$Kobe Bussan (3038.JP)$
Even from the perspective of Engel's coefficient, I think it's a buy. If it's getting messed up by Abenomics and real wages aren't increasing, there's no choice but to raise interest rates.

$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF (TMF.US)$ It seems to rise temporarily up to around $50 to $51. Depending on economic indicators, there may be a pullback to around $47, but I believe it will not drop below $45. If all goes well, expectations are around $58 to $65 early next year.

$iShares 20+ Year Treasury Bond ETF (TLT.US)$ The result of the US employment statistics
It is insufficient to suggest a 0.5% rate cut
● Unemployment rate
Previous: 4.3%
Financial estimates: 4.2%.
Results: 4.2%.
Non-farm payroll (NFP) employment.
Previous: 0.089 million people (downward revision from 0.114 million people).
Estimates: 0.16 million people.
Results: 0.142 million people.
Slight improvement in unemployment rate.
NFP slightly underperformed expectations.
With this, a 0.5% rate cut is
I think it's questionable whether it's really necessary 🤔
According to Fed Watch
0.25% rate cut -> 70%
0.5% rate cut -> 30%
is priced in!
Also, the statements of FRB members after the release of US employment statistics
Also the statements of the FRB members
利下げ幅は明言せず
利下げ幅の最終判断は以下の指標次第
→11日の米CPI
→17日の米小売売上高
※ここは折り込まれ過ぎからの
景気強い指標結果で多少下落の
ボックスチャートになると思います😅
ただ、米景気が下降していくのは時間の問題でスピードは私も分からないので我慢中
The US employment statistics also had a downward revision this time.
For the previously announced data,
there was a downward revision.
- For the data announced last month,
0.114 million people → 8...

Hello Moomoo users!Thank you for your hard work until closing. Here is today's overview of the stock market. Thank you in advance.
The Nikkei average closed at 36,215.75 yen, down 175.72 yen from the previous trading day.
Japanese stocks are expected to see a significant decline, with all 33 industries selling off due to the slowdown in US employment and the strong yen in the foreign exchange market.
Focus on the improvement of Japanese corporate management, with the Hang Seng in Hong Kong attracting new hedge funds.
Toyota continues to decline significantly for the fifth day in a row, weighed down by the strengthening yen following the release of US employment statistics.
7&iHD---Rebound significantly, speculation includes upward revision of acquisition price from Kushtaar.
Hot stocks: $Toyota Motor (7203.JP)$、 $Seven & i Holdings (3382.JP)$、 $Kandenko (1942.JP)$
moomoo News Japan Stocks Evelyn
Market Overview
In today's Tokyo stock market, the Nikkei average stock price closed at 36,215.75 yen, down 175.72 yen from the previous trading day, and the Tokyo Stock Price Index (TOPIX) closed at 2,579.73, down 17.69 points.
Top news
Japanese stocks are expected to significantly decline due to concerns about the slowing down of the US job market and the strengthening yen exchange rate, with all 33 industries selling.
...

This article uses auto-translation in some sections
On the 21st, the U.S. Bureau of Labor Statistics (BLS) announced that there may have been a 28% lower increase in the number of employees over the past year than previously reported. This revision, the largest in 15 years, raises concerns that the actual economic situation may be weakening more than expected. Although there were suggestions that the Federal Reserve's (FRB) anticipated rate cut in September might have been delayed, the market's reaction was subdued.
On the 21st, U.S. stock market indexes across the board rose, with the S&P 500 up by 0.42%, the Dow up by 0.14%, and the U.S. small-cap stock index and chip stock index rising by over 1%. U.S. bond yields also continued to decline (bond prices rose), falling to nearly 11 basis points. $U.S. 2-Year Treasury Notes Yield (US2Y.BD)$dropping by nearly 11 basis points.
Suggesting a significant slowdown in the labor market.
On the 21st, the U.S. Department of Labor Statistics announced estimated annual revisions for the 2024 employment statistics, lowering the total number of U.S. non-farm sector employees for the year ending in March 2024 to 0.818 million, a downward revision of 0.5%.
Although there was already a sense of slowdown in the U.S. labor market, the reality reflects further cooling.
Official revised values will be released in January 2025...

$Krispy Kreme (DNUT.US)$
In the end, sales of Krispy Kreme donuts will be available at 13,500 McDonald's stores in America.
This is quite impressive, as there are many donut lovers in America, so we can expect a significant increase in sales. It seems like a good idea to get in early since it's still in the early stages.