$Nikkei 225 (.N225.JP)$
The exchange rate is fluctuating, and it's quite troubling...
What a mess...

$Nikkei 225 (.N225.JP)$
Trump's retaliatory tariffs, European Index QITABANKUAI and other countries' retaliatory tariffs, a large typhoon seems likely to hit soon.

$Nikkei 225 (.N225.JP)$
Options for tariffs to reduce the trade deficit with Japan, Mr. Trump discusses the acquisition of Nippon Steel.
Tariffs are clearly being hinted at...
However, it seems that it wasn't as big of a topic as mentioned in this News of individual stocks. Well, it seems to have ended without any major issues, which is a relief.
Waiting for Trump's announcement about mutual tariffs on Monday. The USA's expected inflation seems to be rising due to the uncertainty surrounding the overall picture of Trump's tariffs, and the market may settle down after that. It seems that the high volatility will continue.

$Nikkei 225 (.N225.JP)$
Prime Minister Ishiba has his first meeting with President Trump, carefully responding to avoid negative economic impact.
Please.
Under no circumstances should we be hit by the tariff cannon!
If the summit fails, please resign.

$USD/JPY (USDJPY.FX)$
Bank of Japan rate hike, at least 1% needed by the second half of FY2025 - Commissioner Tamura.
Somehow, when I thought of hawkish comments, are you from a megabank?
If you induce yen appreciation, the scenario of gradual yen depreciation through cost-push inflation and support for corporate performance via wage increases will completely reverse.
The Commissioner's own position talk is too much...
Perhaps, if the US 10-year bond yields, which have been attracting attention, decrease due to the easing of US inflation expectations and the resumption of the Fed's interest rate cuts, Japan's interest rate hikes may be further away for the reasons mentioned above. After all, with China's prolonged economic downturn, Europe's economic slowdown, and not just the US, the world economy is not strong at all. Is there a timing for this?

$Gold Futures(APR5) (GCmain.US)$
Thanks to the rise in Gold, the pain of stocks and investment trusts is minimal. This is the time for Gold.

$NVIDIA (NVDA.US)$
$SoftBank Group (9984.JP)$
OpenAI, which was in need of computing power, is rapidly approaching SoftBank while keeping its distance from Microsoft.
SoftBank just has to invest, and in the medium term, there are only benefits for N.
In the long run, the company will develop chips within its own camp, including ARM.
Well, the market has also calmed down, so it will gradually, but maybe N will try to make a comeback.

$E-mini NASDAQ 100 Futures(MAR5) (NQmain.US)$
$Nikkei 225 (.N225.JP)$
$NVIDIA (NVDA.US)$
In today's MSFT, META earnings, continued aggressive AI investments are expected to be announced, along with ASML, Advantest's strong earnings, giving a feeling that a global Technology stock rally is about to begin.
Since President Trump took office, the market has been volatile, but ultimately it seems to be friendly to the Market Overview.

$NVIDIA (NVDA.US)$
Is DeepSeek acquiring OpenAI data unlawfully, Microsoft investigating?
If this is true, then China is scary.
If it becomes clear from tonight's earnings reports of MSFT and META that there is no intention to reduce investment in AI, it will fully head towards normalization.

$NVIDIA (NVDA.US)$
If the current ChatGPT is close to the final form of AI, the demand for NVIDIA's cutting-edge GPUs is likely to decrease, but the tech industry doesn't seem to be moving in that direction.
Especially this year, as it is said that the utilization of AI as agents will begin in earnest, computing power should become increasingly necessary, and if learning becomes more efficient, AI should be able to perform more advanced tasks.
Therefore, it seems that yesterday's Market Overview reacted excessively. In fact, the founder of DeepSeek has also stated that the introduction of regulated cutting-edge chips is necessary for future evolution.
It's been a long time, but buying on dips.