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USA stock market = Nasdaq continues to rise, focusing on corporate earnings.
[US Market News] S&P nearly unchanged, assessing rate cut pace -¥151.10
October 23, 2024 5:51 JST (excerpt)
Expected US interest rate cut range until September next year has narrowed by more than 10 bp since the previous week.
Exposure to S&P has fallen to levels that have previously led to a 10% decline - citi.
On the 22nd, the U.S. stock market saw the S&P 500 index close nearly unchanged. Amid uncertainty about the pace of U.S. rate cuts, the market lacked direction.
The market is seeing a significant decline in expectations for rate cuts. In addition to the resilience of the U.S. economy, cautious statements from U.S. monetary officials about the pace of future rate cuts are weighing on sentiment. Rising oil prices and concerns over expanding budget deficits under the new administration are further increasing market worries. The market's expectations for the extent of rate cuts until September next year have narrowed by just over 10 basis points (bp, 1 bp = 0.01%) since the end of last week.
[US Market News] S&P nearly unchanged, assessing rate cut pace -¥151.10
October 23, 2024 5:51 JST (excerpt)
Expected US interest rate cut range until September next year has narrowed by more than 10 bp since the previous week.
Exposure to S&P has fallen to levels that have previously led to a 10% decline - citi.
On the 22nd, the U.S. stock market saw the S&P 500 index close nearly unchanged. Amid uncertainty about the pace of U.S. rate cuts, the market lacked direction.
The market is seeing a significant decline in expectations for rate cuts. In addition to the resilience of the U.S. economy, cautious statements from U.S. monetary officials about the pace of future rate cuts are weighing on sentiment. Rising oil prices and concerns over expanding budget deficits under the new administration are further increasing market worries. The market's expectations for the extent of rate cuts until September next year have narrowed by just over 10 basis points (bp, 1 bp = 0.01%) since the end of last week.
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$Bitcoin (BTC.CC)$ Blackrock updated #Bitcoin miner position released:
$MARA 45.4M (+10.32M)
$RIOT 21.8M (+5.82M)
$WULF 18.8M (+6.68M)
$CLSK 18.6M (+2.75M)
$CORZ 13M (+12.18M)
$CIFR 12.8M (+8.53M)
$BTBT 11.4M (+1.14M)
$HUT 6.46M (+5.78M)
$BITF 2.2M (+130K)
$HIVE 742.1K (-156.46K)
$IREN 680.5K (-191.62K)
$MARA 45.4M (+10.32M)
$RIOT 21.8M (+5.82M)
$WULF 18.8M (+6.68M)
$CLSK 18.6M (+2.75M)
$CORZ 13M (+12.18M)
$CIFR 12.8M (+8.53M)
$BTBT 11.4M (+1.14M)
$HUT 6.46M (+5.78M)
$BITF 2.2M (+130K)
$HIVE 742.1K (-156.46K)
$IREN 680.5K (-191.62K)
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$USD/JPY (USDJPY.FX)$ Regarding , could it be the progression of yen depreciation⁉️ As soon as H🔼 Kanda left, next is Koi🔼 Mimura.
It seems that the Ministry of Finance is not supporting but rather hindering the new NISA, Japan's high prices continue to rise, making life difficult.
I hope it progresses from the dollar's rise from 150 yen.
In the morning of the Tokyo market, Finance Minister Mimura commented to the press about the exchange rate, "At present, there are somewhat one-way, or rapid movements observed," and "We want to closely monitor the trends of the foreign exchange market with a high level of tension, including speculative movements.""It was perceived as yen selling in the markets" (foreign exchange brokerage), so the dollar-yen lowered its level.
It seems that the Ministry of Finance is not supporting but rather hindering the new NISA, Japan's high prices continue to rise, making life difficult.
I hope it progresses from the dollar's rise from 150 yen.
