[Bull and Bear Materials]
Bullish materials
Crude oil futures rose (77.59, +0.63).
Expectations for inflation to ease in the US.
Request for improvement in corporate value by the Tokyo Stock Exchange.
Bearish materials
The Nikkei Average fell (39,154.85, -439.54).
The NY Dow fell (39,853.87, -504.22).
The NASDAQ composite index fell (17,342.41, -654.94).
1 dollar = 153.70-80 yen.
Chicago Nikkei futures fell (38,115, Osaka ratio -1005).
The SOX index fell (5105.65, -292.24).
The VIX index rose (18.04, +3.32).
US long-term interest rates rose
Concerns about early additional rate hikes by the Bank of Japan.
Prolonged fighting in Ukraine and Israel.
Low approval rating of the Cabinet.
Notes to be aware of:
- Securities investment for foreign and domestic (last week)
Corporate service price index (June).
National department store sales (June).
Monthly economic report (July).
Earnings reports from companies such as Canon, Chugai Pharmaceutical, NRI, Renesas, Fuji Electric, and Nissan.
Korean GDP (April-June).
Brazil's FIPE Consumer Price Index (last week).
Eurozone money supply (June).
German IFO business climate index (July).
Brazil FGV consumer confidence (July).
Brazilian current account balance (June).
Brazilian foreign direct investment (June).
Brazilian IBGE inflation rate IPCA-15 (July).
US durable goods orders (June).
- US initial jobless claims (last week)
- US GDP Preliminary (April-June).
- Brazil's G20 finance ministers and central bank governors meeting (until the 26th).
- Bidding for 7-year US government bonds.
- Earnings reports from Stellantis NV, Sanofi, STMicroelectronics, Vale SA, etc.