james_007
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$USD/JPY (USDJPY.FX)$
If the yen appreciates suddenly,
Even if the dollar increases, if converted to yen,
Becoming negative.
If the yen appreciates suddenly,
Even if the dollar increases, if converted to yen,
Becoming negative.
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Good morning, MOOMOO users!![]()
The key points of this morning's report are here.
●【Tokyo stock market forecast range】8400-8800 yen (-0.03 million) (Closing price on the 17th: 8451.46 yen)
Industrial production and housing starts in the US exceeded expectations.
● The US economic growth rate for 2025 is expected to be revised upward by the IMF from 2.2% to 2.7%.
● President Trump to sign executive orders on immigration and energy-related issues from the first day.
● US voters hope for a 'milder MAGA' from President Trump = WSJ survey.
The U.S. Supreme Court has ruled that the TikTok regulation is constitutional, and Mr. Donald Trump has announced a postponement of the enforcement of the ban.
Individual US stocks, such as Intel and Apple, are rising.
As the new U.S. administration is about to start, the spotlight is once again on 6 selected stocks related to Donald Trump.
-Stocks Bought! Stocks Sold! Such as Symco and NINTENDO CO LTD on the 17th.
List of "highest profit" with a dividend yield of over 4% <Growth Stock Special>
MOOMOO News Julie
Market Overview
◇On the 17th, the US stock market rebounded. With the presidential inauguration scheduled for the 20th, expectations for the next Trump administration's deregulation and business...
●【Tokyo stock market forecast range】8400-8800 yen (-0.03 million) (Closing price on the 17th: 8451.46 yen)
Industrial production and housing starts in the US exceeded expectations.
● The US economic growth rate for 2025 is expected to be revised upward by the IMF from 2.2% to 2.7%.
● President Trump to sign executive orders on immigration and energy-related issues from the first day.
● US voters hope for a 'milder MAGA' from President Trump = WSJ survey.
The U.S. Supreme Court has ruled that the TikTok regulation is constitutional, and Mr. Donald Trump has announced a postponement of the enforcement of the ban.
Individual US stocks, such as Intel and Apple, are rising.
As the new U.S. administration is about to start, the spotlight is once again on 6 selected stocks related to Donald Trump.
-Stocks Bought! Stocks Sold! Such as Symco and NINTENDO CO LTD on the 17th.
List of "highest profit" with a dividend yield of over 4% <Growth Stock Special>
MOOMOO News Julie
Market Overview
◇On the 17th, the US stock market rebounded. With the presidential inauguration scheduled for the 20th, expectations for the next Trump administration's deregulation and business...
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Summary - One-line Comment
・FOMC cut the policy interest rate from 4.25% to 4.5% by 0.25%. Stocks sharply declined in response.
・At the BOJ policy meeting, the policy interest rate was kept at the current level of 0.25%. The exchange rate reacted with a significant depreciation of the yen.
Official statements restraining against the depreciation of the yen are beginning to emerge.
The Bank of England and the Bank of China kept the policy interest rate at 4.75%.
US economic Indicators continue to be announced, including retail revenue, industrial production, and PCE deflator. No significant surprises in value movements.
Japan's inflation rate exceeded the previous figure.
Kioxia is listed.
Nissan hits the daily price limit on reports of business integration with Honda.
This week's focus price movements.
VIX is moving sharply, causing stock market decline. Cryptocurrency also experiences a decline.
Just by looking at that, it seems like the bullish market so far has come to an end.
Cross-yen pairs have greatly leaned towards yen depreciation.
$CBOE Volatility S&P 500 Index (.VIX.US)$
$S&P 500 Index (.SPX.US)$
$USD/JPY (USDJPY.FX)$
$Nikkei 225 (.N225.JP)$
Reprint from below:
Weekly Summary & Positions by Avo for the 3rd week of December
(Includes positions, investment strategies, etc. in the blog...
・FOMC cut the policy interest rate from 4.25% to 4.5% by 0.25%. Stocks sharply declined in response.
