コロナEDのルーデウス
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Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 38750.67 yen, 482.13 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 23.63 points at 2729.57.
Top news
The yen falls further 10%, but the Bank of Japan is reluctant to raise interest rates drastically - T. Lowe
Quentin Fitzsimmons, global bond portfolio manager at T. Lowe Price, pointed out that the yen exchange rate will continue to fall, and there is a possibility that it will fall further 10% and sink to the level it has been since the 1980s. It is said that this is because the Bank of Japan is reluctant to raise interest rates drastically.
RELATED ARTICLES
Dollar to yen exchange rate of 154 yen, high dollar led by price concerns and “emergency purchases” - Nihon Keizai Shimbun
The yen is in the 154 yen range for the first time in about 34 years, and the dollar is high due to rising US interest rates and risk aversion - intervention alert
Bank of Japan does not focus only on inflation, in policy decisions - report
The Bank of Japan does not place that much emphasis on inflation in monetary policy decisions and has shifted to a more discretionary approach...
Market Overview
Today's Nikkei Stock Average began at 38750.67 yen, 482.13 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 23.63 points at 2729.57.
Top news
The yen falls further 10%, but the Bank of Japan is reluctant to raise interest rates drastically - T. Lowe
Quentin Fitzsimmons, global bond portfolio manager at T. Lowe Price, pointed out that the yen exchange rate will continue to fall, and there is a possibility that it will fall further 10% and sink to the level it has been since the 1980s. It is said that this is because the Bank of Japan is reluctant to raise interest rates drastically.
RELATED ARTICLES
Dollar to yen exchange rate of 154 yen, high dollar led by price concerns and “emergency purchases” - Nihon Keizai Shimbun
The yen is in the 154 yen range for the first time in about 34 years, and the dollar is high due to rising US interest rates and risk aversion - intervention alert
Bank of Japan does not focus only on inflation, in policy decisions - report
The Bank of Japan does not place that much emphasis on inflation in monetary policy decisions and has shifted to a more discretionary approach...
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コロナEDのルーデウス
voted
Good morning to all moomoo users!Here's an overview of this morning's turnaround. Thank you in advance.
Market Overview
Today's Nikkei Stock Average began at 39582.33 yen, 190.80 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 12.89 points at 2741.80.
Top news
Bank of Japan to discuss upward revisions to FY24 price forecasts due to strong wage increases - stakeholders
At the monetary policy meeting to be held by the Bank of Japan on the 25th and 26th, there is a large possibility that they will discuss an upward revision of the 2024 consumer price (core CPI excluding fresh food) outlook in response to this year's strong wage increases, etc. I found out through interviews with multiple stakeholders who are familiar with the situation.
Corporate prices in fiscal year 23, record high = 2 consecutive years, 2.3% increase - Bank of Japan
The 2023 domestic corporate goods price index (preliminary value, 20-year average = 100) announced by the Bank of Japan on the 10th was 119.9, breaking a record high for 2 consecutive years. Price transfer movements intensified against the backdrop of soaring energy and raw material costs, and it surpassed the previous fiscal year for 3 consecutive years, with a 2.3% increase from the previous fiscal year.
Microsoft announces 440 billion yen investment to strengthen AI and cloud in Japan
...
Market Overview
Today's Nikkei Stock Average began at 39582.33 yen, 190.80 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 12.89 points at 2741.80.
Top news
Bank of Japan to discuss upward revisions to FY24 price forecasts due to strong wage increases - stakeholders
At the monetary policy meeting to be held by the Bank of Japan on the 25th and 26th, there is a large possibility that they will discuss an upward revision of the 2024 consumer price (core CPI excluding fresh food) outlook in response to this year's strong wage increases, etc. I found out through interviews with multiple stakeholders who are familiar with the situation.
Corporate prices in fiscal year 23, record high = 2 consecutive years, 2.3% increase - Bank of Japan
The 2023 domestic corporate goods price index (preliminary value, 20-year average = 100) announced by the Bank of Japan on the 10th was 119.9, breaking a record high for 2 consecutive years. Price transfer movements intensified against the backdrop of soaring energy and raw material costs, and it surpassed the previous fiscal year for 3 consecutive years, with a 2.3% increase from the previous fiscal year.
Microsoft announces 440 billion yen investment to strengthen AI and cloud in Japan
...
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コロナEDのルーデウス
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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, rose 90.86 dollars to 38983.66 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16328.76 with a 74.80 point increase. The S&P 500 average, which consists of stocks of 500 large American stocks, rose 14.64 points to 5217.03.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
US authorities cut interest rates by 0.5 points in June and acted before presidential election - State S
State Street Global Advisors believes that the US Federal Reserve will cut interest rates by 0.5 points as early as June, against the recent hawkish shift in market consensus. The company believes that the US authorities will advance monetary easing ahead of the US presidential election in November. Interest rate cuts by the end of the year are expected to total 1.5 points, and this is due to the current market...
