News
The next president Trump mentioned imposing a 25% tariff on Mexico and Canada, and a 10% tariff on Chinese products at Truth Social.
The market reaction.
Mentioned imposing a 25% tariff on Mexico and Canada, and a 10% tariff on Chinese products at Truth Social.
The Nikkei Average Stock Price fell during the trading session.
Source.
Truth Social
https://truthsocial.com/@realdonaldtrump/posts/113546215408213585 https://truthsocial.com/@realdonaldtrump/posts/113546215051155542
Trump to impose 10% tariff on Chinese products - 25% on Mexico and Canada, according to Bloomberg.
https://www.bloomberg.co.jp/news/articles/2024-11-25/SNJ65NT1UM0W00
USA theatrically reimposing Trump tariffs - even surprising trading partners, as reported by Nikkei Asian Review.
https://www.nikkei.com/article/DGXZQOGN261HA0W4A121C2000000/
Reference information
Mr. Yasuyuki Tanaka in the Tohsil...
The next president Trump mentioned imposing a 25% tariff on Mexico and Canada, and a 10% tariff on Chinese products at Truth Social.
The market reaction.
Mentioned imposing a 25% tariff on Mexico and Canada, and a 10% tariff on Chinese products at Truth Social.
The Nikkei Average Stock Price fell during the trading session.
Source.
Truth Social
https://truthsocial.com/@realdonaldtrump/posts/113546215408213585 https://truthsocial.com/@realdonaldtrump/posts/113546215051155542
Trump to impose 10% tariff on Chinese products - 25% on Mexico and Canada, according to Bloomberg.
https://www.bloomberg.co.jp/news/articles/2024-11-25/SNJ65NT1UM0W00
USA theatrically reimposing Trump tariffs - even surprising trading partners, as reported by Nikkei Asian Review.
https://www.nikkei.com/article/DGXZQOGN261HA0W4A121C2000000/
Reference information
Mr. Yasuyuki Tanaka in the Tohsil...
Translated
![[Avo Market Update] Is the Trump market coming back on 11/26/2024?](https://sgsnsimg.moomoo.com/sns_client_feed/182445859/20241127/d464f6ac9feb44b47fc71568327cf62d.png/thumb?area=105&is_public=true)
3
Summary - One-word comment
- The USA has allowed Ukraine to use long-range missiles.
- In response to Ukraine's ATACMS missile use, Russia relaxed its nuclear use doctrine. This led to a temporary strengthening of the Japanese yen and a decline in stocks.
NVIDIA's earnings exceeded consensus, but the market reacted with a decline. However, it has not led to a deterioration in the market.
Bitcoin has almost reached 0.1 million dollars above 99000. $BTC/USD (BTCUSD.CC)$
It remains the strongest asset in recent performance.
5日間パフォーマンス
● US stock list with earnings this week
Stock name: Nvidia Corp $NVIDIA (NVDA.US)$
Final price: 141.95 5-day Change: -0.03 5-day % Change: -0.02%
Stock name: Tencent Holdings ADR
Final Price: 51.2000 5-day Chg: -0.4500 5-day %Chg: -0.87%
Stock Name: Walmart Inc
Final Price: 90.44 5-day Chg: +6...
- The USA has allowed Ukraine to use long-range missiles.
- In response to Ukraine's ATACMS missile use, Russia relaxed its nuclear use doctrine. This led to a temporary strengthening of the Japanese yen and a decline in stocks.
NVIDIA's earnings exceeded consensus, but the market reacted with a decline. However, it has not led to a deterioration in the market.
Bitcoin has almost reached 0.1 million dollars above 99000. $BTC/USD (BTCUSD.CC)$
It remains the strongest asset in recent performance.
5日間パフォーマンス
● US stock list with earnings this week
Stock name: Nvidia Corp $NVIDIA (NVDA.US)$
Final price: 141.95 5-day Change: -0.03 5-day % Change: -0.02%
Stock name: Tencent Holdings ADR
Final Price: 51.2000 5-day Chg: -0.4500 5-day %Chg: -0.87%
Stock Name: Walmart Inc
Final Price: 90.44 5-day Chg: +6...
