$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$ Due to the priority of speculating on last week's high market, the exchange rate and stock prices were rising (this is exactly what it means to count chickens before they hatch), but nothing more happened beyond simply resetting to the previous point. And now, the futures are already rising.
Completely,
❌: Ishiba Shock
○: Higa Bubble Burst
It felt like that.
Those who got overly excited influenced by internet memes may want to reflect on whether the sources they usually follow tend to only share biased stories. It might be a good idea to look back.

$Symbotic (SYM.US)$
The crisis in the United States began six months ago, and I thought it wouldn't be strange if stock prices plummeted at any time. While buying up various Japanese stocks and US stocks, profit determination sales were almost completed from July, other than buying gold mining stocks, and the cashing rate was greatly increased, and they were waiting for opportunities to arrive in preparation for the crisis. The post also sounded an alarm.
At last, that time seems to have come. I want to wait and see until the turbulent ups and downs that intersect with the spectacles of investors who are still waiting for an opportunity calm down. Meanwhile, there is a possibility that stocks that have not stopped crashing will also crash drastically even among blue-chip stocks and stocks with growth expectations, so isn't this just the beginning? Among the opportunities for this overall market crash, I think there is likely to be a decline rate of close to 50% in the past, with the highest price even among promising stocks.
While many investors suffered losses due to profit determination, they were able to completely avoid risk.
Profits have been determined for the most part by the end of July, and there are 3 limit orders of 30 to 50% lower from high prices for blue-chip stocks, excellent high-dividend stocks, and various US stocks with growth expectations...

$OSE Nikkei 225 Futures(DEC4) (NK225main.JP)$
Hmm, I wonder if the items that have been raised in price so far will be lowered when the yen strengthens? Probably not.

$NEXT FUNDS Nikkei 225 ETF (1321.JP)$
This is the market's response to the government's interference with the Bank of Japan and therefore Mr. Ueda's actions.
Mr. Ueda, compared to Mr. Powell's response, will go down in history.
Where is the dementia that raises interest rates in the midst of negative GDP and negative real wages, and even claims that it will continue to raise them?

$MXN/JPY (MXNJPY.FX)$
If Trump were to be re-elected, the impact on the Mexican exchange rate
① Strengthening policies and immigration policies
・If immigration policies are strengthened again, there is a possibility that trade with Mexico and labor flows will be affected, and in particular, if immigrants decrease, Mexico's economic growth will slow down
・Trump previously promoted policies that had a major impact on trade, and if protectionist policies are taken again, it will hurt the Mexican economy
・Infrastructure investment and tax cuts If large-scale infrastructure investments or tax cuts are carried out, the US economy will be strengthened, the dollar will become stronger, and the peso will weaken relatively
② Market response
If Mr. Trump is re-elected, uncertainty will increase, and investors may shift to safe assets to avoid risk
In this case, there is a possibility that the ⭕️ appreciation will progress and the peso-yen rate will decrease
⚠️ However, Trump has made statements that push virtual currency
Since there is a possibility of a “Taiwan emergency” if Trump is re-elected, there is a high possibility that the “emergency yen purchase” scheme will go bankrupt
③ Economic indicators and monetary policy
・Interest rate policy
Trump's economic policy 🇺🇸 affected the inflation rate, brought about changes in the Fed interest rate policy, and high...

Good morning to all moomoo users! We will deliver notable stocks and the latest rating information from the front market.
Today's strong and weak ingredients
7/17 [Strong and Weak Materials]
3 points to pay attention to in the front field
●Buy mainly undervalued rice stocks where observations of a decline in US interest rates are intensifying
● $Toho (9602.JP)$The financial results for the first quarter of the fiscal year ending 2025/2 are operating income of 85.976 billion yen, up 15.9% from the same period last year, and operating profit of 24.576 billion yen, up 34.1% from the same period last year.
● $Mitsubishi Heavy Industries (7011.JP)$Three companies including Mitsubishi Heavy Industries and Kawasaki lift production cuts for the “787” aircraft
Stocks that have moved, notable stocks
$Hitachi Construction Machinery (6305.JP)$、 $Komatsu (6301.JP)$has skyrocketed. Caterpillar's stock price in the US market on the 16th was 4% higher than the previous day, and it was extremely high.
$Saikaya Department Store (8254.JP)$There is a rough price movement up and down. The financial results for the 3rd quarter (23/9/to 24/5) of the fiscal year ending August 24 announced by the company after the end of trading on the 16th showed a significant increase of 180 million yen, which indicates a profit from the main business, doubling from the same period last year, and exceeded the full-year plan.
$SIG Group (4386.JP)$has skyrocketed. The University of Tokyo and Fran...