Market Overview
The US market started, and the Dow Jones Industrial Average, which consists of excellent stocks, rose 90.86 dollars to 38983.66 dollars, and the Nasdaq Composite Stock Price Index, which has a high high-tech stock ratio, began at 16328.76 with a 74.80 point increase. The S&P 500 average, which consists of stocks of 500 large American stocks, rose 14.64 points to 5217.03.
$Dow Jones Industrial Average(.DJI.US$
$Nasdaq Composite Index(.IXIC.US$
$S&P 500 Index(.SPX.US$
Top news
US authorities cut interest rates by 0.5 points in June and acted before presidential election - State S
State Street Global Advisors believes that the US Federal Reserve will cut interest rates by 0.5 points as early as June, against the recent hawkish shift in market consensus. The company believes that the US authorities will advance monetary easing ahead of the US presidential election in November. Interest rate cuts by the end of the year are expected to total 1.5 points, and this is due to the current market...
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virtual currency $Bitcoin(BTC.CC$Is trading on the 27th Asian time for the first time since the end of 2021Over 57,000 dollarsIt recorded a high price for the first time in 2 years. It's up 33% year to date.
Buying into virtual currency (crypto assets) has intensified, $Crypto(LIST20010.US$Well then, $CleanSpark(CLSK.US$has soared by about 24%, and the year-to-date rate of increase has reached 84%. $Marathon Digital(MARA.US$is over 21%, $Bitfarms(BITF.US$Over 19%, $Riot Platforms(RIOT.US$、 $Coinbase(COIN.US$is an increase of nearly 17%, $MicroStrategy(MSTR.US$Is 16...
Buying into virtual currency (crypto assets) has intensified, $Crypto(LIST20010.US$Well then, $CleanSpark(CLSK.US$has soared by about 24%, and the year-to-date rate of increase has reached 84%. $Marathon Digital(MARA.US$is over 21%, $Bitfarms(BITF.US$Over 19%, $Riot Platforms(RIOT.US$、 $Coinbase(COIN.US$is an increase of nearly 17%, $MicroStrategy(MSTR.US$Is 16...
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paddy $Microsoft(MSFT.US$Financial results for the first quarter (fiscal year ending July-9) were announced after the local closing on the 24th. Currently, stock prices rose 3.62% on Wednesday.
According to the first quarter financial results,turnover56.517 billion dollars, up 13% from the same period last yearRecord the biggest growth in the past 6 quartersI did it. After dilution, EPS sales also exceeded expectations. newfoundDemand for artificial intelligence (generative AI) products is increasingBusiness results were driven by the fact that growth in the cloud computing business accelerated again as corporate customers' motivation to spend recovered.
Earnings Highlights
Sales growth exceeding 10% stimulates cloud demand due to AI boom
Cloud demand has increased due to the AI boomAs a result, sales of Microsoft in the first quarter financial results increased by more than 10% for the first time in a year. The diluted EPS was 2.99 dollars, a 27% increase from the same period last year, which exceeded expectations by 13%. Sales growth of Azure and other cloud services did not slow down, sales of Office-related businesses increased 13%, and sales of businesses including Windows, PCs, and game consoles increased 3%.We have come out of negative growth in the previous quarter。
Satya Na...
According to the first quarter financial results,turnover56.517 billion dollars, up 13% from the same period last yearRecord the biggest growth in the past 6 quartersI did it. After dilution, EPS sales also exceeded expectations. newfoundDemand for artificial intelligence (generative AI) products is increasingBusiness results were driven by the fact that growth in the cloud computing business accelerated again as corporate customers' motivation to spend recovered.
Earnings Highlights
Sales growth exceeding 10% stimulates cloud demand due to AI boom
Cloud demand has increased due to the AI boomAs a result, sales of Microsoft in the first quarter financial results increased by more than 10% for the first time in a year. The diluted EPS was 2.99 dollars, a 27% increase from the same period last year, which exceeded expectations by 13%. Sales growth of Azure and other cloud services did not slow down, sales of Office-related businesses increased 13%, and sales of businesses including Windows, PCs, and game consoles increased 3%.We have come out of negative growth in the previous quarter。
Satya Na...
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The holding company of Google in the US $Alphabet-A(GOOGL.US$announced financial results for 23Q3 (fiscal year ending 2023/7/9) on the 25th (Japan time). Due to financial results, the demodulation of internet advertisements has become clear. However, it seems that they are disgusted that sales in the cloud division fell below expectations at 8.41 billion dollars, and stock prices are currentlyA decline of nearly 9%. Concerns grew about the company's position in the market, which is essential for future growth.
Earnings Highlights
Stock prices plummeted temporarily despite an increase in sales and profit
GOOG announced financial results for 23Q3 (fiscal year ending 2023/7/9) after closing, and sales (excluding traffic acquisition costs) exceeded expectations, and profit per share also exceeded expectations.What drove the performance was internet advertising for the main businessthat's it. In the first half of 2023, the demodulation of internet advertisements, which referred to “there is spending control by advertisers,” became clear.
