President Kazuo UedaAt 3:30 p.m. on October 31st, the President will hold a press conference after the conclusion of the monetary policy meeting.
In October, the view that former President Trump is leading in the U.S. presidential election led to a rise in long-term U.S. interest rates, among other things.Strong dollar and weak yen continued. Furthermore, in Japan, the ruling parties, Liberal Democratic and Komeito parties, fell below the majority in the House of Representatives election, leading to an increase in selling yen and buying dollar due to the political uncertainty. Attention is focused on what Governor Ueda will determine about such unstable movements in the financial markets.
If you wish to watch, "Reservation"button.
$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$

$Tesla (TSLA.US)$の株価は、7月23日決算発表してから10％以上下落したものの、過去3ヵ月間で25％以上の上昇率を達成した。ウォール街の投資家はテスラの新たな材料を待っている模様。Q3の納車台数と決算、「ロボタクシー」のイベント開催などは10月発表される予定。また、テスラのヒト型ロボットOptimusも、9月5日から7日に開催される上海INCLUSION会議で出展される。
期待される「FSD」と「ロボタクシー」
テスラが25年第1四半期に中国とヨーロッパで「完全自動運転」（FSD）を開始する計画、現在規制当局の認可待ちという、同社オフィシャルアカウント「Tesla AI」の「X」への投稿で明らかにした。テスラは今年、米国でのFSDの改善とサイバートラックへの搭載に注力する。CEOのマスク氏は、今年末までに規制当局の承認を受けることに楽観的な見通しを示した。
ブルームバーグによると、テスラは10月10日にワーナー・ブラザース・ディスカバリーの映画スタジオでイベントを開催し、延期された「ロボタクシー」も発表する予定...

日本銀行の利上げが円を中心としたキャリートレードを崩壊させた。今、騒動が落ち着く中で、投資家や日本の企業経営者は、世界経済における円の役割に疑問を抱いている。 $USD/JPY (USDJPY.FX)$

$USD/JPY (USDJPY.FX)$
If the economic and price outlook is achieved, easing adjustment will be made, but the basic stance remains unchanged - BOJ Governor Ueda
In English news, it was reported that the yen strengthened, suggesting additional rate hikes by Governor Ueda, and a graph was used to show that the yen appreciated during Governor Ueda's questioning at the Diet.
In reality, it was only during the time when the Constitutional Democratic Party persistently talked about rate hikes that the yen appreciated, including in the latter part of the House of Councillors session, the yen appreciation during this period was reversed for the remaining time.
Broadcasting and the Constitutional Democratic Party are scary.

$USD/JPY (USDJPY.FX)$
There was no particular excitement, right?
Personally, it's good in the afternoon too.
Because Jackson Hole is the main focus.
One point of interest from a technical perspective.
If it breaks above the recent high of 146.526 yen without falling below the recent low of 144.458 yen, a trend reversal in the Dow Theory would be confirmed, so attention should be paid to the short-term trend of a weakening yen and a strengthening dollar.
Due to the excessive inflation of market rate cut expectations influenced by recent economic indicators, if there is any disappointment in rate cuts, there is a possibility of an excessive reaction of dollar buying, so it is important to be prepared.
If it falls below the recent low, follow the trend straightforwardly.

In response to customer requests, we will begin handling ETF4 stocks managed by GraniteShares from 2024/8/22 (Thursday).
[Newly handled stocks]
・Graniteshares 2x Long AAPL Daily ETF - $GraniteShares 2x Long AAPL Daily ETF (AAPB.US)$
・GraniteShares 2x Long AMZN Daily ETF - $GRANITESHARES 2X LONG AMZN DAILY ETF (AMZZ.US)$
・GraniteShares 2x Long Baba Daily ETF - $GraniteShares 2x Long BABA Daily ETF (BABX.US)$
・GraniteShares 2x Long MSFL Daily ETF - $GRANITESHARES 2X LONG MSFT DAILY ETF (MSFL.US)$
[ETF Overview]
・ $GraniteShares 2x Long AAPL Daily ETF (AAPB.US)$...

$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Is it a story?

$USD/JPY (USDJPY.FX)$
Regarding the annual revision of the US employment statistics starting from 23:00.
It's too niche, I honestly don't know about this.
All I can say is that in the past 2-3 days, it has been incorporated more than enough, and the sale of 2 yen has already been completed.
In other words, if there is no revision as much as it was being speculated beforehand, what will happen is a buyback of the dollar.
Rather, considering this risk, I also want to prepare a dollar buying position.
This is OCO for times like this! 👊