In the morning of the Tokyo market, Finance Minister Mimura commented to the press about the exchange rate, "At present, there are somewhat one-way, or rapid movements observed," and "We want to closely monitor the trends of the foreign exchange market with a high level of tension, including speculative movements.""It was perceived as yen selling in the markets" (foreign exchange brokerage), so the dollar-yen lowered its level.
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In the notorious month of October, US stocks already appear to be unstable - the VIX is also rising.
October 3, 2024 2:43 JST (excerpt)
There is no month with higher average volatility than October -CFRA
Is the impact due to geopolitical concerns and the closely contested US presidential election? - Mr. Phillips
October is notorious for being the most volatile month for US stock markets in a year, but this year it is already showing signs of that.
On the first day of the fourth quarter, the S&P 500 stock price index experienced a significant decline not seen since September 6th. This was due to Iran launching missiles at Israel, leading to a movement towards safe assets. The Volatility Index (VIX) of the Chicago Board Options Exchange (CBOE), known as the fear index, rose to 20.7 at one point on the 1st. This is the highest level since September 11th, when the August US Consumer Price Index (CPI) was released, showing an unexpected acceleration in the growth of the core index excluding food and energy.
October 3, 2024 2:43 JST (excerpt)
There is no month with higher average volatility than October -CFRA
Is the impact due to geopolitical concerns and the closely contested US presidential election? - Mr. Phillips
October is notorious for being the most volatile month for US stock markets in a year, but this year it is already showing signs of that.
On the first day of the fourth quarter, the S&P 500 stock price index experienced a significant decline not seen since September 6th. This was due to Iran launching missiles at Israel, leading to a movement towards safe assets. The Volatility Index (VIX) of the Chicago Board Options Exchange (CBOE), known as the fear index, rose to 20.7 at one point on the 1st. This is the highest level since September 11th, when the August US Consumer Price Index (CPI) was released, showing an unexpected acceleration in the growth of the core index excluding food and energy.
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In the U.S. market, stocks are slightly down, while the yen is expanding its gains, approaching 142 yen against the dollar.
September 28, 2024 5:53 JST (excerpt)
Nvidia pushes down the index ETF, China instructs domestic companies to purchase domestic products.
Risk-off due to the attack on Hezbollah headquarters in Israel, crude oil rebounds.
On the 27th, the S&P 500 stock price index in the US market showed a slight decline. It closed in the positive for the week, marking the third consecutive week of growth. Although the heat of the economy is cooling down, it has been shown again in economic indicators that there is no rapid deterioration.
September 28, 2024 5:53 JST (excerpt)
Nvidia pushes down the index ETF, China instructs domestic companies to purchase domestic products.
Risk-off due to the attack on Hezbollah headquarters in Israel, crude oil rebounds.
On the 27th, the S&P 500 stock price index in the US market showed a slight decline. It closed in the positive for the week, marking the third consecutive week of growth. Although the heat of the economy is cooling down, it has been shown again in economic indicators that there is no rapid deterioration.
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$USD/JPY (USDJPY.FX)$
今円安行って喜んで、明日の朝はまた円高で日経軟調の展開やな。
今円安行って喜んで、明日の朝はまた円高で日経軟調の展開やな。
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This article uses auto-translation in some parts.
The Federal Open Market Committee (FOMC) of the US Federal Reserve (FRB) is scheduled to meet on September 17-18.On Thursday of this week (19th), at 03:00 am Japan timethe FRB is scheduled to announce the economic outlook, FOMC statement, policy interest rates, etc.A press conference will be held at 03:30.is scheduled to take place.
On August 23, Chairman Powell stated at the Jackson Hole Conference that "it is time for policy adjustment", and it is almost certain that a rate cut will be implemented at the FOMC meeting in September.The focus is on whether the rate cut will be 25 basis points or 50 basis points.is.
According to the FedWatch by CME, the Fed funds futures market on the 17th indicated that there is a 67% chance of a 50 basis point rate cut.This view accounts for 67%, significantly higher than the 33% chance of a 25 basis point rate cut.