Translated
5
Nvidia's financial results have been released. $NVIDIA (NVDA.US)$
After dropping temporarily by 5% after hours, the price has recovered, and it seems that the market conditions will not deteriorate.
From Reuters
Revenue for the 8-10 month period was $35.82 billion, exceeding market expectations of $33.16 billion. Adjusted earnings per share were $0.81, surpassing the expected $0.75.
- NVIDIA 10-Q:cloudfront.net/...
・nvidia, falls 5% after earnings announcement, post-market trading - Individual US stock news - Kabutan | US stocks
・nvidia's revenue exceeds financial estimates, with a 2% drop in stock price falling short of some expectations.
・Nvidia just reported Q3 results. Wall Street wanted guidance a touch higher. (nasdaq: nvda)" data-render="ssr
After dropping temporarily by 5% after hours, the price has recovered, and it seems that the market conditions will not deteriorate.
From Reuters
Revenue for the 8-10 month period was $35.82 billion, exceeding market expectations of $33.16 billion. Adjusted earnings per share were $0.81, surpassing the expected $0.75.
- NVIDIA 10-Q:cloudfront.net/...
・nvidia, falls 5% after earnings announcement, post-market trading - Individual US stock news - Kabutan | US stocks
・nvidia's revenue exceeds financial estimates, with a 2% drop in stock price falling short of some expectations.
・Nvidia just reported Q3 results. Wall Street wanted guidance a touch higher. (nasdaq: nvda)" data-render="ssr
Translated
7
Last night, the Nikkei Futures plummeted below 38,000 yen along with the strengthening yen.
It appears to be news related to the relaxation of Russia's criteria (doctrine) for nuclear use.
It is believed to be related to the use of long-range missiles supplied by the USA to Ukraine.
After that, the price has returned.
$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$
$USD/JPY (USDJPY.FX)$
(Quoted from Reuters)
- If Russia faces an attack that poses a serious threat to its sovereignty and territorial integrity through the use of conventional weapons on its territory or its ally Belarus, it will consider a nuclear attack.
A conventional attack on Russia by a non-nuclear-weapon state supported by nuclear-weapon states is considered a joint attack.
Large-scale attacks by aircraft, cruise missiles, and unmanned aerial vehicles (drones) on Russian territory could also trigger a nuclear attack.
An aggression against Russia by some allied countries is considered an aggression by the entire alliance.
Regardless of Russia-Ukraine, geopolitical risks remain high, and one must remain vigilant about future headlines.
It is important to be careful not to go against the trend as it often leads to going in the opposite direction reflexively.
It appears to be news related to the relaxation of Russia's criteria (doctrine) for nuclear use.
It is believed to be related to the use of long-range missiles supplied by the USA to Ukraine.
After that, the price has returned.
$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$
$USD/JPY (USDJPY.FX)$
(Quoted from Reuters)
- If Russia faces an attack that poses a serious threat to its sovereignty and territorial integrity through the use of conventional weapons on its territory or its ally Belarus, it will consider a nuclear attack.
A conventional attack on Russia by a non-nuclear-weapon state supported by nuclear-weapon states is considered a joint attack.
Large-scale attacks by aircraft, cruise missiles, and unmanned aerial vehicles (drones) on Russian territory could also trigger a nuclear attack.
An aggression against Russia by some allied countries is considered an aggression by the entire alliance.
Regardless of Russia-Ukraine, geopolitical risks remain high, and one must remain vigilant about future headlines.
It is important to be careful not to go against the trend as it often leads to going in the opposite direction reflexively.
Translated
3
Bitcoin has become a topic of conversation in everyday life after a long time,
How about you all?
Summary - One-word comment
Cryptocurrency assets surged, with bitcoin surpassing $90,000. $BTC/USD (BTCUSD.CC)$
Due to the increase in inflation, the CPI surpassed 155 yen against the dollar. $USD/JPY (USDJPY.FX)$
TSMC has halted shipments of advanced semiconductors to China following orders from the US authorities.
