$USD/JPY(USDJPY.FX)$
Policy interest rate: 0.1 → 0.25%
Can someone tell me about this situation orz

$Bitcoin(BTC.CC)$
It means they are considering raising yen interest rates, but it seems like they can do it due to the appreciation of the yen before watching the virtual currency Bull Run
What are you guys going to do?

$Bitcoin(BTC.CC)$
The US government's Bitcoin wallet was split in two, so it seems that there are concerns about the sale when they were excited to say that Mr. Trump holds bitcoins.
Certainly, if the Democratic Party is certain to lose, it seems that stocks will depreciate due to burning, and bitcoin sales will come...

$Nikkei 225(.N225.JP)$
It seems that it has risen across the board, but it seems that the rise in semiconductors and export companies is particularly strong.
So it's probably time to determine how the Bank of Japan's policy interest rate and the Fed Watch will turn out.

$Bitcoin(BTC.CC)$
The Bitcoin policy was covered on YouTube news, but the comments were too many pros and cons 😅
Where there are people who say “the country doesn't do investment fraud” or “this is a blunder,” you can see the low level of financial institution literacy of Japanese people 😂

$NASDAQ 100 Index(.NDX.US)$
Analysis summary
・fundamental analysis
→The future focus will be on the US policy interest rate, FED watch, and financial results to be announced on 8/1.
・Technical analysis
→There is a short-term increase. However, even if it rises, 20,000 is expected to be the limit. After that, there is a possibility that the market will fall
☆ Recent fundamental analysis
・US GDP 2.8%, PCE deflator 2.6%. Interest rates will be cut in September, and expectations for a soft landing will rise.
→The US policy interest rate/FED watch to be announced on 8/1 will be the focus of the future.
☆ Featured Settlement
GOOGLE: Sales 84.742 billion (YoY: 13.59%) EPS 1.89 (YoY: 31.25%) →More than expected
Cloud revenue of 10.347 billion →More than expected. It is said that cloud-related investments will continue in the future
TESLA: sales of 25.5 billion (year-on-year ratio: 2.30%) → EPS 0.42 (year-on-year ratio: -46.15%) higher than expected →Less than expected
Trends in robo-taxis → It is difficult to predict their implementation. In the pastOptimistic predictionsIt has been done, but as a matter of now, it is expected that unsupervised operation will be possible by the end of the year (investors are skeptical)
...

$Gold Futures(DEC4)(GCmain.US)$
Analysis summary
・Fundamental analysis → US policy interest rate/FED watch to be announced on 8/1 future focus
・Technical analysis → there is room for short-term growth. At the time of decline, there is a possibility that it will fall to around 2300, and then it is expected to rise in the medium term
☆ Recent fundamental analysis
・US GDP 2.8%, PCE deflator 2.6%. Interest rates will be cut in September, and expectations for a soft landing will rise.
→The US policy interest rate/FED watch to be announced on 8/1 will be the focus of the future.
☆ Recent technical analysis
・Candlestick
Harami linear formation.
→Is the trend changing?
・Channels/trend lines
→If it rises, will it rise to around 2470? (There is also a possibility that it will plateau there)
In the case of a decline, will it fall to around 2300 and become a range market?
・Moving Average
The 5/21 moving average dead cross has been completed. However, the candlestick line surpassed the 50/75 daily moving average.
→There is also a possibility of a fall or rise.
・BOLL × RSI
BOLL is 2σ horizontally, and touch the candlestick to -1 σ. The 5-day RSI rose from 27 (Thu) to 41 (Fri).
→There is a possibility of a short-term increase. However, the decline...

$USD/MXN(USDMXN.FX)$
$USD/JPY(USDJPY.FX)$
・A rewind of carry trade from the depreciation of the Mexican peso against the backdrop of Trump trades, the Mexican economic slowdown, etc.
・A rewind of carry trade due to position adjustments before the summer vacation season
・Motegi and Kono's remarks inducing appreciation of the yen
・Bank of Japan early interest rate hike observation, increasing possibility that US interest rate will be cut
・The yen appreciated above the 155 yen support level
Thinking about it this way, I don't know how far the yen will continue to appreciate until the Japan-US monetary policy meeting at the end of the month. The lower price of the Mexican peso seems to be 18.8 for the time being, so is it still going to fall by about 2%? If it's yen to dollars, it's about 150 yen less. Japanese companies that assume exchange rates are in the 140 yen range are still at a level where there is a buffer for performance. Maybe it's a good buy by looking at the exchange rate. If the yen continues to appreciate, business confidence in Japan will not be able to keep up.

$Bitcoin(BTC.CC)$
$Gold Futures(DEC4)(GCmain.US)$
Commodities (crypto assets/gold) are rapidly rising in response to today's economic indicators...
Bitcoin is starting to function as an alternative asset!