Gun violence further strengthens "Trump-related transactions"It seems that according to Polymarket, the probability of donald trump winning the November election has increased by about 10 points since the shooting incident, reaching 70%. On the other hand, the probability of rival Biden winning has further decreased to 18%. The so-called "trump trade" seems to be gaining even more momentum.
"Trump Trade" Resurges! Who Will Be the Winner in the Trump Market?
"Trump Trade" arrives faster and in a less volatile form than expectedIt seems. Based on the trends of this presidential election,The scenario where donald trump wins the presidency and the Republicans control both chambers is the most likely. Trumpimplementation of tariff increases + income tax cuts + reinforcement of strict immigration policies" is expected to bring good revenue to the United States, but it may trigger inflation again, leading to the possibility of high yields on U.S. bonds and the dollar remaining high. According to BloomUS dollar、bitcoin、Gold、US stocks (especially defensive shares, traditional energy shares), attention should be paid to these four major assets.
"Trump trade"...

Are you familiar with MicroStrategy in the US stock market? It is an enterprise software company and is the listed company with the largest shareholding of bitcoin in the world.
MicroStrategy has had a fantastic year. The company's stock price has outperformed the top 7 tech giants so far this year and has also outperformed the rise in bitcoin.
In numbers, MicroStrategy has accumulated 174,530 bitcoins since 2020, and its reserve is currently valued at approximately $7.4 billion.
In November alone, MicroStrategy purchased $0.593 billion worth of bitcoin, marking its largest purchase since investing $1 billion in bitcoin back in February 2021.
The largest corporate buyer of bitcoin.
MicroStrategy has been operating as a software company for 35 years, but in recent years it has become widely known as the largest corporate buyer of bitcoin. The company's co-founder and chairman, Mr. Michael Saylor, aims to acquire as much bitcoin as possible...

Oh, once again 150 yen per dollar
It's no good anymore

Summarize
・The Bank of Japan is considering policy changes, which is different from 2023 when the yen failed to appreciate
・Interest rates are rising in Japan, and there is a possibility that interest rates will fall in the US
backgrounds
　・Observations that the Bank of Japan will decide to cancel the negative interest rate policy at policy meetings on the 18th and 19th of this month increased, and the yen rose close to 4% in just 1 day. After that, after falling for 2 consecutive days, the yen appreciated again.
　・The Bank of Japan policy meeting in January and March will be an event to further strengthen speculation for the April meeting, where many BOJ watchers see the highest possibility of policy change. The inflation rate has been above the Bank of Japan target of 2% for over a year and a half, but the Bank of Japan is trying to obtain further confirmation of steady wage growth, and there is a possibility that this will be shown in the spring battle next year.
　・ “Long-term structural improvements in the Japanese economy have progressed sufficiently.” Steven Barrow, who is in charge of G10 strategy at Standard Bank, cited positive changes such as overcoming deflation and rising stock markets, and predicts that the yen will appreciate over the long term regardless of whether interest rate differences have been reduced or not. The exchange rate of yen one year from now is expected to be 1 dollar = 125 yen. The TSE stock price index (TOPIX) has risen more than 20% since the beginning of the year.
　・Rice products until December 5...