$E-mini NASDAQ 100 Futures(JUN5) (NQmain.US)$
What is being done resembles a wartime economic system. Attempting to rely solely on domestic resources is leading to inflation and an economic slowdown, which is becoming very realistic.
And Japan has no measures.
What is being done resembles a wartime economic system. Attempting to rely solely on domestic resources is leading to inflation and an economic slowdown, which is becoming very realistic.
And Japan has no measures.
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$Nikkei 225 (.N225.JP)$
Since the Volume has not increased, there may be another level of bottoming out. It cannot be said that a reversal is certain at least...
If the tariff discussion becomes a reality next week, it will likely continue to cause panic. It is hard to believe that the USA, which heavily depends on Canada and Mexico, would take action while being aware of the inflation risk. If they proceed, it may not be unrelated to domestic tax cuts. Specific tariffs on mutual tariffs and individual products like Autos have not been solidified either.
Since the Volume has not increased, there may be another level of bottoming out. It cannot be said that a reversal is certain at least...
If the tariff discussion becomes a reality next week, it will likely continue to cause panic. It is hard to believe that the USA, which heavily depends on Canada and Mexico, would take action while being aware of the inflation risk. If they proceed, it may not be unrelated to domestic tax cuts. Specific tariffs on mutual tariffs and individual products like Autos have not been solidified either.
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$Nikkei 225 (.N225.JP)$
It's hard to read the situation because it depends on Trump. If a 25% tariff on Canada and Mexico is enforced, it seems likely to go down to the low 30,000 yen range, but since the main Target Materials of Trump's tariffs are probably China, if Canada and Mexico impose tariffs on China, it seems likely to be postponed again.
The talk about fentanyl and immigration is probably just a metaphor.
It's hard to read the situation because it depends on Trump. If a 25% tariff on Canada and Mexico is enforced, it seems likely to go down to the low 30,000 yen range, but since the main Target Materials of Trump's tariffs are probably China, if Canada and Mexico impose tariffs on China, it seems likely to be postponed again.
The talk about fentanyl and immigration is probably just a metaphor.
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3
$USD/JPY (USDJPY.FX)$
It seems like they might tolerate a stronger yen out of fear of Trump...
Since it is a bureaucratic-led administration, they probably won't touch things like easing Automobile safety regulations or lowering the consumption tax rate, and they might say that a stronger yen is needed to lessen the damage from Trump's impact.
It seems like they might tolerate a stronger yen out of fear of Trump...
Since it is a bureaucratic-led administration, they probably won't touch things like easing Automobile safety regulations or lowering the consumption tax rate, and they might say that a stronger yen is needed to lessen the damage from Trump's impact.
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7
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$Nikkei 225 (.N225.JP)$
Trump's retaliatory tariffs, European Index QITABANKUAI and other countries' retaliatory tariffs, a large typhoon seems likely to hit soon.
Trump's retaliatory tariffs, European Index QITABANKUAI and other countries' retaliatory tariffs, a large typhoon seems likely to hit soon.
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$Nikkei 225 (.N225.JP)$
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.
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.
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5
$Nikkei 225 (.N225.JP)$
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.
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.
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5
$USD/JPY (USDJPY.FX)$
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?
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?
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$Gold Futures(JUN5) (GCmain.US)$
Thanks to the rise in Gold, the pain of stocks and investment trusts is minimal. This is the time for Gold.
Thanks to the rise in Gold, the pain of stocks and investment trusts is minimal. This is the time for Gold.
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