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Explanation for those who don't really understand wage increases, negative interest rates, Bank of Japan meetings...!
🔵 Getting started
・The 2024 Spring Battle saw wage increases significantly higher than the previous year.
・This is due to high corporate profit margins and labor shortages.
・As a result of this, there is a growing possibility that the Bank of Japan will consider canceling negative interest rates.
🔵 Characteristics of the 2024 Spring Battle
✔ ︎ High level of wage increases
・According to the coalition's aggregated results on the centralized response day, the wage increase rate was 5.28%, which was above 3.80% at the same time last year, and reached a high level for the first time in 33 years since 1991.
・High levels of wage increases have been realized, mainly by major companies, with Toyota Motor Corporation responding at full price for 4 consecutive years, and Nippon Steel increased by 11.8%.
✔ ︎ Spread to small and medium-sized enterprises
・The focus is on the spread to small and medium-sized enterprises. Small and medium-sized enterprises account for about 70% of employment, and how far the momentum of wage increases spreads is important.
・The government has a policy of promoting the spread of wage increases by taking support measures for small and medium-sized enterprises.
✔ ︎ Response to rising prices
・Prices will continue to rise in 2024, and there are concerns that life will become more difficult.
・Wage increases are prices...
🔵 Getting started
・The 2024 Spring Battle saw wage increases significantly higher than the previous year.
・This is due to high corporate profit margins and labor shortages.
・As a result of this, there is a growing possibility that the Bank of Japan will consider canceling negative interest rates.
🔵 Characteristics of the 2024 Spring Battle
✔ ︎ High level of wage increases
・According to the coalition's aggregated results on the centralized response day, the wage increase rate was 5.28%, which was above 3.80% at the same time last year, and reached a high level for the first time in 33 years since 1991.
・High levels of wage increases have been realized, mainly by major companies, with Toyota Motor Corporation responding at full price for 4 consecutive years, and Nippon Steel increased by 11.8%.
✔ ︎ Spread to small and medium-sized enterprises
・The focus is on the spread to small and medium-sized enterprises. Small and medium-sized enterprises account for about 70% of employment, and how far the momentum of wage increases spreads is important.
・The government has a policy of promoting the spread of wage increases by taking support measures for small and medium-sized enterprises.
✔ ︎ Response to rising prices
・Prices will continue to rise in 2024, and there are concerns that life will become more difficult.
・Wage increases are prices...
Translated
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For this wage increase, large enterprises will receive corporate tax cuts, and small and medium-sized enterprises will receive subsidies. If the country's debt increases later and the PB surplus becomes a target, I'm concerned about the consumption tax hike.
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182990286
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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 began at 38548.16 yen, 259.22 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 9.64 points at 2651.95.
Top news
Will the Spring Battle, where expectations are rising, be the decisive hit for Bank of Japan normalization - today's coalition is counting for the 1st round
This year's spring labor-management negotiations (spring battles) have been met one after another by large companies, and expectations are high for wage increases above last year, which was a high level for the first time in about 30 years. While there are observations that the Bank of Japan will decide to raise interest rates for the first time in 17 years next week, the level of attention is higher than ever, as the Bank of Japan places emphasis on spring battle trends as judgment materials.
Japanese corporate bonds and samurai bonds to continue to be issued at a high level in fiscal year 24 - outlook of 5 securities companies
Regardless of the Bank of Japan's monetary policy, major domestic securities companies predict that corporate bonds of Japanese companies and issuance of yen denominated bonds (samurai bonds) by overseas issuers will continue to be strong in 2024. According to Bloomberg data, it has been published so far in fiscal year 23...
Market Overview
Today's Nikkei Stock Average began at 38548.16 yen, 259.22 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 9.64 points at 2651.95.
Top news
Will the Spring Battle, where expectations are rising, be the decisive hit for Bank of Japan normalization - today's coalition is counting for the 1st round
This year's spring labor-management negotiations (spring battles) have been met one after another by large companies, and expectations are high for wage increases above last year, which was a high level for the first time in about 30 years. While there are observations that the Bank of Japan will decide to raise interest rates for the first time in 17 years next week, the level of attention is higher than ever, as the Bank of Japan places emphasis on spring battle trends as judgment materials.
Japanese corporate bonds and samurai bonds to continue to be issued at a high level in fiscal year 24 - outlook of 5 securities companies
Regardless of the Bank of Japan's monetary policy, major domestic securities companies predict that corporate bonds of Japanese companies and issuance of yen denominated bonds (samurai bonds) by overseas issuers will continue to be strong in 2024. According to Bloomberg data, it has been published so far in fiscal year 23...
Translated
![Will the spring battle, where expectations rise due to the depreciation of the Nikkei average of 259 yen, be a decisive hit in normalizing the Bank of Japan - today's coalition tallies for the 1st round](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240315/8e957e1992e14463bb517e5060555478.png/thumb?area=105&is_public=true)
![Will the spring battle, where expectations rise due to the depreciation of the Nikkei average of 259 yen, be a decisive hit in normalizing the Bank of Japan - today's coalition tallies for the 1st round](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240315/77622d126d614d399ae91591aeb95f65.png/thumb?area=105&is_public=true)
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$S&P 500 Index(.SPX.US$ That's why they're doing QE even though it's called QT, so can inflation subside by printing large amounts of money? This capitalist system cannot be sustainable unless something is destroyed by sacrifice.
The fundamental economy will not improve without treatment! The Fed Pow has no choice but to become the bad guy and cause lots of victims! Otherwise, it's not capitalism
co.jp/news/arti...
The fundamental economy will not improve without treatment! The Fed Pow has no choice but to become the bad guy and cause lots of victims! Otherwise, it's not capitalism
co.jp/news/arti...
