えいきちちゃん
commented on
$Japan 10-Year Treasury Notes Yield (JP10Y.BD)$
The announcement today that Japan's corporate price index is 4.2% was shocking. Just looking at this figure, it seems to validate the BoJ's rate hike. In the future, the financial village and the elderly will likely unite to urge for rate increases. However, as you know, this corporate price index includes food and Energy. The 36.2% increase in agricultural, forestry, and Aquatic Products is remarkable. Even if there are rate hikes, it seems unlikely that the price of rice will decrease, but the pressure to push for rate hikes is likely to strengthen. Today, the 10-year interest rate was high (it's calm now), but it seems like it is anticipated.
Setting aside discussions on monetary policy, let's talk about rice. I am right in the middle of the baby boomer junior but people from the generation above likely remember the rice crisis of the Heisei era. There seem to be movements such as trading companies importing rice from Overseas or the government releasing stockpiled rice as countermeasures against rice shortages, but I wonder if baby boomer juniors and those above slightly think, 'Such efforts are in vain.'
The Heisei rice crisis happened about 30 years ago. It was a record cold summer, and rice could not be harvested. Time...
The announcement today that Japan's corporate price index is 4.2% was shocking. Just looking at this figure, it seems to validate the BoJ's rate hike. In the future, the financial village and the elderly will likely unite to urge for rate increases. However, as you know, this corporate price index includes food and Energy. The 36.2% increase in agricultural, forestry, and Aquatic Products is remarkable. Even if there are rate hikes, it seems unlikely that the price of rice will decrease, but the pressure to push for rate hikes is likely to strengthen. Today, the 10-year interest rate was high (it's calm now), but it seems like it is anticipated.
Setting aside discussions on monetary policy, let's talk about rice. I am right in the middle of the baby boomer junior but people from the generation above likely remember the rice crisis of the Heisei era. There seem to be movements such as trading companies importing rice from Overseas or the government releasing stockpiled rice as countermeasures against rice shortages, but I wonder if baby boomer juniors and those above slightly think, 'Such efforts are in vain.'
The Heisei rice crisis happened about 30 years ago. It was a record cold summer, and rice could not be harvested. Time...
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$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$
I heard that the price of rice has risen by more than 70% in a year. It's rare to get a 70% profit from stocks. Rice is better than stocks.
I heard that the price of rice has risen by more than 70% in a year. It's rare to get a 70% profit from stocks. Rice is better than stocks.
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えいきちちゃん
commented on
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
As for the retail revenue in the USA, the automotive sector has notably poor performance at -3%, along with sports goods, hobbies, musical instruments, and bookstores at -4.6%. I'm not quite sure about the situation with sports goods, but the decline in Autos seems like a rebound from the car replacements that occurred in December due to the typhoon's impact. Therefore, it doesn't seem like such a surprisingly bad situation. However, even excluding the Autos, the data indicates an overall weakness.
As for the retail revenue in the USA, the automotive sector has notably poor performance at -3%, along with sports goods, hobbies, musical instruments, and bookstores at -4.6%. I'm not quite sure about the situation with sports goods, but the decline in Autos seems like a rebound from the car replacements that occurred in December due to the typhoon's impact. Therefore, it doesn't seem like such a surprisingly bad situation. However, even excluding the Autos, the data indicates an overall weakness.
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$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
I never imagined that retail sales would become this bad. Is this some kind of mistake?
I never imagined that retail sales would become this bad. Is this some kind of mistake?
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えいきちちゃん
commented on
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$ Why did the Gold interest rates drop.
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えいきちちゃん
commented on
$Crude Oil Futures(APR5) (CLmain.US)$ $U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
Mr. T boasted about ending the war, and it seems that the movement has begun. From what I've seen in the reports, it appears that they are pressing for significant concessions from Ukraine to bring it to an end. Hmm. It's not an interesting story, but I think it's a rational determination since there is no point in wasting resources, or rather lives, on this, and the problem seems to be finding a compromise.
It was said that the pandemic and the war caused inflation. If the pandemic has resolved (?), and the war is about to end, shouldn't inflation also come to an end?
I don't think it's that simple, but looking at today's crude oil prices and interest rates, I can faintly feel such expectations.
