・米国のインフレ沈静化期待[Bull and Bear Materials]
Bullish materials
Long-term US interest rates fell.
Expectations for inflation to ease in the US.
Active share buybacks
Request for improvement in corporate value by the Tokyo Stock Exchange.
Bearish materials
The Nikkei average fell (36391.47, -265.62)
The Dow Jones Industrial Average fell (40345.41, -410.34).
The Nasdaq Composite Index fell (16690.83, -436.83).
1 dollar = 142.00-10 yen.
Chicago Nikkei futures fell (35255, Osaka ratio -1105).
SOX index fell (4528.22, -214.20).
VIX index rose (22.38, +2.48).
US crude oil futures fell (67.67, -1.48).
Prolonged fighting in Ukraine and Israel.
Concerns about a slowdown in China's economy.
Uncertainty about the future of the US presidential election.
Notes to be aware of:
- Foreign and domestic securities trading contracts (August)
- Revised GDP (April-June)
- International balance of payments (current account balance) (July)
- Bank lending trends (August)
- Corporate bankruptcies (August)
- Economic Watcher Survey (August)
- North Korea National Day
- China Consumer Price Index (August)
- China Producer Price Index (August)
- Brazil FGV Consumer Price Index (IPC-S) (last week)
- Brazil Weekly Economic Trends Survey
- US NY Fed Inflation Expectations Announcement (August)
- Brazil Trade Balance (last week)
- U.S. consumer credit balance (July)
- Earnings reports from Oracle Corp and others
- Apple's product announcement event