Translated
![Interest rate hikes are finally in view](https://sgsnsimg.moomoo.com/feed_image/181159419/eb5bcd8bb90f39c385868e791d245b7a.jpg/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
In today's Tokyo stock market, the Nikkei Stock Average began at 31302.51 yen, 240.16 yen higher than the previous business day, and the TSE stock price index (TOPIX) was 16.01 points higher than the previous business day at 2256.74.
Top news
The Bank of Japan meeting is expected to maintain the status quo by less than 80%, smoldering YCC revision theory - survey
Even as Japan's long-term interest rates approach 1% of the upper limit set by the Bank of Japan, close to 80% of Bank of Japan watchers anticipate that the current monetary easing policy will be maintained at next week's monetary policy decision meeting. According to a survey conducted by Bloomberg on 18-23 targeting 45 economists, 76% responded that the Bank of Japan decided to maintain the current state of monetary policy at meetings to be held on the 30th and 31st.
Toyota and Isuzu to mass-produce small hydrogen trucks in the latter half of the 20s
$Isuzu Motors(7202.JP$Is $Toyota Motor(7203.JP$Light trucks for fuel cell vehicles (FCVs), which have been jointly developed with, will be mass-produced in the latter half of the 2020s. Fuel cells that use hydrogen (F...
Market Overview
In today's Tokyo stock market, the Nikkei Stock Average began at 31302.51 yen, 240.16 yen higher than the previous business day, and the TSE stock price index (TOPIX) was 16.01 points higher than the previous business day at 2256.74.
Top news
The Bank of Japan meeting is expected to maintain the status quo by less than 80%, smoldering YCC revision theory - survey
Even as Japan's long-term interest rates approach 1% of the upper limit set by the Bank of Japan, close to 80% of Bank of Japan watchers anticipate that the current monetary easing policy will be maintained at next week's monetary policy decision meeting. According to a survey conducted by Bloomberg on 18-23 targeting 45 economists, 76% responded that the Bank of Japan decided to maintain the current state of monetary policy at meetings to be held on the 30th and 31st.
Toyota and Isuzu to mass-produce small hydrogen trucks in the latter half of the 20s
$Isuzu Motors(7202.JP$Is $Toyota Motor(7203.JP$Light trucks for fuel cell vehicles (FCVs), which have been jointly developed with, will be mass-produced in the latter half of the 2020s. Fuel cells that use hydrogen (F...
Translated
![The Nikkei Average continues to grow and the Bank of Japan meeting is expected to maintain the status quo by less than 80%](https://sgsnsimg.moomoo.com/feed_image/181569713/f516ec68e3f63ac9bf30aa6f3da76650.png/thumb)
![The Nikkei Average continues to grow and the Bank of Japan meeting is expected to maintain the status quo by less than 80%](https://sgsnsimg.moomoo.com/feed_image/181569713/3adba267d68b310ab94695f0ba722e51.png/thumb)
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Overseas investors have invested 2 billion dollars (about 290 billion yen) in hotels in Japan in 2023 so far, and it is said that it has already exceeded 1.4 billion dollars (about 200 billion yen) last year. In addition to the recovery in inbound (foreign travelers), the depreciation of the yen is spurring the pace of investment. According to Bloomberg, the ratio of overseas investors to Japanese hotel acquisitions is the largest since 2014.
In the foreign exchange market, the dollar-yen rate is once again heading towards the 150 yen per dollar range set in October last year. While interest rate differences between Japan and the US are still widening even after the Bank of Japan YCC revisions, there is great interest in investing in real estate in Japan. Overseas investors anticipated reopening due to the COVID-19 pandemic and moved to acquire hotels in Japan from around the fall of '21, but recently the number of properties that can be purchased has decreased, and it seems that supply and demand have become tight.
It is said that Zoe Ward, CEO of Japan Property Central, which provides services for foreign customers, is searching for properties with Singaporean customers who are rushing to acquire properties, and in response to Bloomberg's interview, “What we are facing is that in addition to the fact that supply is really low, everyone is at a major tourist destination...
In the foreign exchange market, the dollar-yen rate is once again heading towards the 150 yen per dollar range set in October last year. While interest rate differences between Japan and the US are still widening even after the Bank of Japan YCC revisions, there is great interest in investing in real estate in Japan. Overseas investors anticipated reopening due to the COVID-19 pandemic and moved to acquire hotels in Japan from around the fall of '21, but recently the number of properties that can be purchased has decreased, and it seems that supply and demand have become tight.
It is said that Zoe Ward, CEO of Japan Property Central, which provides services for foreign customers, is searching for properties with Singaporean customers who are rushing to acquire properties, and in response to Bloomberg's interview, “What we are facing is that in addition to the fact that supply is really low, everyone is at a major tourist destination...
Translated
![Overseas investors accelerate the pace of hotel investment in Japan! 290 billion yen has already been invested this year, and the scramble is progressing due to depreciation of the yen](https://sgsnsimg.moomoo.com/feed_image/181569713/c16bc49bf3f731799a8e39ccacaeb14f.jpg/thumb)
![Overseas investors accelerate the pace of hotel investment in Japan! 290 billion yen has already been invested this year, and the scramble is progressing due to depreciation of the yen](https://sgsnsimg.moomoo.com/feed_image/181569713/30036e229f7a3a9b91a14ac7f0d94a14.png/thumb)
![Overseas investors accelerate the pace of hotel investment in Japan! 290 billion yen has already been invested this year, and the scramble is progressing due to depreciation of the yen](https://sgsnsimg.moomoo.com/feed_image/181569713/70e854aef8cb354581e6ed63c1d59868.jpg/thumb)
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