25 basis points or 50 basis points?
The FRB usually lowers interest rates by 25 basis points. According to market consensus, if the authorities determine that there is a risk of a sharp slowdown in the economy, there is a possibility of a 50 basis point interest rate cut as a preventive measure.
According to Nick Timiraos, a Fed watcher, they will start with a 25 basis point interest rate cut...
The Federal Open Market Committee (FOMC) of the US Federal Reserve (FRB) is scheduled to meet on September 17-18.On Thursday of this week (19th), at 03:00 am Japan timethe FRB is scheduled to announce the economic outlook, FOMC statement, policy interest rates, etc.A press conference will be held at 03:30.is scheduled to take place.
On August 23, Chairman Powell stated at the Jackson Hole Conference that "it is time for policy adjustment", and it is almost certain that a rate cut will be implemented at the FOMC meeting in September.The focus is on whether the rate cut will be 25 basis points or 50 basis points.is.
According to the FedWatch by CME, the Fed funds futures market on the 17th indicated that there is a 67% chance of a 50 basis point rate cut.This view accounts for 67%, significantly higher than the 33% chance of a 25 basis point rate cut.
25 basis points or 50 basis points?
The FRB usually lowers interest rates by 25 basis points. According to market consensus, if the authorities determine that there is a risk of a sharp slowdown in the economy, there is a possibility of a 50 basis point interest rate cut as a preventive measure.
According to Nick Timiraos, a Fed watcher, they will start with a 25 basis point interest rate cut...
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Next week's FOMC will be disappointed if it's anything other than 50 bps interest rate cuts - market stakeholders' views
Ahead of the US Federal Open Market Committee (FOMC) policy interest rate announcement next week, among tradersProspects for drastic interest rate cutswas revived, and that probability was factored in as 40%. The comments of market participants are as follows.
◎ Charlie McErigott of Nomura Securities International:
Here's the problem. The possibility of a 50 basis point (bp, 1 bp = 0.01%) interest rate cut has been revived quite a bit in the market, and the momentum is dissipating the 25bp interest rate cut theory. If it's not 50 bps, the market will be disappointed
◎ Mr. Fawad Razakzada from the City Index:
Judging from market movements, it is certain that investors are expecting dovish interest rate decisions. It may be in the form of a surprise 50 bps interest rate cut. Alternatively, there was an acceptance that the probability of a 50 bps interest rate cut went to zero after 25 bps interest rate cuts and an inflation index that exceeded expectations, which might strongly suggest a 50 bps interest rate cut at least one meeting remaining within the year. In fact, the factoring in drastic interest rate cuts almost disappeared for a while, but then it went back to square one. Next week's...
Ahead of the US Federal Open Market Committee (FOMC) policy interest rate announcement next week, among tradersProspects for drastic interest rate cutswas revived, and that probability was factored in as 40%. The comments of market participants are as follows.
◎ Charlie McErigott of Nomura Securities International:
Here's the problem. The possibility of a 50 basis point (bp, 1 bp = 0.01%) interest rate cut has been revived quite a bit in the market, and the momentum is dissipating the 25bp interest rate cut theory. If it's not 50 bps, the market will be disappointed
◎ Mr. Fawad Razakzada from the City Index:
Judging from market movements, it is certain that investors are expecting dovish interest rate decisions. It may be in the form of a surprise 50 bps interest rate cut. Alternatively, there was an acceptance that the probability of a 50 bps interest rate cut went to zero after 25 bps interest rate cuts and an inflation index that exceeded expectations, which might strongly suggest a 50 bps interest rate cut at least one meeting remaining within the year. In fact, the factoring in drastic interest rate cuts almost disappeared for a while, but then it went back to square one. Next week's...
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The current Nikkei Stock Average at 9:08 AM isdown 3.63 (0.01%)On,38358.90and is experiencing a small price movement at the start.
$Nikkei 225 (.N225.JP)$
$Nikkei 225 (.N225.JP)$
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