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From recent remarks by Chairman Powell of the Federal Reserve Board,it appears that a new interest rate cut cycle is about to begin..To explore the impact of interest rate cuts on the economy and the market,the United States has looked back at the five interest rate cut cycles it has experienced over the past 35 years.It is clear that each interest rate cut had its own specific economic background and reasons.
In contrast, the current interest rate cut by the FRB isIt is similar to a preemptive interest rate cut, similar to the purpose of the initial stages in 1990-1992 and 1995-1998.
① Interest rate cut cycle from 1990-1992 to mitigate the savings and loan crisis and recessionary pressures
The Federal Reserve Board (FRB) consistently lowered interest rates from July 1990 to September 1992. The federal funds rate was reduced from 8% to 3%.
In 1990, the FRBnoted that the economy was slowing down and the financial markets were becoming unstableand gradually transitioned to an accommodative policy. In July, despite an increase in inflation due to rising food and fuel prices, the economy slowed down and bank lending became tight, prompting the committee to implement interest rate cuts.
The crude oil price in June 1990 was 41.3...
In contrast, the current interest rate cut by the FRB isIt is similar to a preemptive interest rate cut, similar to the purpose of the initial stages in 1990-1992 and 1995-1998.
① Interest rate cut cycle from 1990-1992 to mitigate the savings and loan crisis and recessionary pressures
The Federal Reserve Board (FRB) consistently lowered interest rates from July 1990 to September 1992. The federal funds rate was reduced from 8% to 3%.
In 1990, the FRBnoted that the economy was slowing down and the financial markets were becoming unstableand gradually transitioned to an accommodative policy. In July, despite an increase in inflation due to rising food and fuel prices, the economy slowed down and bank lending became tight, prompting the committee to implement interest rate cuts.
The crude oil price in June 1990 was 41.3...
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$NVIDIA (NVDA.US)$ On August 28th, Nvidia is scheduled to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market (morning of August 29th Japan time).On August 28thAfter the closing of the U.S. stock market on August 28th (morning of August 29th Japan time)for the second quarter of fiscal year 2025In the semiconductor industry for artificial intelligence (AI), while maintaining a dominant positionCan they exceed market expectations and demonstrate impressive growth and performance?Please predict and vote on the closing price of Nvidia on the next business day after the earnings announcement!
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
【Reward】
● Distribute 10,000 points equally
Until 10pm on August 29th (Japan time),Please predict the closing price of Nvidia on August 29th (5 a.m. Japan time on the 30th) and choose from the following price ranges.If the actual closing price matches the price range you voted for, points will be distributed equally to all users who voted for that price range (e.g. if 50 users hit the mark, each will receive 200 points!).
【Special Challenge! Win a 500 yen Amazon gift card】
Predict the closing price of Nvidia and have a chance to win additional bonuses!
Until 10pm on August 29th (Japan time)Please predict the closing price on August 29thAccording to recent financial estimates, Nvidia is planning to announce its earnings for the second quarter of fiscal year 2025 after the closing of the U.S. stock market on August 28th (morning of August 29th Japan time). They have been maintaining a dominant position in the semiconductor industry for artificial intelligence (AI), and the market is expecting them to deliver impressive growth and strong performance.
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よろしくお願いします。
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kazuto1288
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Today's rights loss date, and the actual dividend is 100 yen to 150 yen lower than the 260 yen depreciation of the dividend.
NY had a pretty strong rebound last night, and seeing that the SP500 also updated its high price with +0.86%, Japanese stocks on the 28th were sold more than expected.
Even if you look only here, you can see that stocks that have lost dividends have not been picked up bullish today, but first of all, in terms of supply and demand, the increase may be heavy until the end of the month.
First, there are arbitrage arrears, but as of last week, there were 2.3 trillion yen, so this is over capacity. It will eventually be resolved.