・At the BOJ policy meeting, the policy interest rate was kept at the current level of 0.25%. The exchange rate reacted with a significant depreciation of the yen.
Official statements restraining against the depreciation of the yen are beginning to emerge.
The Bank of England and the Bank of China kept the policy interest rate at 4.75%.
US economic Indicators continue to be announced, including retail revenue, industrial production, and PCE deflator. No significant surprises in value movements.
Japan's inflation rate exceeded the previous figure.
Kioxia is listed.
Nissan hits the daily price limit on reports of business integration with Honda.
This week's focus price movements.
VIX is moving sharply, causing stock market decline. Cryptocurrency also experiences a decline.
Just by looking at that, it seems like the bullish market so far has come to an end.
Cross-yen pairs have greatly leaned towards yen depreciation.
$CBOE Volatility S&P 500 Index (.VIX.US)$
$S&P 500 Index (.SPX.US)$
$USD/JPY (USDJPY.FX)$
$Nikkei 225 (.N225.JP)$
Reprint from below:
Weekly Summary & Positions by Avo for the 3rd week of December
(Includes positions, investment strategies, etc. in the blog...
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james_007
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$USD/JPY (USDJPY.FX)$ I still think the stock market hasn't finished adjusting, but next year, there will be strong winds of a weaker yen and a stronger dollar! The future beyond the next rate cut is uncertain. Tariffs, tax cuts, fiscal stimulus, and deregulation are all inflationary factors! Each implementation post-inauguration gradually pushes interest rates up, leading to a weaker yen. This means![]()
Instead, I expect the range to shift from the current 156 yen to around 160-165 yen soon. The Bank of Japan is still hesitant about raising rates. Even if they do it next time, the market foresees that the yen will only drop suddenly by 2-3 yen, making consecutive wins impossible! We can go until the time comes when it is called an inflationary recession.![]()
Abnormally high levels of short selling appeared on Friday, 12/20, so it doesn't seem like the adjustment has been completed yet. I don't have a budget until the new year, so I can't buy yet.![]()
After the new year, if there is a broad sector-wide uptrend, I would like to make a big buy if I see even a slight increase in consecutive days.![]()
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[Market Eye] Stocks: The Nikkei average continued to rise at the close, boosted by a weaker yen and expectations of stimulus measures in China.
The Nikkei average continued to rise at the close, supported by a weaker yen and expectations of stimulus measures in China.
In the Tokyo stock market, the Nikkei average rose 207.08 yen compared to the previous trading day, closing at 39,367.58 yen, showing a continued upward trend. The firmness of the Japanese stocks was supported by the prevailing weak yen trend and expectations of new stimulus measures in China. However, concerns about the upcoming U.S. Consumer Price Index (CPI) release tomorrow made trading more cautious, resulting in a mixed afternoon session.
Market Eye: Foreign exchange: The dollar at 3:00 PM is solid at over 150 yen, reaching a high for the first time in a week and a half.
<15:06> The dollar at 3:00 PM is solid at over 150 yen, reaching a high for the first time in a week and a half.
At 3:00 PM, the dollar/yen has been solidly moving around the slightly lower 150 yen level since the end of the previous day's New York market. Boosted by actual demand buying, it rose to around 151 yen in the morning, reaching a high for the first time in a week and a half. However, with high anticipation for the release of the U.S. Consumer Price Index (CPI) on the 11th, further price movements are limited.
Market Eye: Interest rates: Government bond futures are falling, with long-term interest rates at 1.06%. The decline narrowed due to a strong 5-year bond auction.
...
The Nikkei average continued to rise at the close, supported by a weaker yen and expectations of stimulus measures in China.
In the Tokyo stock market, the Nikkei average rose 207.08 yen compared to the previous trading day, closing at 39,367.58 yen, showing a continued upward trend. The firmness of the Japanese stocks was supported by the prevailing weak yen trend and expectations of new stimulus measures in China. However, concerns about the upcoming U.S. Consumer Price Index (CPI) release tomorrow made trading more cautious, resulting in a mixed afternoon session.
