182099423
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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...
Translated
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1
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$Nikkei 225 (.N225.JP)$
Concerns about an American recession spread after the previous statement, leading to a sharp drop from yen strength and stock market weakness. Fierce rebound.
Is it a return to a yen depreciation mood as Ueda's concerns were dispelled in today's press conference?
Is the dollar-yen, which failed to rebound despite several attempts, due to the GC?
Yen weakness? Stock high? Reappearance of chasing higher prices?
What is happening with the rapid depreciation of the yen? This market is moving at an unbelievable pace that I can't keep up with.
$USD/JPY (USDJPY.FX)$
Concerns about an American recession spread after the previous statement, leading to a sharp drop from yen strength and stock market weakness. Fierce rebound.
Is it a return to a yen depreciation mood as Ueda's concerns were dispelled in today's press conference?
Is the dollar-yen, which failed to rebound despite several attempts, due to the GC?
Yen weakness? Stock high? Reappearance of chasing higher prices?
What is happening with the rapid depreciation of the yen? This market is moving at an unbelievable pace that I can't keep up with.
$USD/JPY (USDJPY.FX)$
Translated
5
3
182099423
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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.
Translated
5
182099423
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$NVIDIA (NVDA.US)$ $USD/JPY (USDJPY.FX)$ $E-mini NASDAQ 100 Futures(DEC4) (NQmain.US)$
As expected from Vanguard ✌️
Vanguard buys the dollar, and the market's expectation of a US interest rate cut is seen as excessive. Anchalee Worrachate September 18, 2024 20:05 JST
⇨Resolve the short position in the dollar built in July
⇨The US economy is not weak enough to justify a rate cut aimed at avoiding a downturn
Vanguard, one of the world's largest asset management companies, is buying the dollar this week based on the view that the market's expectation of a US interest rate cut is excessive.
The company, which holds active management funds totaling 1.7 trillion dollars (about 241 trillion yen), has resolved its short position in the dollar built in July. This is because they expect the Federal Reserve's easing cycle to be less aggressive than what the market has priced in. According to Ares Koutney, the Chief International Interest Rate Officer, it doesn't matter whether the rate cut on the 18th is 0.25 or 0.5 points.
"Dollar...
As expected from Vanguard ✌️
Vanguard buys the dollar, and the market's expectation of a US interest rate cut is seen as excessive. Anchalee Worrachate September 18, 2024 20:05 JST
⇨Resolve the short position in the dollar built in July
⇨The US economy is not weak enough to justify a rate cut aimed at avoiding a downturn
Vanguard, one of the world's largest asset management companies, is buying the dollar this week based on the view that the market's expectation of a US interest rate cut is excessive.
The company, which holds active management funds totaling 1.7 trillion dollars (about 241 trillion yen), has resolved its short position in the dollar built in July. This is because they expect the Federal Reserve's easing cycle to be less aggressive than what the market has priced in. According to Ares Koutney, the Chief International Interest Rate Officer, it doesn't matter whether the rate cut on the 18th is 0.25 or 0.5 points.
"Dollar...
Translated
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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...
Translated
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$USD/JPY (USDJPY.FX)$
ファンドがどうせまた安くで円買って、高くで売ろうと思ってるんじゃないですか。政策金利が0.15%,国債利率0.8%である円の買いの理由がそんな事以外考えられますか?
ファンドがどうせまた安くで円買って、高くで売ろうと思ってるんじゃないですか。政策金利が0.15%,国債利率0.8%である円の買いの理由がそんな事以外考えられますか?
7
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$Nikkei 225 (.N225.JP)$
I firmly believe that there will be a significant rebound today.
Don't babble, idle Japanese bureaucrats! Trash
I firmly believe that there will be a significant rebound today.
Don't babble, idle Japanese bureaucrats! Trash
Translated
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182099423
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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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