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"Trump 2.0 market." 'which led to'started.On November 6th, the day Mr. Trump won the U.S. presidential election, the U.S. marketRisk-onhas become. The Trump administration'stax cuts, deregulation, and tariff policies are expected to boost the US economy and corporate profits, leading toexpectations. As a result,rallying stocks and a strong dollarhave advanced. The start of the Trump 2.0 administration will be in January next year, and it will be necessary to monitor the extent of policy implementation but for now, the expectations for policies seem to continue.
After confirming the situation on the first day of the 'Trump 2.0 market,'taking into account the Trump administration's policiesPick up "stocks to cry and stocks to laugh at".[AgroScience Segment] Herbicides saw a significant decrease due to the sales period being brought forward compared to the previous year for agricultural land and golf courses, but revenues increased due to strong demand for railroads and home gardening.
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First day of the 'Trump 2.0 market' (November 6): Risk-on
Movement to incorporate President Trump's promises of tax cuts, deregulation, tariffs, and immigration policies
⇒Trump's policies have the potential to stimulate economic growth, corporate profits, and inflation simultaneously
●Stock price rise
Tax cuts have a positive impact on economic growth and corporate profits.
◇Dow Inc.: Rises 3.6%
◇S&P500: Rises 2.5%
◇nasdaq 100: +2.7% increase
◇russell 2000: +5.8% increase
●rising interest rates, strong dollar
Tax cuts lead to economic growth and fiscal deficit expansion, while tariff hikes lead to inflationary pressures....
After confirming the situation on the first day of the 'Trump 2.0 market,'taking into account the Trump administration's policiesPick up "stocks to cry and stocks to laugh at".[AgroScience Segment] Herbicides saw a significant decrease due to the sales period being brought forward compared to the previous year for agricultural land and golf courses, but revenues increased due to strong demand for railroads and home gardening.
Movement to incorporate President Trump's promises of tax cuts, deregulation, tariffs, and immigration policies
⇒Trump's policies have the potential to stimulate economic growth, corporate profits, and inflation simultaneously
●Stock price rise
Tax cuts have a positive impact on economic growth and corporate profits.
◇Dow Inc.: Rises 3.6%
◇S&P500: Rises 2.5%
◇nasdaq 100: +2.7% increase
◇russell 2000: +5.8% increase
●rising interest rates, strong dollar
Tax cuts lead to economic growth and fiscal deficit expansion, while tariff hikes lead to inflationary pressures....
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Influenced by the US-August Consumer Price Index (CPI), which exceeded expectations, observations of drastic interest rate cuts receded, and the US stock market temporarily fell due to Wednesday's forward trading. However, NVIDIA CEO Jensen Huang's statement that strong demand for AI chips will lead to strained relationships with customers saved the sluggish market on his own and powerfully led a V-shaped reversal of the three major indices. Concerns about a decline in semiconductor demand were mitigated, and the company's stock soared by nearly 8%, $PHLX Semiconductor Index (.SOX.US)$It also rose sharply by nearly 5%.
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Which AI stocks are more stable than NVIDIA?
As the market's trust in AI is recovering, some investors are paying attention to AI-related stocks that are doing well even in the midst of the storm. While the market fluctuated, the decline from high prices over the past month was modest, showing stability, and achieved a stronger rise than NVIDIA.
last week $S&P 500 Index (.SPX.US)$Recruiting for has just been announced $Palantir (PLTR.US)$, the beginning of the year...
As the market's trust in AI is recovering, some investors are paying attention to AI-related stocks that are doing well even in the midst of the storm. While the market fluctuated, the decline from high prices over the past month was modest, showing stability, and achieved a stronger rise than NVIDIA.
last week $S&P 500 Index (.SPX.US)$Recruiting for has just been announced $Palantir (PLTR.US)$, the beginning of the year...
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Set a live reminder
Explaining market information before and after the closing of the Tokyo stock market, individual stocks that stood out today, and the outlook for the market from tomorrow. Main explanation by Shinichi Kamada (Radio NIKKEI commentator). * This program is not intended to solicit investment or other actions. Please make the final decision regarding investment on your own.
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ザ・マネー～Today’s Market（2024.09.11）
Sep 11 14:00
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Former President Trump, the Republican candidate for the U.S. presidential election, and Vice President Harris, the Democratic candidate, will have their first debate on September 10th, during the presidential candidate debate hosted by ABC Television. This debate will be the first opportunity for both candidates to directly engage in a debate, and the outcome of their performances could potentially change the situation.
According to the latest opinion poll, it was found that Mr. Harris continues to lead Mr. Trump by a margin of less than 2 points. As we enter the final two months before the November election, the future direction is attracting attention.
In the stock market, "Trump trade" and "Harris trade" anticipating the election of either candidate have already become active. Jefferies has analyzed the impact of the policies of Mr. Trump and Ms. Harris on various industries and companies if either one wins the presidency.
Trump policies and related stocks
Mr. Trump advocates for higher import tariffs and stricter immigration policies, as well as early resolution of the Ukraine conflict, tax cuts, and the use of traditional energy sources and technological innovation. The following are the stocks that are likely to benefit from these policies:
● Immigration Policy...
According to the latest opinion poll, it was found that Mr. Harris continues to lead Mr. Trump by a margin of less than 2 points. As we enter the final two months before the November election, the future direction is attracting attention.
In the stock market, "Trump trade" and "Harris trade" anticipating the election of either candidate have already become active. Jefferies has analyzed the impact of the policies of Mr. Trump and Ms. Harris on various industries and companies if either one wins the presidency.
Trump policies and related stocks
Mr. Trump advocates for higher import tariffs and stricter immigration policies, as well as early resolution of the Ukraine conflict, tax cuts, and the use of traditional energy sources and technological innovation. The following are the stocks that are likely to benefit from these policies:
● Immigration Policy...
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