The Prime Ministerial election, which was tumultuous as it did not reach a majority, has been decided in favor of Mr. Ishiba.
Seven & i Holdings has received an acquisition proposal from the founding family.
Federal Reserve Chair Powell stated that there is no need to rush the pace of rate cuts.
Japan's GDP growth rate has slowed down compared to the previous quarter.
5日間パフォーマンス
● US stock list with earnings this week
Astrazeneca Plc ADR:
Final Price: 63.23 5-day Chg: -1.81 5-day % Change: -2.78%
alibaba group Holding ADR:
Final price: 88.59 5-day Chg: -1.99 5-day %Chg: ...
How about you all?
Summary - One-word comment
Cryptocurrency assets surged, with bitcoin surpassing $90,000. $BTC/USD (BTCUSD.CC)$
Due to the increase in inflation, the CPI surpassed 155 yen against the dollar. $USD/JPY (USDJPY.FX)$
TSMC has halted shipments of advanced semiconductors to China following orders from the US authorities.
The Prime Ministerial election, which was tumultuous as it did not reach a majority, has been decided in favor of Mr. Ishiba.
Seven & i Holdings has received an acquisition proposal from the founding family.
Federal Reserve Chair Powell stated that there is no need to rush the pace of rate cuts.
Japan's GDP growth rate has slowed down compared to the previous quarter.
5日間パフォーマンス
● US stock list with earnings this week
Astrazeneca Plc ADR:
Final Price: 63.23 5-day Chg: -1.81 5-day % Change: -2.78%
alibaba group Holding ADR:
Final price: 88.59 5-day Chg: -1.99 5-day %Chg: ...
Translated
4
Yesterday's Producer Price Index (PPI) results were on the stronger side.
While it is not always the case, producer prices tend to lead consumer prices.
Result: 0.2%, Previous: 0.1%, Consensus: 0.2%
・Core
Result: 0.3%, Previous: 0.2%, Consensus: 0.3%
The image shows the 12-month change rate without seasonal adjustment, but the bottom was a little while ago and it's slightly rising.
While it is not always the case, producer prices tend to lead consumer prices.
Result: 0.2%, Previous: 0.1%, Consensus: 0.2%
・Core
Result: 0.3%, Previous: 0.2%, Consensus: 0.3%
The image shows the 12-month change rate without seasonal adjustment, but the bottom was a little while ago and it's slightly rising.
Translated
Recently, there has been a vibrant activity in the Japanese stock options market known as "Kabu-Op".
With the entry of moomoo Securities, an announcement of the service launch was made 4 days ago.
moomoo Securities Co., Ltd., which provides next-generation investment apps, hereby announces the commencement of handling of valuable securities options (referred to as "Kabu-Op"). By providing options trading targeting individual securities at industry-leading transaction fees, we will further widen the choices for individual investors.
As I am a novice in single options trading, I will actually make trades and report back later.
Currently, liquidity is provided by market makers for the 12 stocks shown in the image below.
The number of stocks may increase along with the trading volume.
Source of stock list
Stocks targeted by options trading market makers
With the entry of moomoo Securities, an announcement of the service launch was made 4 days ago.
moomoo Securities Co., Ltd., which provides next-generation investment apps, hereby announces the commencement of handling of valuable securities options (referred to as "Kabu-Op"). By providing options trading targeting individual securities at industry-leading transaction fees, we will further widen the choices for individual investors.
As I am a novice in single options trading, I will actually make trades and report back later.
Currently, liquidity is provided by market makers for the 12 stocks shown in the image below.
The number of stocks may increase along with the trading volume.
Source of stock list
Stocks targeted by options trading market makers
Translated
6
Yesterday, cryptocurrencies surged.
According to Barhart, both Bitcoin and Ethereum saw an increase of over 10% in a day.
It's the surprising day after crossing the $80,000 mark.
Stock name: Bitcoin - USD $BTC/USD (BTCUSD.CC)$
Final price: 87,857.93 Change amount: +11,329.73 % Change: +14.80%
Stock Name: Ethereum - USD $ETH/USD (ETHUSD.CC)$
Final price: 3,320.986 Change: +379.013 % Change: +12.88%
According to Barhart, both Bitcoin and Ethereum saw an increase of over 10% in a day.
