マンチカンのマチ
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Announced at 23:00 on 2024/7/3ISM Non-Manufacturing IndexResults for the previous month of 53.848.8It was.
It can be said that the US service industry is in recession by breaking 50, which is the turning point between the boom and recession.
After 2020/5/6 when it dropped drastically due to the effects of the coronavirus shockThe lowest numberIt is.
It became a material for interest rate cutsStock heightIt's a factor.
It was announced on 2024/7/2Number of JOLTS job offersThe result was 8.14 million compared to 7.919 million people in the previous month.
Because the boom in the labor market will recede the period of interest rate cutsStock depreciationIt's a factor.
It was announced on 2024/7/3 at 21:15Number of ADP employees (month-on-month)Results for 0.157 million people in the previous month150,000 peopleIt was.
This is the third consecutive month of decline.
Number of JOLTS job offersOn the other hand, it was strongNumber of ADP employeesA weak number came out.
The reason why the number of employed people is declining even if the number of job offers is high is the sector where jobs are increasingbiasedIt's from there.
It was announced on 2024/7/3Number of new unemployment insurance claimsResults for 0.234 million cases the previous week0.238 million piecesIt was.
The decline stopped for 2 consecutive weeks and rebounded.
The upward trend has been getting stronger since the beginning of May.
unemployedThe increase in interest rates became material for interest rate cutsStock heightFactors...
It can be said that the US service industry is in recession by breaking 50, which is the turning point between the boom and recession.
After 2020/5/6 when it dropped drastically due to the effects of the coronavirus shockThe lowest numberIt is.
It became a material for interest rate cutsStock heightIt's a factor.
It was announced on 2024/7/2Number of JOLTS job offersThe result was 8.14 million compared to 7.919 million people in the previous month.
Because the boom in the labor market will recede the period of interest rate cutsStock depreciationIt's a factor.
It was announced on 2024/7/3 at 21:15Number of ADP employees (month-on-month)Results for 0.157 million people in the previous month150,000 peopleIt was.
This is the third consecutive month of decline.
Number of JOLTS job offersOn the other hand, it was strongNumber of ADP employeesA weak number came out.
The reason why the number of employed people is declining even if the number of job offers is high is the sector where jobs are increasingbiasedIt's from there.
It was announced on 2024/7/3Number of new unemployment insurance claimsResults for 0.234 million cases the previous week0.238 million piecesIt was.
The decline stopped for 2 consecutive weeks and rebounded.
The upward trend has been getting stronger since the beginning of May.
unemployedThe increase in interest rates became material for interest rate cutsStock heightFactors...
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マンチカンのマチ
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With the yen depreciating trend, intervention is probably impossible, and many investors anticipate that it will continue for a while.
Japan was driven to raise interest rates, and once the financial sector was bought up or the yen appreciated, the yen eventually depreciated again due to the interest rate difference between Japan and the US. I can see it.
Japan was driven to raise interest rates, and once the financial sector was bought up or the yen appreciated, the yen eventually depreciated again due to the interest rate difference between Japan and the US. I can see it.
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マンチカンのマチ
commented on
This week's points
Japanese stocks this week are expected to rise moderately and round up the range, and there seems to be a possibility that the milestone of the 40,000 yen range will be tested again. However, it is easy to sell back when the Nikkei Average is around the 40,000 yen milestone. Even if it exceeds 40,000 yen, I think it will be difficult for the upper price to grow from a sense of arrival. As a shopping trend, due to rising long-term interest rates in Japan,Financial stocks such as banks and insurance are likely to be bought. Towards the second half of the week, the wait-and-see mood is expected to increase ahead of US employment statistics. Meanwhile, the fact that the dollar and yen maintain a weak yen trend is likely to support mainly export stocks. However, it is easy for imported stocks to become heavy, and it seems that brands such as eating out and retail are aware of the weight of the increase.
Domestically, it will be announced on the 1st for the Bank of Japan meetingJune Bank of Japan TankanInterest in it is high. The business condition judgment index (DI) of the large enterprise manufacturing industry is 11, and it is expected to remain flat from March. If the content further supports the Bank of Japan's early interest rate hike observations, which are rising due to the depreciation of the yen, it is likely to be a development that encourages interest rate increases and boosts value (undervalued) stocks and financial stocks. 5 days in the USThe US June employment statistics are a major focusIt becomes. Last time...
