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💹 Strong yen $USDJPY ⤵ US stocks are soft, and financial results are poor. The #ハリス大統領 candidate is furiously following the momentum of MAGA, and the sense of caution continues. President Biden's withdrawal speech. The market price is a battle of individual contrarian buying even if large sales continue.
🚗
#テスラ $Tesla(TSLA.US$ The stock price fell sharply once after the announcement. The DC energy sector is growing 🆙.
📈 Google's YouTube revenue falls short of expectations ⤵☁️ Cloud AI search is doing well 🆙. $Texas Instruments(TXN.US$ Clear financial results
🏛️ US Economic Indicators: Decline in manufacturing and second-hand housing sales.
📉 Falling crude oil prices ⤵ rising gold prices 🆙.
🔴 Ethereum has run out of materials even though the ETF has been approved in the US ⤵
💻 $NVIDIA NVIDIA $SOXL is dull
📉 Announcement of financial results for UPS ⤵ and GM ⤵.
🇺🇸 President Biden is scheduled to make a speech.
💱 Impression: Confusion due to the MCG & MAGA large-scale tech & presidential election (vance+tech support) ahead of the Bank of Japan monetary policy meeting and FOMC.
🚗
#テスラ $Tesla(TSLA.US$ The stock price fell sharply once after the announcement. The DC energy sector is growing 🆙.
📈 Google's YouTube revenue falls short of expectations ⤵☁️ Cloud AI search is doing well 🆙. $Texas Instruments(TXN.US$ Clear financial results
🏛️ US Economic Indicators: Decline in manufacturing and second-hand housing sales.
📉 Falling crude oil prices ⤵ rising gold prices 🆙.
🔴 Ethereum has run out of materials even though the ETF has been approved in the US ⤵
💻 $NVIDIA NVIDIA $SOXL is dull
📉 Announcement of financial results for UPS ⤵ and GM ⤵.
🇺🇸 President Biden is scheduled to make a speech.
💱 Impression: Confusion due to the MCG & MAGA large-scale tech & presidential election (vance+tech support) ahead of the Bank of Japan monetary policy meeting and FOMC.
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#ナスダック: #米国株 $NVDA after rising in the first half #NVDA#SOXL It was sold at the end of the game and became negative. #USDJPY The GDP rebounded to 154 yen at one point. $AMZN Is Amazon finally starting to pay dividends? Core PCE forecast 0.18
Russell 2000:1.54% increase, sector rotation expected to continue.
Youtube next week Bank of Japan FOMC ISM JOLTS employment statisticshttps://YouTube.com Live/tmmth39qgIo...
Market trends: S&P 500 is 0.51%, Dow is 0.2%, Russell is positive. In particular, Russell, whose ratio of tech companies is low, is attracting attention. ~~~~~~~~
Market misunderstanding: The misconception that there is a large amount of investment cash in the market. Cash holdings by retail investors and investment funds are at record low levels.
Institutional investor sales: A rule where institutional investors sell stocks when VIX rises.
AI and trading: CTA buying and selling impacts the market.
GDP: 2.8, a strong figure. If today's PCE/CPI inflation falls, there will be little impact of interest rate cuts.
Consumption trends: Food costs and car purchases were affected, and revenge trips also declined.
...
Russell 2000:1.54% increase, sector rotation expected to continue.
Youtube next week Bank of Japan FOMC ISM JOLTS employment statisticshttps://YouTube.com Live/tmmth39qgIo...
Market trends: S&P 500 is 0.51%, Dow is 0.2%, Russell is positive. In particular, Russell, whose ratio of tech companies is low, is attracting attention. ~~~~~~~~
Market misunderstanding: The misconception that there is a large amount of investment cash in the market. Cash holdings by retail investors and investment funds are at record low levels.
Institutional investor sales: A rule where institutional investors sell stocks when VIX rises.
AI and trading: CTA buying and selling impacts the market.
GDP: 2.8, a strong figure. If today's PCE/CPI inflation falls, there will be little impact of interest rate cuts.
Consumption trends: Food costs and car purchases were affected, and revenge trips also declined.
...
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🖥️ Microsoft financial results: Stock prices plummeted by about -7%. EPS and sales exceeded expectations, but Azure's growth rate fell.
📊 Market Movements:
New York Dow +0.5% S&P 500 -0.5% NASDAQ -1.28% Russell 2000 +0.65% 🛢️ Crude oil price: -0.92% decrease. Gold prices are rising.
💱 Dollar to yen exchange rate: Back to 153 yen. Influenced by the remarks made by the new treasurer Mimura.
