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$USD/JPY (USDJPY.FX)$
Which way do you think it will go in the end?
Please let me know your financial estimates. 🙇♂️
Which way do you think it will go in the end?
Please let me know your financial estimates. 🙇♂️
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For those who didn't have confidence in NVDA, thank you so much! I was able to buy a lot at $123. Everyone is really nice, aren't they! $NVIDIA (NVDA.US)$
I was troubled by the investment method the other day, but NVDA is just right! I feel refreshed and cheerful! If I continue with the investment, it will solve everything!
I was troubled by the investment method the other day, but NVDA is just right! I feel refreshed and cheerful! If I continue with the investment, it will solve everything!
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$Drecom (3793.JP)$ The issuance of new shares by gold $Disney (DIS.US)$ Will have a significant impact on both companies.
Drecom will raise funds and obtain funds that can be used for new projects and business expansion.
On the other hand, it will increase the brand awareness through collaboration with Disney and contribute to attracting customers.
With this partnership, the market value of both companies may increase.
Drecom will raise funds and obtain funds that can be used for new projects and business expansion.
On the other hand, it will increase the brand awareness through collaboration with Disney and contribute to attracting customers.
With this partnership, the market value of both companies may increase.
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$Bitcoin (BTC.CC)$
The arrest of the founder of Telegram caused a sharp drop in the market capitalization of the 10th-ranked cryptocurrency TON, prompting protests from Russian authorities.
If this issue is not resolved, the upside may become heavy, right?
The arrest of the founder of Telegram caused a sharp drop in the market capitalization of the 10th-ranked cryptocurrency TON, prompting protests from Russian authorities.
If this issue is not resolved, the upside may become heavy, right?
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This article uses automatic translation for some of its parts
The U.S. Department of Labor Statistics (BLS) announced on the 21st that there is a possibility that the increase in the number of workers in the past year was 28% less than announced. The current correction was drastic for the first time in 15 years, and there is a possibility that the actual state of the economy has weakened more than expected, and although it was pointed out that the Fed's interest rate cut, which is certain to start in September, took a backseat, the market reaction was weak.
The US stock index rose across the board on the 21st, the S&P 500 index rose 0.42%, the Dow rose 0.14%, and the US small cap index and chip stock index rose 1% or more. US bond yields also continued to fall (bond prices rose), $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$It dropped to close to 11 basis points.
Suggests a drastic slowdown in the labor market
On the 21st, the Bureau of Labor Statistics of the US Department of Labor announced the estimated value of annual revisions for employment statistics for 2024, and the total number of US non-farm payers for 1 year until 2024/3 was 0.818 million, a downward revision of 0.5%.
There was already a strong sense of deceleration in the US labor market, but the actual situation shows that it has cooled down even more.
The official revised value is 25/1...
The U.S. Department of Labor Statistics (BLS) announced on the 21st that there is a possibility that the increase in the number of workers in the past year was 28% less than announced. The current correction was drastic for the first time in 15 years, and there is a possibility that the actual state of the economy has weakened more than expected, and although it was pointed out that the Fed's interest rate cut, which is certain to start in September, took a backseat, the market reaction was weak.
The US stock index rose across the board on the 21st, the S&P 500 index rose 0.42%, the Dow rose 0.14%, and the US small cap index and chip stock index rose 1% or more. US bond yields also continued to fall (bond prices rose), $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$It dropped to close to 11 basis points.
On the 21st, the Bureau of Labor Statistics of the US Department of Labor announced the estimated value of annual revisions for employment statistics for 2024, and the total number of US non-farm payers for 1 year until 2024/3 was 0.818 million, a downward revision of 0.5%.
There was already a strong sense of deceleration in the US labor market, but the actual situation shows that it has cooled down even more.
The official revised value is 25/1...
Translated
![The number of people employed in the US non-farm sector has been drastically revised downward, so why is the market still watching?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240822/5ad6171dc4af9dfc6e7d648c10f6dde9.png/thumb?area=105&is_public=true)
![The number of people employed in the US non-farm sector has been drastically revised downward, so why is the market still watching?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240822/c25912fd041e07a39b719e0970eff178.png/thumb?area=105&is_public=true)
![The number of people employed in the US non-farm sector has been drastically revised downward, so why is the market still watching?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240425/c3f0aeae25cc4bf947fff7f33d0f6a3a.png/thumb?area=105&is_public=true)
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Alimentation Coustad, which operates Circle K, proposed the acquisition of Seven & i Holdings (which owns Seven Eleven). This is the largest acquisition of a Japanese company by a foreign company. The total market value of Seven & i HD is approximately 31 billion dollars. $Seven & i Holdings (3382.JP)$
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![Kuchtal proposes takeover to 7-Eleven parent company](https://1500015405.vod2.myqcloud.com/c84591d5vodtranssgp1500015405/cfbe17191397757891215837845/coverBySnapshot/coverBySnapshot_10_0.jpg)
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Prime Minister Fumio Kishida announced his intention not to run for the Liberal Democratic Party presidential election in September on the 14th. Against this backdrop, the buying advantage of the Nikkei Average completely reversed, and there was also a scene where it plummeted close to 600 yen at one point. The dollar yen also fell by over 80 bps at one point, and the yen appreciated until 1 dollar = 146 yen. The 10-year government bond yield also fell 1.5 bp to 0.83%.
