[Bull and Bear Materials]
Bullish materials
NY Dow is up (39,935.07, +81.20).
1 dollar = 153.90-00 yen.
Chicago Nikkei futures are up (37,770, 40 higher than Osaka).
US crude oil futures are up (78.28, +0.69).
Long-term US interest rates fell.
Expectations for inflation to ease in the US.
Request for improvement in corporate value by the Tokyo Stock Exchange.
Bearish materials
- Nikkei Average fell (37,869.51, -1,285.34). - Nasdaq Composite Index fell (17,181.72, -160.69) - SOX index fell (5,005.36, -100.30) - VIX Index rose (18.46, +0.42)
- Tokyo metropolitan area consumer price index (July) - 2-year government bond auction - Revised economic trend index (May) - Timmy goes public - Trust and KENZO Electronic Industry <4063>, M3 <2413>, and other earnings reports
- Opening of the Paris Olympics. - Brazil FGV construction costs (July) - Brazilian outstanding loans (June) - Brazilian individual loan default rate (June) - Brazilian loan balance (June) - Last day of the G20 meeting of finance ministers and central bank governors of 20 major countries. - US personal income (June) - US Personal Consumption Expenditures (PCE) price index (June) - University of Michigan consumer sentiment index (July) - 3M and other earnings reports.
- VIX index is up (18.46, +0.42)
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:
- Tokyo metropolitan area consumer price index (July)
- 2-year government bond auction
- Revised value for economic trend index (May)
- Timing Inc. newly listed
- Shin-Etsu Chemical Co. Ltd. <4063>, Keyence Corp. <6861>, M3 Inc. <2413>, and earnings reports from other companies.
Foreign currency reserves of India (last week).
The Central Bank of Russia announces policy interest rate
The opening of the Paris Olympics.
- European Central Bank (ECB) CPI financial estimates for the Eurozone.
Brazil FGV construction costs (July)
Brazilian outstanding loans (June)
Brazilian individual loan default rate (June)
Brazilian loan balance (June)
Last day of the G20 meeting of finance ministers and central bank governors of 20 major countries.
US personal income (June)
US Personal Consumption Expenditures (PCE) price index (June)
University of Michigan consumer sentiment index (July)
3M and other earnings reports.