It's the surprising day after crossing the $80,000 mark.
Stock name: Bitcoin - USD $BTC/USD (BTCUSD.CC)$
Final price: 87,857.93 Change amount: +11,329.73 % Change: +14.80%
Stock Name: Ethereum - USD $ETH/USD (ETHUSD.CC)$
Final price: 3,320.986 Change: +379.013 % Change: +12.88%
Translated
2
Summary - One-word comment
- President Trump declared victory ahead of the majority of media's electoral votes in battleground states, and victory was later confirmed. After the victory declaration, various assets moved significantly. [Stock price increase, USD appreciation, rise in US interest rates]
- Japan continues to be in political turmoil as the Democratic Party of the People holds the reins over the so-called 'income barrier'.
- Trading hours in Japan's stock market have been changed.
The Reserve Bank of Australia remained cautious about inflation and kept the policy interest rate unchanged.
The Bank of England cut interest rates by 0.25%. However, it was a hawkish statement as there is a possibility of the new administration's budget proposal pushing up prices.
The Federal Reserve cut interest rates by 0.25%. Chairman Powell denies the possibility of dismissal due to political pressure from President Trump.
5日間パフォーマンス
●各アセット
銘柄名: Nikkei 225 Index
Final price: 39,381.41, 5-day Chg: +104.02, 5-day %Chg: +0.26%
Stock Name: Tokyo Topix Index
Final price: 2,743.08, 5-day Chg: +39.36, 5-day %Chg: +1.46%
...
- President Trump declared victory ahead of the majority of media's electoral votes in battleground states, and victory was later confirmed. After the victory declaration, various assets moved significantly. [Stock price increase, USD appreciation, rise in US interest rates]
- Japan continues to be in political turmoil as the Democratic Party of the People holds the reins over the so-called 'income barrier'.
- Trading hours in Japan's stock market have been changed.
The Reserve Bank of Australia remained cautious about inflation and kept the policy interest rate unchanged.
The Bank of England cut interest rates by 0.25%. However, it was a hawkish statement as there is a possibility of the new administration's budget proposal pushing up prices.
The Federal Reserve cut interest rates by 0.25%. Chairman Powell denies the possibility of dismissal due to political pressure from President Trump.
5日間パフォーマンス
●各アセット
銘柄名: Nikkei 225 Index
Final price: 39,381.41, 5-day Chg: +104.02, 5-day %Chg: +0.26%
Stock Name: Tokyo Topix Index
Final price: 2,743.08, 5-day Chg: +39.36, 5-day %Chg: +1.46%
...
Translated
Both saw interest rate cuts of 0.25%.
・Anglo-Central Bank interest rate cut 5.00% → 4.75%
・Fed rate cut 4.75% to 5.00% → 4.50% to 4.75%
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
$UK 10-Year Treasury Notes Yield (GB10Y.BD)$
● Here are some websites you should check out.
Bank of England cuts interest rates by 0.25%, interest rate 4.75%, high prices forecast in response to budget plan
[English]Bank rate reduced to 4.75% - November 2024
FOMC cuts interest rates by 0.25 points - supports economic expansion for 2 consecutive meetings
Full text of the US FOMC statement
[English]Federal Reserve issues FOMC statement
・Anglo-Central Bank interest rate cut 5.00% → 4.75%
・Fed rate cut 4.75% to 5.00% → 4.50% to 4.75%
$U.S. 2-Year Treasury Notes Yield (US2Y.BD)$
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
$UK 10-Year Treasury Notes Yield (GB10Y.BD)$
● Here are some websites you should check out.
Bank of England cuts interest rates by 0.25%, interest rate 4.75%, high prices forecast in response to budget plan
[English]Bank rate reduced to 4.75% - November 2024
FOMC cuts interest rates by 0.25 points - supports economic expansion for 2 consecutive meetings
Full text of the US FOMC statement
[English]Federal Reserve issues FOMC statement
Translated
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
![[loading]](data:image/svg+xml;base64,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)