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.
$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$

$Tesla (TSLA.US)$Despite a more than 10% drop in stock price since the earnings report on July 23rd, it has achieved an increase of over 25% in the past 3 months. Wall Street investors are waiting for new developments regarding Tesla. The Q3 customer deliveries and earnings reports, as well as the 'RoboTaxi' event, are scheduled to be announced in October. Additionally, Tesla's humanoid robot, Optimus, will be showcased at the Shanghai INCLUSION conference from September 5th to 7th.
Anticipated "FSD" and "RoboTaxi".
Tesla plans to introduce 'Full Self-Driving' (FSD) in China and Europe in the first quarter of 2025.Currently pending regulatory approval, Tesla revealed in a post on their official account 'Tesla AI' that they will start 'X' in the first quarter of 2025. This year, Tesla will focus on improving FSD in the USA and its integration into the Cybertruck. CEO Mr. Musk stated,I am optimistic about receiving approval from the regulatory authorities by the end of this year.Indicated.
According to Bloomberg, Tesla is planning to hold an event at Warner Bros. Discovery's movie studio on October 10th, where the postponed 'Robotaxi' will also be announced...

The rate hike by the Bank of Japan has caused the collapse of yen-carry trades. Now, as the turmoil settles, investors and Japanese corporate executives are questioning the role of the yen in the global economy. $USD/JPY (USDJPY.FX)$

$USD/JPY (USDJPY.FX)$
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! 👊