The Bank of Japan monetary policy meeting, which is the first since the July meeting that led to the "Black Monday of Reiwa," will be held on the 19th and 20th. The decision will be announced around noon on the 20th, followed by a press conference by Governor Kuroda in the afternoon.
The previous July meeting became an unforgettable event for stock investors.In addition to the second interest rate hike since March, Governor Kuroda mentioned the possibility of further rate hikes within the year in the press conference after the meeting.Giving a surprise to the marketprompting a sharp appreciation of the yen and contributing to the "Black Monday of Reiwa" on August 5th。
It is expected that there will be no policy changes at the September meeting, but利上げペースの加速に関する植田総裁らの発言次第ではドル円相場や株価に再び大きなインパクトを与え、二番底へと向かう可能性も否定できない。米国の利下げに関する思惑で足元の為替レートが円高に振れていることも前回の“悪夢”と重なる。株式投資家も固唾をのんで見守る緊迫の重要イベントになりそうだ。
令和のブラックマンデー招いた前回の7月会合
At the previous July meeting, many market participants' expectations were that the June meeting would result...

$Taiwan Semiconductor (TSM.US)$ TSMC will announce its latest second quarter financial results on July 18. The market expects TSMC's second quarter revenue to increase by 35.88% year-on-year to 653.3 billion 45 million Taiwan dollars, and the earnings per share to increase by the same 29.13% to 45.83 Taiwan dollars. At the close of trading on July 15, TSMC fell by a slight 1.14% to end trading at $185.22. It has been reported that Nvidia has significantly increased its AI GPU foundry orders to TSMC by at least 25%. Industry insiders also noted that TSMC's 2nm process has entered trial production this week, with plans for mass production by 2025. Apple has received the first major order for 2nm, which will be used in the iPhone 17. In major banking news, a Goldman Sachs analyst raised TSMC's 12-month target stock price by 19% to $218.

leading US EV company, $Tesla (TSLA.US)$isJapan time, April 24th, 5:00 AMにScheduled to announce Q1 2024 earnings.
市場コンセンサスによると、テスラの第1四半期の売上高は前年同期比3.46%減の22.521 billionドル、EPSは前年同期比39.48%減の0.44ドルと予想される。
2024年のテスラは大荒れのスタートを切った。納車台数の減少が収益の足を引っ張ることが予想され、需要低迷と競争激化に伴う人員削減などの意向も伝わった。ここ数ヶ月の一連の悪報で、テスラの株価は年初来で40％近く下落し、今年最もパフォーマンスの悪い主要銘柄となった。
Due to the decline in demand for electric vehicles in general and intensifying competition from China, the company reported a 40% decrease in quarterly profit in the Q4 2023 earnings announced in January compared to the same period in the previous year, and revenue growth was also only 3% below expectations. In addition, the number of customer deliveries for the first quarter, which was released at the beginning of the month, decreased sharply compared to the same period last year, and it was a nightmare-like number for the company. The EV giant is facing a challenging year.
Slowdown in EV demand and shrinking profit margins
The number of customer deliveries for the first quarter announced by Tesla on the 2nd of this month wasThe same period last...