Market Eye: Foreign exchange: The dollar at 3:00 PM is solid at over 150 yen, reaching a high for the first time in a week and a half.
<15:06> The dollar at 3:00 PM is solid at over 150 yen, reaching a high for the first time in a week and a half.
At 3:00 PM, the dollar/yen has been solidly moving around the slightly lower 150 yen level since the end of the previous day's New York market. Boosted by actual demand buying, it rose to around 151 yen in the morning, reaching a high for the first time in a week and a half. However, with high anticipation for the release of the U.S. Consumer Price Index (CPI) on the 11th, further price movements are limited.
Market Eye: Interest rates: Government bond futures are falling, with long-term interest rates at 1.06%. The decline narrowed due to a strong 5-year bond auction.
...
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The yen is around 150 yen against the dollar, with speculation on a US rate cut being reinforced by employment statistics - a mix of expectations from the Bank of Japan.
December 9, 2024 11:18 JST (excerpt)
On the 9th, the yen exchange rate in the Tokyo foreign exchange market was in the mid-149 yen range against the dollar. The increasing speculation about a December interest rate cut in the USA is supporting the market. However, amid mixed speculations about additional interest rate hikes by the Bank of Japan, there are also views cautioning against information dissemination from the Bank of Japan.
SMBC's Chief Foreign Exchange Strategist Hiroshi Suzuki commented on the Bank of Japan's communication last week, stating, "It feels uncertain whether the rate hike will be in December or January next year," and also mentioned, "There is a high level of headline risk as we continue to see what kind of information will be released towards the BOJ meeting next week."
The yen exchange rate against the dollar was 149.92 yen per dollar at 11:10 am, 0.1% higher than the closing price in New York on the 6th.
On the 6th, in the overseas market, it temporarily rose to 149.37 yen.
December 9, 2024 11:18 JST (excerpt)
On the 9th, the yen exchange rate in the Tokyo foreign exchange market was in the mid-149 yen range against the dollar. The increasing speculation about a December interest rate cut in the USA is supporting the market. However, amid mixed speculations about additional interest rate hikes by the Bank of Japan, there are also views cautioning against information dissemination from the Bank of Japan.
SMBC's Chief Foreign Exchange Strategist Hiroshi Suzuki commented on the Bank of Japan's communication last week, stating, "It feels uncertain whether the rate hike will be in December or January next year," and also mentioned, "There is a high level of headline risk as we continue to see what kind of information will be released towards the BOJ meeting next week."
The yen exchange rate against the dollar was 149.92 yen per dollar at 11:10 am, 0.1% higher than the closing price in New York on the 6th.
On the 6th, in the overseas market, it temporarily rose to 149.37 yen.
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james_007
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$USD/JPY (USDJPY.FX)$ Oh? Has the yen selling intensified?
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james_007
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I plan to hold for 30 years, so whether it's in a lump sum or through rsp, I think it's within the margin of error. It's fun to think about how to invest, how much it will increase.
There is a dream, right?
Maybe even the people talking about various things here have a certain degree of established policy within themselves.
There is a dream, right?
Maybe even the people talking about various things here have a certain degree of established policy within themselves.
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james_007
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Orcan, I've been thinking lately
US stocks: doing well, foreign stocks: not doing well → With the increasing proportion of US stocks in global stocks, the performance gap with the S&P 500 is narrowing.
US stocks: not doing well, foreign stocks: doing well → With the increasing proportion of foreign stocks in global stocks, the performance gap with the S&P 500 is widening in a positive way.
Keeping this in mind, isn't Orcan the optimal choice to strengthen your grip for long-term investment?
Please tell me if you know in detail!
US stocks: doing well, foreign stocks: not doing well → With the increasing proportion of US stocks in global stocks, the performance gap with the S&P 500 is narrowing.
US stocks: not doing well, foreign stocks: doing well → With the increasing proportion of foreign stocks in global stocks, the performance gap with the S&P 500 is widening in a positive way.
Keeping this in mind, isn't Orcan the optimal choice to strengthen your grip for long-term investment?
Please tell me if you know in detail!
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