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Japanese stock ETFs that are US dollar hedged go up very efficiently. Double win with exchange and Japanese stocks! I'm also satisfied with the dividends. I wonder if I can't buy it in Japan?
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Good evening to all moomoo users!![]()
This is the reading for tonight's NY stock.![]()
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 37523.55 dollars with a depreciation of 159.46 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 99.64 points at 14744.13. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, fell 21.61 points to 4741.93.
$Dow Jones Industrial Average(.DJI.US$
$S&P 500 Index(.SPX.US$
$Nasdaq Composite Index(.IXIC.US$
Top news
US trade deficit shrinks to $63.2 billion in November - market forecast $64.9 billion
The US trade deficit in November last year was 63.2 billion dollars, shrinking from the previous month's 64.5 billion dollars (64.3 billion dollars previously announced). The median market forecast compiled by Bloomberg is $64.9 billion.
Wedbush Securities Executives “Expect Higher Small and Medium Cap Stocks” in '24
There are many opinions that the US stock exchange rate, which has risen to the highest price range, will rise further in 2024. The US Federal Reserve (Fed)...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, began at 37523.55 dollars with a depreciation of 159.46 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, fell 99.64 points at 14744.13. The S&P 500 average, which consists of stocks of 500 companies, which are large US stocks, fell 21.61 points to 4741.93.
$Dow Jones Industrial Average(.DJI.US$
$S&P 500 Index(.SPX.US$
$Nasdaq Composite Index(.IXIC.US$
Top news
US trade deficit shrinks to $63.2 billion in November - market forecast $64.9 billion
The US trade deficit in November last year was 63.2 billion dollars, shrinking from the previous month's 64.5 billion dollars (64.3 billion dollars previously announced). The median market forecast compiled by Bloomberg is $64.9 billion.
Wedbush Securities Executives “Expect Higher Small and Medium Cap Stocks” in '24
There are many opinions that the US stock exchange rate, which has risen to the highest price range, will rise further in 2024. The US Federal Reserve (Fed)...
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✅ Exchange $USD/JPY(USDJPY.FX$
・The dollar rose
・The pound depreciated in response to a slowdown in British inflation
○Voices from the Market
・Skeptical views on whether the FRB will cut interest rates as rapidly as expected by the market
・What I want to avoid the most is a situation where interest rate hikes must be reversed after a few months
✅ Bonds
・Yields are at a low level for the first time in about 5 months
・The trend of global bond appreciation due to the further strengthening of interest rate cut observations next year has spread
○Voices from the Market
・Economic growth is slowing down, giving some people a sense of recession quite a bit
✅ Shares
・Sudden decline
・The rise has stopped
・S&P 500 short-term put options were bought in large quantities
・Sales wary of rising geopolitical risks in response to reports that the United States is considering military action in response to repeated ship attacks in the Red Sea by the Houthis faction, a pro-Iranian armed group in Yemen
○Voices from the Market
・The market price has grown, and it is clearly overbought
・There is a large probability that the softening of labor market conditions associated with a suppressive economic policy stance will weigh on future demand, consumption, and growth
✔ ︎ alphabet (GOOG) $Alphabet-C(GOOG.US$
...
・The dollar rose
・The pound depreciated in response to a slowdown in British inflation
○Voices from the Market
・Skeptical views on whether the FRB will cut interest rates as rapidly as expected by the market
・What I want to avoid the most is a situation where interest rate hikes must be reversed after a few months
✅ Bonds
・Yields are at a low level for the first time in about 5 months
・The trend of global bond appreciation due to the further strengthening of interest rate cut observations next year has spread
○Voices from the Market
・Economic growth is slowing down, giving some people a sense of recession quite a bit
✅ Shares
・Sudden decline
・The rise has stopped
・S&P 500 short-term put options were bought in large quantities
・Sales wary of rising geopolitical risks in response to reports that the United States is considering military action in response to repeated ship attacks in the Red Sea by the Houthis faction, a pro-Iranian armed group in Yemen
○Voices from the Market
・The market price has grown, and it is clearly overbought
・There is a large probability that the softening of labor market conditions associated with a suppressive economic policy stance will weigh on future demand, consumption, and growth
✔ ︎ alphabet (GOOG) $Alphabet-C(GOOG.US$
...
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[Education News]
・The price of US bonds has been rising for 4 consecutive weeks, and interest rate cuts next year are high.
・On Wall Street, a simple strategy to invest in the S&P 500 was successful, and the year-to-date increase rate was 24%.