From 2021/10/4, when Prime Minister Kishida took office until he announced that he would not run, the Nikkei Average achieved an increase of 26.6%. Meanwhile, the dollar yen rose 32.62% and moved in the direction of depreciation of the yen.
Prime Minister Kishida's tenure was in the post-COVID-19 era, and he advocated expansionary fiscal policies such as economic stimulus and wage increases. In May 2022, Prime Minister Kishida announced the expansion of NISA as a concrete measure for the “asset income doubling plan.” Also, during the Spring Battle in '24, the average wage increase rate was 5.10%, a high level since 1991, and expectations for a break from deflation increased.
What will happen to the stock market and yen exchange rate in the future?
In the Liberal Democratic Party presidential election in September, former Minister of Defense Ishiwari Shigeru, Digital Minister Kono Taro, Foreign Minister Kamikawa Yoko, Secretary General Mogi Toshimitsu, former Minister of the Environment Koizumi Shinjiro, Minister in charge of economic security Sanae Takaichi, and former Minister of Labor and Welfare Katsunobu Kato are seen as leading candidates for succession. Among them, only Mr. Takaichi Sanae is more relaxed...
From 2021/10/4, when Prime Minister Kishida took office until he announced that he would not run, the Nikkei Average achieved an increase of 26.6%. Meanwhile, the dollar yen rose 32.62% and moved in the direction of depreciation of the yen.
Prime Minister Kishida's tenure was in the post-COVID-19 era, and he advocated expansionary fiscal policies such as economic stimulus and wage increases. In May 2022, Prime Minister Kishida announced the expansion of NISA as a concrete measure for the “asset income doubling plan.” Also, during the Spring Battle in '24, the average wage increase rate was 5.10%, a high level since 1991, and expectations for a break from deflation increased.
In the Liberal Democratic Party presidential election in September, former Minister of Defense Ishiwari Shigeru, Digital Minister Kono Taro, Foreign Minister Kamikawa Yoko, Secretary General Mogi Toshimitsu, former Minister of the Environment Koizumi Shinjiro, Minister in charge of economic security Sanae Takaichi, and former Minister of Labor and Welfare Katsunobu Kato are seen as leading candidates for succession. Among them, only Mr. Takaichi Sanae is more relaxed...
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![Prime Minister Kishida announced that he will not run, what is the market impact of the next prime minister?](https://sgsnsimg.moomoo.com/sns_client_feed/181569713/20240819/e0ebef788d6d42ff1862309677193ced.png/thumb?area=105&is_public=true)
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NASA is cooperating with Elon Musk's SpaceX and is proceeding with a plan to return the two astronauts to Earth when trouble occurs with the Boeing spacecraft initially sent into space. Edin Uzookoro, White House space policy assistant director and former NASA executive, discussed this matter with Ed Ludlow at “Bloomberg Technology.” $Tesla (TSLA.US)$
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![Will SpaceX return as astronauts in 2025](https://1500015405.vod2.myqcloud.com/c84591d5vodtranssgp1500015405/aa1592381397757890283964254/coverBySnapshot/coverBySnapshot_10_0.jpg)
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Since February this year, will Warren Buffett increase his shareholding in the five major trading companies again?
According to media data, Berkshire currently holds shares in Japan's five major trading companies ( $Mitsui (8031.JP)$ , $Mitsubishi (8058.JP)$ , $ITOCHU (8001.JP)$, $Sumitomo (8053.JP)$ , $Marubeni (8002.JP)$These 5 companies hold an average of 8.2% of the shares of (CompanyName). Due to the more severe impact of the strengthening yen, these companies evaporated about 6.7 billion dollars in market value in the stock market crash on Monday, with the average market decline of the broader market.
As of Wednesday, Marubeni and Mitsui & Co.'s estimated price-to-earnings ratios have fallen to 7.5 times and 9.1 times, respectively, approaching the level of last year when Warren Buffett increased his shareholding. In addition, Berkshire's cash holdings have increased to a record high of $276.9 billion after significantly reducing its holdings in the second quarter. $Apple (AAPL.US)$As a result, (CompanyName) would increase its shareholding in the 5 major trading companies again?
This year, since February, will Warren Buffett increase his shareholding in the 5 major trading companies again?
According to media data, Berkshire currently holds shares in Japan's five major trading companies ( $Mitsui (8031.JP)$ , $Mitsubishi (8058.JP)$ , $ITOCHU (8001.JP)$, $Sumitomo (8053.JP)$ , $Marubeni (8002.JP)$These 5 companies hold an average of 8.2% of the shares of (CompanyName). Due to the more severe impact of the strengthening yen, these companies evaporated about 6.7 billion dollars in market value in the stock market crash on Monday, with the average market decline of the broader market.
As of Wednesday, Marubeni and Mitsui & Co.'s estimated price-to-earnings ratios have fallen to 7.5 times and 9.1 times, respectively, approaching the level of last year when Warren Buffett increased his shareholding. In addition, Berkshire's cash holdings have increased to a record high of $276.9 billion after significantly reducing its holdings in the second quarter. $Apple (AAPL.US)$As a result, (CompanyName) would increase its shareholding in the 5 major trading companies again?
This year, since February, will Warren Buffett increase his shareholding in the 5 major trading companies again?
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