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Japanese stocks are likely to continue growing next week. Since semiconductor-related companies have been making financial results one after another in overseas markets, there is a possibility that purchases expecting a reversal in market conditions or bottoming out in future will enter domestic related stocks. In the US stock market, regardless of the tense situation in the Middle East or additional interest rate hikes by the Federal Reserve,If corporate performance exceeds market expectations, there is a possibility that it will rise towards the end of the yearChris Zaccarelli said. In terms of financial results, US Wedbush SecuritiesDemand for artificial intelligence and growth in IT (information technology) investment were confirmed, and “it will create a tech stock rally over the end of the year”I insisted.
Meanwhile, next weekFed Chairman PowellStarting with giving a lecture in New York, Richmond Federal Bank President and New York Fed President attended lectures and debates one after another.It seems to be an important hint to measure the stance of US financial authority leaders on interest rate hikes. Also, from the 21st, Fed officials will be prohibited from making statements about the economy and policy prospectsEntering a blackout period. Once the transmission of information from the Federal Reserve is interrupted,Investors' perspectives seem to shift from US interest rates to corporate performance。
1. The Nikkei Average rebounds for the first time in 4 weeks...
Translated
![Next week's financial results and economic calendar (10/16 to 10/20) financial results announcements are in full swing! Will it be a support material for US stocks](https://sgsnsimg.moomoo.com/feed_image/181250687/2cef7bb219623643a9a7782892d5083f.png/thumb)
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This article uses automatic translation for some of its parts
The US Bureau of Labor Statistics made the announcementUS Consumer Price Index (CPI) for SeptemberIs3.7% increase from the previous year、Exceeded market expectations of 3.6%There was a 3.7% increase in the previous fiscal year. The rise in prices, which had been accelerating for the second month in a row, came to an end.0.4% increase from previous monthAlthough growth has slowed from 0.6% in the previous fiscal year,Exceeded 0.3% of market expectationsThe high standards continue.
Exclude energy and foodUS Core Consumer Price Index (CPI) for SeptemberIs4.1% increase from the previous year、In line with market expectations of 4.1%It was the lowest growth since 2021/9, and it has been falling for 6 consecutive months. It sluggish from 4.3% in the previous quarter.0.3% compared to the previous month、Market forecast is 0.3%Growth has not changed from the previous fiscal year.
In response to September's CPI data,Some of the Wall Street analysts' perspectives are as follows.
FED watcher Nick Timiraos's point of view
Fed watcher Nick Timiraos, the Wall Street Journal's chief economics reporter, said in response to the September CPI data,”Progress in suppressing inflation stalled in September, and there is still a path to complete elimination of inflationary pressure...
The US Bureau of Labor Statistics made the announcementUS Consumer Price Index (CPI) for SeptemberIs3.7% increase from the previous year、Exceeded market expectations of 3.6%There was a 3.7% increase in the previous fiscal year. The rise in prices, which had been accelerating for the second month in a row, came to an end.0.4% increase from previous monthAlthough growth has slowed from 0.6% in the previous fiscal year,Exceeded 0.3% of market expectationsThe high standards continue.
Exclude energy and foodUS Core Consumer Price Index (CPI) for SeptemberIs4.1% increase from the previous year、In line with market expectations of 4.1%It was the lowest growth since 2021/9, and it has been falling for 6 consecutive months. It sluggish from 4.3% in the previous quarter.0.3% compared to the previous month、Market forecast is 0.3%Growth has not changed from the previous fiscal year.
In response to September's CPI data,Some of the Wall Street analysts' perspectives are as follows.
Fed watcher Nick Timiraos, the Wall Street Journal's chief economics reporter, said in response to the September CPI data,”Progress in suppressing inflation stalled in September, and there is still a path to complete elimination of inflationary pressure...
Translated
![Check out the list of Wall Street's viewpoints where opinions on the US September CPI are unexpectedly accelerating and split!](https://sgsnsimg.moomoo.com/feed_image/181250687/5fa5877b55b4308f8fba3e8f1cca130c.png/thumb)
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Since the far-right Republican Party in the US House of Representatives refused to approve a new financial resource arrangement between the same party and the Senate controlled by the Democratic Party,The US government is facing a crisis of closureDoing it.Until 10/1If not resolved, approximately 4 million employees will be unpaid.
US rating agency Moody's Investors Service said on the 25th that partial closure of US government agencies is for the US”Credit negativeIt expressed the view that it was” (negative factor in ratings).
