspects for drastic interest rate cutswas revived, and that probability was factored in as 40%. The comments of market participants are as follows.
◎ Charlie McErigott of Nomura Securities International:
Here's the problem. The possibility of a 50 basis point (bp, 1 bp = 0.01%) interest rate cut has been revived quite a bit in the market, and the momentum is dissipating the 25bp interest rate cut theory. If it's not 50 bps, the market will be disappointed
◎ Mr. Fawad Razakzada from the City Index:
Judging from market movements, it is certain that investors are expecting dovish interest rate decisions. It may be in the form of a surprise 50 bps interest rate cut. Alternatively, there was an acceptance that the probability of a 50 bps interest rate cut went to zero after 25 bps interest rate cuts and an inflation index that exceeded expectations, which might strongly suggest a 50 bps interest rate cut at least one meeting remaining within the year. In fact, the factoring in drastic interest rate cuts almost disappeared for a while, but then it went back to square one. Next week's...
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$USD/JPY (USDJPY.FX)$
Are the funds just going to buy yen cheaply and sell them at a high price? Can you think of any other reasons for buying yen, with a policy interest rate of 0.15% and a bond interest rate of 0.8%?
Are the funds just going to buy yen cheaply and sell them at a high price? Can you think of any other reasons for buying yen, with a policy interest rate of 0.15% and a bond interest rate of 0.8%?
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$Nikkei 225 (.N225.JP)$
I can conclude that there will be a big backlash today.
Japanese government officials in their spare time don't talk nonsense! trash
I can conclude that there will be a big backlash today.
Japanese government officials in their spare time don't talk nonsense! trash
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This article uses auto-translation in some sections
On the 21st, the U.S. Bureau of Labor Statistics (BLS) announced that there may have been a 28% lower increase in the number of employees over the past year than previously reported. This revision, the largest in 15 years, raises concerns that the actual economic situation may be weakening more than expected. Although there were suggestions that the Federal Reserve's (FRB) anticipated rate cut in September might have been delayed, the market's reaction was subdued.
On the 21st, U.S. stock market indexes across the board rose, with the S&P 500 up by 0.42%, the Dow up by 0.14%, and the U.S. small-cap stock index and chip stock index rising by over 1%. U.S. bond yields also continued to decline (bond prices rose), falling to nearly 11 basis points. $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$dropping by nearly 11 basis points.
Suggesting a significant slowdown in the labor market.
On the 21st, the U.S. Department of Labor Statistics announced estimated annual revisions for the 2024 employment statistics, lowering the total number of U.S. non-farm sector employees for the year ending in March 2024 to 0.818 million, a downward revision of 0.5%.
Although there was already a sense of slowdown in the U.S. labor market, the reality reflects further cooling.
Official revised values will be released in January 2025...
On the 21st, the U.S. Bureau of Labor Statistics (BLS) announced that there may have been a 28% lower increase in the number of employees over the past year than previously reported. This revision, the largest in 15 years, raises concerns that the actual economic situation may be weakening more than expected. Although there were suggestions that the Federal Reserve's (FRB) anticipated rate cut in September might have been delayed, the market's reaction was subdued.
On the 21st, U.S. stock market indexes across the board rose, with the S&P 500 up by 0.42%, the Dow up by 0.14%, and the U.S. small-cap stock index and chip stock index rising by over 1%. U.S. bond yields also continued to decline (bond prices rose), falling to nearly 11 basis points. $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$dropping by nearly 11 basis points.
Suggesting a significant slowdown in the labor market.
On the 21st, the U.S. Department of Labor Statistics announced estimated annual revisions for the 2024 employment statistics, lowering the total number of U.S. non-farm sector employees for the year ending in March 2024 to 0.818 million, a downward revision of 0.5%.
Although there was already a sense of slowdown in the U.S. labor market, the reality reflects further cooling.
Official revised values will be released in January 2025...
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$S&P 500 Index (.SPX.US)$ What is this right angle reduction
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