An arbitrage backorder is a transaction where futures are sold instead of buying actual goods, and it indicates that the actual item was excessively bought due to strong Japanese stocks and dividends that have become expensive.
Even if you look at the gain/fall ratio, the sense of filtration heat is almost obvious. In particular, I want to be wary of those whose 15th exceeds 140.
Since it is the end of the month and the end of the fiscal year, a rebalance of Japanese stocks that have become expensive will also occur, and in the short term, these overkill amounts will be resolved.
Supply and demand and seasonality are just sub-elements of the main market position, and if it is a year with a strong base position, this sales pressure will bounce back and become positive compared to the previous day, but this year the current Japanese stock market is exchange brokered...
NY had a pretty strong rebound last night, and seeing that the SP500 also updated its high price with +0.86%, Japanese stocks on the 28th were sold more than expected.
Even if you look only here, you can see that stocks that have lost dividends have not been picked up bullish today, but first of all, in terms of supply and demand, the increase may be heavy until the end of the month.
First, there are arbitrage arrears, but as of last week, there were 2.3 trillion yen, so this is over capacity. It will eventually be resolved.
An arbitrage backorder is a transaction where futures are sold instead of buying actual goods, and it indicates that the actual item was excessively bought due to strong Japanese stocks and dividends that have become expensive.
Even if you look at the gain/fall ratio, the sense of filtration heat is almost obvious. In particular, I want to be wary of those whose 15th exceeds 140.
Since it is the end of the month and the end of the fiscal year, a rebalance of Japanese stocks that have become expensive will also occur, and in the short term, these overkill amounts will be resolved.
Supply and demand and seasonality are just sub-elements of the main market position, and if it is a year with a strong base position, this sales pressure will bounce back and become positive compared to the previous day, but this year the current Japanese stock market is exchange brokered...
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In the past, it was safe to buy Apple, but now? It was safe to buy Tesla next, but now? It was safe to buy Nvidia next, but now? Is it just a fad after all?
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$NVIDIA (NVDA.US)$ was it erovitea after all?
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Good morning to all moomoo users!![]()
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 34645.79 yen, 443.83 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 29.12 points to 2460.09.
Top news
The yen is in the middle of the 146 yen range against the dollar, so be wary of stock depreciation even though Bank of Japan's pigeon faction statements are heavy
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 8th remained flat from the evening before, with 1 dollar = in the middle of the 146 yen range. In overseas markets, the trend of yen sales in response to pigeon statements from Bank of Japan Vice Governor Uchida Shinichi continued, and the rise in long-term interest rates in the United States supported the dollar. Meanwhile, while the unstable situation continues, such as US stocks falling, it seems that the reversal of yen sales positions due to deterioration in investor sentiment will also be wary.
Exchange rates are not at a specific level, keep a close eye on volatility - Treasurer Mimura
Treasurer Jun Mimura said on the 7th that he is not keeping a specific level in mind with regard to exchange rate trends, and that he is watching volatility. On top of that, it reflects fundamentals and changes steadily...
Market Overview
Today's Nikkei Stock Average began at 34645.79 yen, 443.83 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 29.12 points to 2460.09.
Top news
The yen is in the middle of the 146 yen range against the dollar, so be wary of stock depreciation even though Bank of Japan's pigeon faction statements are heavy
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 8th remained flat from the evening before, with 1 dollar = in the middle of the 146 yen range. In overseas markets, the trend of yen sales in response to pigeon statements from Bank of Japan Vice Governor Uchida Shinichi continued, and the rise in long-term interest rates in the United States supported the dollar. Meanwhile, while the unstable situation continues, such as US stocks falling, it seems that the reversal of yen sales positions due to deterioration in investor sentiment will also be wary.
Exchange rates are not at a specific level, keep a close eye on volatility - Treasurer Mimura
Treasurer Jun Mimura said on the 7th that he is not keeping a specific level in mind with regard to exchange rate trends, and that he is watching volatility. On top of that, it reflects fundamentals and changes steadily...
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