・Iran denied involvement in the attack on merchant ships in the Red Sea, and the US government insisted on deep involvement.
・US personal consumption expenditure (PCE) statistics for November
The core-based price index falls short of market expectations, and there is a high possibility that a reduction in US interest rates next year will be observed.
The PCE core price index rose 0.1% from the previous month and fell below market expectations of 0.2%.
・US consumers
2023 also stimulated the economy with high-end restaurants and revenge trips.
Much depends on debt.
As shown in the figure, credit card balances have increased rapidly, and the average annual interest rate has exceeded 20%, reaching a record high.
In addition to this, exhaustion of savings and economic unease due to the COVID-19 pandemic have had an impact on consumers.
・Ministry of Land, Infrastructure, Transport and Tourism expert meetings
As a response to the “2024 problem” in the logistics industry, we have compiled recommendations to raise fares paid by shippers by an average of 8% in order to promote improved treatment for drivers.
It is based on a system relating to proper freight rates in the logistics industry, and increases in raw material prices and fuel costs...
・The price of US bonds has been rising for 4 consecutive weeks, and interest rate cuts next year are high.
・On Wall Street, a simple strategy to invest in the S&P 500 was successful, and the year-to-date increase rate was 24%.
・Iran denied involvement in the attack on merchant ships in the Red Sea, and the US government insisted on deep involvement.
・US personal consumption expenditure (PCE) statistics for November
The core-based price index falls short of market expectations, and there is a high possibility that a reduction in US interest rates next year will be observed.
The PCE core price index rose 0.1% from the previous month and fell below market expectations of 0.2%.
・US consumers
2023 also stimulated the economy with high-end restaurants and revenge trips.
Much depends on debt.
As shown in the figure, credit card balances have increased rapidly, and the average annual interest rate has exceeded 20%, reaching a record high.
In addition to this, exhaustion of savings and economic unease due to the COVID-19 pandemic have had an impact on consumers.
・Ministry of Land, Infrastructure, Transport and Tourism expert meetings
As a response to the “2024 problem” in the logistics industry, we have compiled recommendations to raise fares paid by shippers by an average of 8% in order to promote improved treatment for drivers.
It is based on a system relating to proper freight rates in the logistics industry, and increases in raw material prices and fuel costs...
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2023 was a year of major instability in the global financial and economic situation. While unexpected banking crises and geopolitical risks occurred, concerns about turmoil and economic recession due to the most aggressive monetary tightening in the past few decades continued.
Nevertheless, the fervor surrounding artificial intelligence is boosting US stocks. Furthermore, after continuing to fall for 10 months, US bonds have recently turned to an upward trend again, Bitcoin has made a strong comeback, and gold prices have skyrocketed, breaking numerous historical records.
The following are events that had a big impact on the 2023 market. What events did all of the moomoo users find investment opportunities?
This article uses automatic translation for some parts
Source: moomoo
-moomoo news team
Nevertheless, the fervor surrounding artificial intelligence is boosting US stocks. Furthermore, after continuing to fall for 10 months, US bonds have recently turned to an upward trend again, Bitcoin has made a strong comeback, and gold prices have skyrocketed, breaking numerous historical records.
The following are events that had a big impact on the 2023 market. What events did all of the moomoo users find investment opportunities?
This article uses automatic translation for some parts
Source: moomoo
-moomoo news team
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Due to expectations of a recovery in semiconductor market conditions, major “ultrapure water” equipment companies used in semiconductor manufacturing processes $Nomura Micro Science(6254.JP$with $Organo(6368.JP$Stocks are expensive. Thoroughly removed bacteria, gases, etc.Ultrapure water has extremely strong detergency, and since it can purify nano-level semiconductor circuits, it is essential in semiconductor manufacturing.The cleaning process is said to account for about 30% of the semiconductor manufacturing process, and ultrapure water equipment is an important infrastructure.
◆ $Nomura Micro Science(6254.JP$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
◆ $Nomura Micro Science(6254.JP$
Major ultrapure water equipment company. Branch from Hokko Chemical Co., Ltd. It is leading the way in developing semiconductor companies in Korea and Taiwan, and about 30% of sales go to Samsung Korea. High ROE (return on equity). Stock prices have continued to rise since the consolidated earnings forecast for the fiscal year ending March 31, 24 was drastically revised in late October. Since semiconductor-related companies are vigorous investment and maintenance businesses are strong,Consolidated sales for the fiscal year ending March 24 are expected to increase 45.2% from the previous fiscal year to 72 billion yen, and net profit is expected to increase 15.4% to 6.7 billion yen...
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