💰 Cryptocurrency: Bitcoin 0.06 million 5700 dollars.
💹 Government bond yield: 10-year bonds 4.15%, 2-year bonds 4.33%.
📉 NASDAQ's sharp decline: Microsoft's impact in particular.
🔍 Other company financial results: Cloud Strike -8% Tesla -3.5% P&G -4.8% PayPal +8.5% Philips 66+ rise Trump-related stocks also skyrocketed 📈 Labor Market: Employment statistics forecast for July is 0.17 million 5,000 people.
🔮 Market Forecast: Labor Market Deterioration May Become a Headwind for Stock Prices
📊 Market Movements:
New York Dow +0.5% S&P 500 -0.5% NASDAQ -1.28% Russell 2000 +0.65% 🛢️ Crude oil price: -0.92% decrease. Gold prices are rising.
💱 Dollar to yen exchange rate: Back to 153 yen. Influenced by the remarks made by the new treasurer Mimura.
💰 Cryptocurrency: Bitcoin 0.06 million 5700 dollars.
💹 Government bond yield: 10-year bonds 4.15%, 2-year bonds 4.33%.
📉 NASDAQ's sharp decline: Microsoft's impact in particular.
🔍 Other company financial results: Cloud Strike -8% Tesla -3.5% P&G -4.8% PayPal +8.5% Philips 66+ rise Trump-related stocks also skyrocketed 📈 Labor Market: Employment statistics forecast for July is 0.17 million 5,000 people.
🔮 Market Forecast: Labor Market Deterioration May Become a Headwind for Stock Prices
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#日銀会合 was bought in a hurry due to frequent leaks and #東京エレ #SCREEN was “excluded from semiconductor export restrictions” while factoring in. I'm excited to watch $VIX ⤵️ with $META $ANET settlement 🆙 during $QQQ $NVDA #エヌビディア 🆙 which is in harmony with the schedule due to #FOMC and Chairman Powell's “interest rate cut discussions in September.” #雇用統計 Aren't you forgetting it? (lol)
📈 #FOMC：金利据え置き、9月に利下げ示唆で株価上昇。
🏦 FRB #パウエル議長：インフレデータに自信、9月利下げの可能性。
💼 Bank of Japan: Interest rates were raised due to monetary policy, and the yen strengthened and the dollar depreciated.
🏠 Mortgage interest rate: Variable interest rate type, left unchanged with a 5-year rule. Rushing into the city center to buy real estate.
📊 Market Indices: Dow +0.24%, S&P 500 +1.518%, NASDAQ +2.64%, Russell 2000 +1.05%
🛢️ Crude oil: +4.9%, approximately $78. 💰 Gold Price: +1.65%, $2493. 💱 Exchange: 149.80 yen in dollars.
💹 Cryptocurrency: Bitcoin 0.06 million51 dollars #トランプ銘柄 and $NVDU $SO...
📈 #FOMC：金利据え置き、9月に利下げ示唆で株価上昇。
🏦 FRB #パウエル議長：インフレデータに自信、9月利下げの可能性。
💼 Bank of Japan: Interest rates were raised due to monetary policy, and the yen strengthened and the dollar depreciated.
🏠 Mortgage interest rate: Variable interest rate type, left unchanged with a 5-year rule. Rushing into the city center to buy real estate.
📊 Market Indices: Dow +0.24%, S&P 500 +1.518%, NASDAQ +2.64%, Russell 2000 +1.05%
🛢️ Crude oil: +4.9%, approximately $78. 💰 Gold Price: +1.65%, $2493. 💱 Exchange: 149.80 yen in dollars.
💹 Cryptocurrency: Bitcoin 0.06 million51 dollars #トランプ銘柄 and $NVDU $SO...
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Conclusion:
Looking ahead, we expect both the U.S. job market and inflation to cool down in the short term. However, in the long run, the U.S. economy remains robust, and there's still a risk of "secondary inflation."
Firstly, the U.S. reported a solid second-quarter GDP growth rate of 2.8%, a significant jump from the 1.4% in the first quarter, signaling strong economic demand. Secondly, regardless of whether Trump o...
Looking ahead, we expect both the U.S. job market and inflation to cool down in the short term. However, in the long run, the U.S. economy remains robust, and there's still a risk of "secondary inflation."
Firstly, the U.S. reported a solid second-quarter GDP growth rate of 2.8%, a significant jump from the 1.4% in the first quarter, signaling strong economic demand. Secondly, regardless of whether Trump o...
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