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This week's points
This week's Japanese stocksAn eventful developmentIt looks like it's going to be. While the dollar and yen are showing unstable movements,Japan-US central bank eventsIt was held, and since the financial market is trying to determine the extent of mitigation, it is easy for a sense of caution to increase in the market. Under these circumstances,Financial results announcements for major US tech companiesThere has been a huge push, and attention is being paid to whether there will be a rewind movement in high-tech stocks, which have been weak recently. Other than that, on 8/2US July employment statisticsis scheduled, and it seems like it will be a development you won't be able to take your eyes off.
The Bank of Japan will hold a monetary policy meeting on the 30th to 31st. Bank of JapanDeciding on a reduction plan for government bond purchasesalong withThe biggest focus is on whether to raise additional interest rates. According to the Economist Survey70% expect to maintain the status quo, and 30% expect interest rate hikesI'll do it. Just because the way we look at the market is divided,Concerns that stock price movements will become rough depending on exchange rates after policy announcementsThere is. As far as I can see Governor Ueda's cautious actions up until now, it seems that government bond purchase reductions will only be decided on an appropriate scale under normal circumstances. Even if interest rate hikes are forced, only after the market has already moved drasticallyThe feeling of exhaustion seems to spreadthat's...
This week's Japanese stocksAn eventful developmentIt looks like it's going to be. While the dollar and yen are showing unstable movements,Japan-US central bank eventsIt was held, and since the financial market is trying to determine the extent of mitigation, it is easy for a sense of caution to increase in the market. Under these circumstances,Financial results announcements for major US tech companiesThere has been a huge push, and attention is being paid to whether there will be a rewind movement in high-tech stocks, which have been weak recently. Other than that, on 8/2US July employment statisticsis scheduled, and it seems like it will be a development you won't be able to take your eyes off.
The Bank of Japan will hold a monetary policy meeting on the 30th to 31st. Bank of JapanDeciding on a reduction plan for government bond purchasesalong withThe biggest focus is on whether to raise additional interest rates. According to the Economist Survey70% expect to maintain the status quo, and 30% expect interest rate hikesI'll do it. Just because the way we look at the market is divided,Concerns that stock price movements will become rough depending on exchange rates after policy announcementsThere is. As far as I can see Governor Ueda's cautious actions up until now, it seems that government bond purchase reductions will only be decided on an appropriate scale under normal circumstances. Even if interest rate hikes are forced, only after the market has already moved drasticallyThe feeling of exhaustion seems to spreadthat's...
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NVIDIA to open AI data center in Malaysia
YTL Power International, a power generation operator managed by Malaysian millionaire Francis Yeo, will build an advanced supercomputer at a data center under construction in Johor, Malaysia through a partnership with NVIDIA.
YTL Power International, a power generation operator managed by Malaysian millionaire Francis Yeo, will build an advanced supercomputer at a data center under construction in Johor, Malaysia through a partnership with NVIDIA.
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While rescue teams are searching for Iranian President Ebrahim Raisi due to a helicopter crash, WTI crude oil futures surpassed $80 per barrel on Monday, expanding the range of gains from last week, and political uncertainty in major oil producing countries has increased.
Iranian state media reported that although the location of the crash had been identified, the condition of Mr. Raisi was unknown.
In the US, the government announced late last week that 3.3 million barrels of crude oil had been purchased at $79.38 per barrel to replenish strategic oil reserves.
Furthermore, the latest OPEC report showed that member countries exceeded the production limit of 568,000 barrels per day in April, but maintained steady demand forecasts of 2.25 million barrels per day in 2024 and 1.85 million barrels per day in 2025.
Investors are currently watching the June 1 meeting where OPEC will decide on production policies for the second quarter and beyond.
Iranian state media reported that although the location of the crash had been identified, the condition of Mr. Raisi was unknown.
In the US, the government announced late last week that 3.3 million barrels of crude oil had been purchased at $79.38 per barrel to replenish strategic oil reserves.
Furthermore, the latest OPEC report showed that member countries exceeded the production limit of 568,000 barrels per day in April, but maintained steady demand forecasts of 2.25 million barrels per day in 2024 and 1.85 million barrels per day in 2025.
Investors are currently watching the June 1 meeting where OPEC will decide on production policies for the second quarter and beyond.
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6
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According to US government officials, Iran is using the aid of service providers based in Malaysia to evade US sanctions and sell oil overseas.
“Iran's oil transportation capacity has depended on these kinds of service providers based in Malaysia. We would like to discuss it directly with Malaysians,” he added, as quoted by AFP.
The official also said, “The suspension of these oil shipments will be a serious blow to Iran's ability to fund attacks around the world, including Houthi attacks currently threatening commercial vessels.”
Since the Trump administration re-introduced sanctions against Tehran in 2018, the United States has been trying to block Iran's oil exports. So far, however, the effort has had little success. This is particularly because sanctions were not imposed for at least part of that period. For that reason, there is sufficient motivation to take the risk that oil supply will be tight and enforce sanctions more strictly.
As a result, Iran is actually expanding its oil exports. In the first quarter of this year, these were the highest daily average of 1.56 million in 6 years...
“Iran's oil transportation capacity has depended on these kinds of service providers based in Malaysia. We would like to discuss it directly with Malaysians,” he added, as quoted by AFP.
The official also said, “The suspension of these oil shipments will be a serious blow to Iran's ability to fund attacks around the world, including Houthi attacks currently threatening commercial vessels.”
Since the Trump administration re-introduced sanctions against Tehran in 2018, the United States has been trying to block Iran's oil exports. So far, however, the effort has had little success. This is particularly because sanctions were not imposed for at least part of that period. For that reason, there is sufficient motivation to take the risk that oil supply will be tight and enforce sanctions more strictly.
As a result, Iran is actually expanding its oil exports. In the first quarter of this year, these were the highest daily average of 1.56 million in 6 years...
Translated
6