Mr. T boasted about ending the war, and it seems that the movement has begun. From what I've seen in the reports, it appears that they are pressing for significant concessions from Ukraine to bring it to an end. Hmm. It's not an interesting story, but I think it's a rational determination since there is no point in wasting resources, or rather lives, on this, and the problem seems to be finding a compromise.
It was said that the pandemic and the war caused inflation. If the pandemic has resolved (?), and the war is about to end, shouldn't inflation also come to an end?
I don't think it's that simple, but looking at today's crude oil prices and interest rates, I can faintly feel such expectations.
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えいきちちゃん
commented on
$U.S. 10-Year Treasury Notes Yield (US10Y.BD)$
I thought that the interest on US government bonds would rise if the US economy was determined to be strong.
However, conversely, a large sell-off of US government bonds acts as a trigger for interest rate increases.
Well, it's obvious when you think about it.
If the background of rising interest rates is not considered, it may be difficult to determine when inflation is perceived and when discussions about raising the policy interest rate will occur.
I thought that the interest on US government bonds would rise if the US economy was determined to be strong.
However, conversely, a large sell-off of US government bonds acts as a trigger for interest rate increases.
Well, it's obvious when you think about it.
If the background of rising interest rates is not considered, it may be difficult to determine when inflation is perceived and when discussions about raising the policy interest rate will occur.
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$Nikkei 225 (.N225.JP)$ $TOPIX (.TOPIX.JP)$
Today, unexpectedly, Japanese stocks have risen, thinking "I bought Japanese stocks in autumn, hooray for me," but this week is SQ week. It would be nice if there were no false joy tomorrow. ^^；
Today, unexpectedly, Japanese stocks have risen, thinking "I bought Japanese stocks in autumn, hooray for me," but this week is SQ week. It would be nice if there were no false joy tomorrow. ^^；
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えいきちちゃん
commented on
$Crude Oil Futures(APR5) (CLmain.US)$
Just when I started to think that the policy to lower crude oil prices expected from Mr. T was probably not going to happen, crude oil prices began to rise instead. It might be because the truce between Israel and Palestine has become uncertain.
And then Mr. T started saying something incomprehensible about owning Gaza. This guy loves adding fuel to the fire! It's hard to tell how serious he is, but there have been a series of statements that could be construed as a desire for territory, like Greenland and the Panama Canal, which is a bit scary. Well, he probably thinks that saying things is free.
I don't think even Saudi Arabia and Egypt, who are certainly pro-USA, will stay silent about the talk of owning Gaza. It seems increasingly unlikely that crude oil prices will go down.
The true intentions of T are difficult to understand. There is a suspicion that he might be trying to raise crude oil prices to profit USA's petroleum companies. This might be off-topic, but I was planning to buy a lot of INPEX after crude oil prices dropped due to T's policies, but it seems impossible now, haha. Should I jump into INPEX right now? Or should I wait for the financial results? Ah...
Just when I started to think that the policy to lower crude oil prices expected from Mr. T was probably not going to happen, crude oil prices began to rise instead. It might be because the truce between Israel and Palestine has become uncertain.
And then Mr. T started saying something incomprehensible about owning Gaza. This guy loves adding fuel to the fire! It's hard to tell how serious he is, but there have been a series of statements that could be construed as a desire for territory, like Greenland and the Panama Canal, which is a bit scary. Well, he probably thinks that saying things is free.
I don't think even Saudi Arabia and Egypt, who are certainly pro-USA, will stay silent about the talk of owning Gaza. It seems increasingly unlikely that crude oil prices will go down.
The true intentions of T are difficult to understand. There is a suspicion that he might be trying to raise crude oil prices to profit USA's petroleum companies. This might be off-topic, but I was planning to buy a lot of INPEX after crude oil prices dropped due to T's policies, but it seems impossible now, haha. Should I jump into INPEX right now? Or should I wait for the financial results? Ah...
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えいきちちゃん
commented on
$Crude Oil Futures(APR5) (CLmain.US)$
In reality, it seems there is no place to dig.![]()
So ironically, crude oil does not decrease. Even at this price, countries like Saudi Arabia do not make a profit. If it were to decrease further, oil-producing countries would likely reduce production, so realistically, it seems difficult to lower the price of crude oil.
In reality, it seems there is no place to dig.
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えいきちちゃん OP 初心者の人 : Moreover, even if the rice field increases by reviewing the reduction policy, there are no people to cultivate it.
えいきちちゃん OP : So it means that reviewing the reduction policy won't change anything.