Japanese stocks this week are expected to rise moderately and round up the range, and there seems to be a possibility that the milestone of the 40,000 yen range will be tested again. However, it is easy to sell back when the Nikkei Average is around the 40,000 yen milestone. Even if it exceeds 40,000 yen, I think it will be difficult for the upper price to grow from a sense of arrival. As a shopping trend, due to rising long-term interest rates in Japan,Financial stocks such as banks and insurance are likely to be bought. Towards the second half of the week, the wait-and-see mood is expected to increase ahead of US employment statistics. Meanwhile, the fact that the dollar and yen maintain a weak yen trend is likely to support mainly export stocks. However, it is easy for imported stocks to become heavy, and it seems that brands such as eating out and retail are aware of the weight of the increase.
Domestically, it will be announced on the 1st for the Bank of Japan meetingJune Bank of Japan TankanInterest in it is high. The business condition judgment index (DI) of the large enterprise manufacturing industry is 11, and it is expected to remain flat from March. If the content further supports the Bank of Japan's early interest rate hike observations, which are rising due to the depreciation of the yen, it is likely to be a development that encourages interest rate increases and boosts value (undervalued) stocks and financial stocks. 5 days in the USThe US June employment statistics are a major focusIt becomes. Last time...
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マンチカンのマチ
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$NVIDIA(NVDA.US$
I think NVIDIA is easy to understand
The timing of going down and the timing of going up are as in the textbook
It's different from Japanese stocks full of insiders (hopeless)
There is a 75-day moving average around 128 on a 4-hour scale, so I think it will become important whether we can surpass this point
I think NVIDIA is easy to understand
The timing of going down and the timing of going up are as in the textbook
It's different from Japanese stocks full of insiders (hopeless)
There is a 75-day moving average around 128 on a 4-hour scale, so I think it will become important whether we can surpass this point
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7
マンチカンのマチ
reacted to
$Micron Technology(MU.US$
My NISA slot was filled up, so I used my wife's NISA slot to buy the full price. I've had jumping high kicks since morning, I want to see if my wife wrote NVIDIA. Am I a locust now! If I say that, you're a caterpillar! Well, we had a heartwarming morning. Hold it with locusts and caterpillars. At the end, the two of them ended with Long Live the Industrial Revolution 🙌🙌🙌. that's crazy. I'll do my best.
My NISA slot was filled up, so I used my wife's NISA slot to buy the full price. I've had jumping high kicks since morning, I want to see if my wife wrote NVIDIA. Am I a locust now! If I say that, you're a caterpillar! Well, we had a heartwarming morning. Hold it with locusts and caterpillars. At the end, the two of them ended with Long Live the Industrial Revolution 🙌🙌🙌. that's crazy. I'll do my best.
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マンチカンのマチ
reacted to
$NVIDIA(NVDA.US$
It's better to attack here. If it went down, it went down, so I bought more. It's too early to make a profit or cut losses. they're all tuppers!
It's better to attack here. If it went down, it went down, so I bought more. It's too early to make a profit or cut losses. they're all tuppers!
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13
マンチカンのマチ
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$NVIDIA(NVDA.US$
Come take advantage of the short selling momentum 👹
Come take advantage of the short selling momentum 👹
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マンチカンのマチ
commented on
$CrowdStrike(CRWD.US$ The stock price has made a profit of 150% over the past year, but it is traded at a price-earnings ratio of 720 or higher. It seems overvalued, but the stock has risen 11% over the past month.
I'm not sure if I should jump on the bandwagon or refrain from investing. Please let me know if anyone has an opinion.
I'm not sure if I should jump on the bandwagon or refrain from investing. Please let me know if anyone has an opinion.
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マンチカンのマチ
commented on
$NVIDIA(NVDA.US$
I would like to hear about everyone's reasons for trying to make a profit.
I would like to hear about everyone's reasons for trying to make a profit.
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