The closure stated, “Now that fiscal strength is declining in response to the expansion of budget deficits and deterioration in debt repayment capacity, it will prove that fiscal policy making will be greatly restricted as political polarization progresses further.”
This article uses automatic translation for some of its parts
moomoo news~ Zeber
Source: Moomoo, Bloomberg, Dow Jones
US rating agency Moody's Investors Service said on the 25th that partial closure of US government agencies is for the US”Credit negativeIt expressed the view that it was” (negative factor in ratings).
The closure stated, “Now that fiscal strength is declining in response to the expansion of budget deficits and deterioration in debt repayment capacity, it will prove that fiscal policy making will be greatly restricted as political polarization progresses further.”
This article uses automatic translation for some of its parts
moomoo news~ Zeber
Source: Moomoo, Bloomberg, Dow Jones
Translated
![Is the US government closing crisis again, how difficult is the stock market going?](https://sgsnsimg.moomoo.com/feed_image/181250687/bc2de977c6c13d0891104e0186f64aba.png/thumb)
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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 started at 33261.35 yen, 18.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) rose 1.94 points to 2432.24.
Top news
Sharing Perception with the U.S. “Without Eliminating Any Means” on Exchange Rate Fluctuations - Kanda Treasurer
Treasurer Kanda Masato of the Ministry of Finance told reporters within the Ministry on the morning of the 20th that “we will take appropriate measures against fluctuations that have gone too far” with regard to foreign exchange rates. Mr. Kanda emphasized that “we are communicating extremely closely with the US currency authorities, and we share the perception that excessive fluctuations are unfavorable.”
Hedging against the appreciation of the yen is recommended, in preparation for a slowdown in the US economy - BoFA
Bank of America (BoFA) strategists anticipate that the US economy will converge into the world economy and slow down, and recommend dollar/yen option transactions that anticipate that they will prepare for increased exchange rate volatility and the appreciation of the yen.
If the Bank of Japan cancels negative interest rates, an expanded view of management centered on yen bonds - Mr. Suzuki of Fukoku Life
...
Market Overview
Today's Nikkei Stock Average started at 33261.35 yen, 18.76 yen higher than the previous business day, and the Tokyo Stock Price Index (TOPIX) rose 1.94 points to 2432.24.
Top news
Sharing Perception with the U.S. “Without Eliminating Any Means” on Exchange Rate Fluctuations - Kanda Treasurer
Treasurer Kanda Masato of the Ministry of Finance told reporters within the Ministry on the morning of the 20th that “we will take appropriate measures against fluctuations that have gone too far” with regard to foreign exchange rates. Mr. Kanda emphasized that “we are communicating extremely closely with the US currency authorities, and we share the perception that excessive fluctuations are unfavorable.”
Hedging against the appreciation of the yen is recommended, in preparation for a slowdown in the US economy - BoFA
Bank of America (BoFA) strategists anticipate that the US economy will converge into the world economy and slow down, and recommend dollar/yen option transactions that anticipate that they will prepare for increased exchange rate volatility and the appreciation of the yen.
If the Bank of Japan cancels negative interest rates, an expanded view of management centered on yen bonds - Mr. Suzuki of Fukoku Life
...
Translated
![Nikkei Average rebound starts, “do not eliminate all means” due to exchange rate fluctuations that have gone too far, says Kanda Treasurer](https://sgsnsimg.moomoo.com/feed_image/181569713/d9e79744297e34af81b9b1b818f051c5.png/thumb)
![Nikkei Average rebound starts, “do not eliminate all means” due to exchange rate fluctuations that have gone too far, says Kanda Treasurer](https://sgsnsimg.moomoo.com/feed_image/181569713/c40a378e05513104ad819cd3a53ab2fb.png/thumb)
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☑️ Show another interest rate hike with SEP to restrain the careless rise in stock prices
☑️ However, Grandpa Pow emphasizes that it will be decided live each time from the data that comes out, and Pow captures the market with an accuracy of about half the time.
☑️ The fact that the interest rate increase process has changed from speed to wait-and-see is significant in the big picture. In the end, Pow will be a factor in suppressing future stock price fluctuations.
☑️ However, Grandpa Pow emphasizes that it will be decided live each time from the data that comes out, and Pow captures the market with an accuracy of about half the time.
☑️ The fact that the interest rate increase process has changed from speed to wait-and-see is significant in the big picture. In the end, Pow will be a factor in suppressing future stock price fluctuations.
Translated
![⭐️ Brother Pow's FOMC impressions](https://sgsnsimg.moomoo.com/feed_image/181326361/1c024c2a976036a78240e63b045eb7da.jpg/thumb)
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