CEO Pichai said, “We have realized innovation utilizing AI in various fields such as search, YouTube, cloud, pixel devices, etc. We continue to focus on making AI more useful for everyone, and...
Earnings Highlights
Stock prices plummeted temporarily despite an increase in sales and profit
GOOG announced financial results for 23Q3 (fiscal year ending 2023/7/9) after closing, and sales (excluding traffic acquisition costs) exceeded expectations, and profit per share also exceeded expectations.What drove the performance was internet advertising for the main businessthat's it. In the first half of 2023, the demodulation of internet advertisements, which referred to “there is spending control by advertisers,” became clear.
CEO Pichai said, “We have realized innovation utilizing AI in various fields such as search, YouTube, cloud, pixel devices, etc. We continue to focus on making AI more useful for everyone, and...
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Monetary policy meetings will be held around the world this week. Decision meetings will be held in many countries/regions, starting with the US Federal Open Market Committee (FOMC) on 19-20 and ending with the Bank of Japan meeting on 21-22.
According to Bloomberg's economist survey, in the September FOMC, the policy interest rate will remain unchanged at 5.25-5.5%, and this level will be maintained until interest rate cuts are made in May next year, showing a so-called “hawkish hold.” It is expected that another additional interest rate increase (0.25%) will be shown by the end of the year, but economists predict that the authorities will not actually raise such interest rates. The focus will be on the extent of the possibility of additional interest rate hikes by the end of the year and how much mitigation is expected next year.
In preparation for the Bank of Japan meeting on the 21st, there is growing interest in when negative interest rates will end, which Governor Kazuo Ueda suggested in an interview with the Yomiuri Shimbun. According to the Nihon Keizai Shimbun, deliberation committee member Tamura Naoki of the Bank of Japan stated that “cancellation of negative interest rates is also an option” if the price target is expected to be realized, and as a guideline for the judgment period, “24/1...
According to Bloomberg's economist survey, in the September FOMC, the policy interest rate will remain unchanged at 5.25-5.5%, and this level will be maintained until interest rate cuts are made in May next year, showing a so-called “hawkish hold.” It is expected that another additional interest rate increase (0.25%) will be shown by the end of the year, but economists predict that the authorities will not actually raise such interest rates. The focus will be on the extent of the possibility of additional interest rate hikes by the end of the year and how much mitigation is expected next year.
In preparation for the Bank of Japan meeting on the 21st, there is growing interest in when negative interest rates will end, which Governor Kazuo Ueda suggested in an interview with the Yomiuri Shimbun. According to the Nihon Keizai Shimbun, deliberation committee member Tamura Naoki of the Bank of Japan stated that “cancellation of negative interest rates is also an option” if the price target is expected to be realized, and as a guideline for the judgment period, “24/1...
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Columns “Even if US stock forecasts are raised one after another, be careful when buying,” Wall Street said
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This article uses automatic translation for some of its parts
The US Bureau of Labor Statistics21:30 on 2023/9/13 (Wed) Japan timeuponUS Consumer Price Index (CPI) for AugustIt is scheduled to be announced.
The Federal Reserve (Fed) will look for signs that the broad inflation trend has slowed down even in August, when energy prices soared. According to Bloomberg data, the CPI (year-over-year ratio) for August is expected to rise to 3.6% from 3.2% in July. It is said that this is largely due to rising global energy prices. Gasoline prices rose by more than 10% from July to August on a seasonally adjusted basis. There is a high possibility that overall energy prices also recorded a rapid monthly increase since mid-2022.
According to the PMI price index, stubborn inflation continued in August. The US CPI is consistent with the trend suggested by the S&P Global US PMI Price Index, and is expected to stick around 3% in the coming months. Meanwhile, if the consumer price index (CPI) to be announced this time exceeds expectations, there is a possibility that assets will be re-evaluated.
●Food inflation
The rise in food prices has been huge...
The US Bureau of Labor Statistics21:30 on 2023/9/13 (Wed) Japan timeuponUS Consumer Price Index (CPI) for AugustIt is scheduled to be announced.
The Federal Reserve (Fed) will look for signs that the broad inflation trend has slowed down even in August, when energy prices soared. According to Bloomberg data, the CPI (year-over-year ratio) for August is expected to rise to 3.6% from 3.2% in July. It is said that this is largely due to rising global energy prices. Gasoline prices rose by more than 10% from July to August on a seasonally adjusted basis. There is a high possibility that overall energy prices also recorded a rapid monthly increase since mid-2022.
According to the PMI price index, stubborn inflation continued in August. The US CPI is consistent with the trend suggested by the S&P Global US PMI Price Index, and is expected to stick around 3% in the coming months. Meanwhile, if the consumer price index (CPI) to be announced this time exceeds expectations, there is a possibility that assets will be re-evaluated.
●Food inflation
The rise in food prices has been huge...
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