・米国の[Bull and Bear Materials]
Bullish materials
・1 Dollar = 152.80-90 Yen
USAInflationExpecting a calming period.
Active share buybacks
Request for improvement in corporate value by the Tokyo Stock Exchange.
Bearish materials
・Nikkei average declines (38,104.86, -307.10)
・Dow Jones Industrial Average declines (42,514.95, -409.94)
・NASDAQ composite index declines (18,276.65, -296.47)
Chicago Nikkei futures fell (37,850, -220 compared to Osaka).
SOX index fell (5,131.37, -59.34).
VIX index rose (19.24, +1.04).
US crude oil futures fell (70.77, -0.97).
US long-term interest rates rose
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:
- Securities investment for foreign and domestic (last week)
20-year government bond auction
Bank of Japan's Financial System Report (October)
- Machinery order receipts (September)
Canon <7751> and others earnings reports
PMI (October) for Japan, India, Germany, Eurozone, UK, USA etc.
South Korea GDP (July-September)
China's SWIFT global payment leader (September)
Brazil IBGE inflation rate IPCA-15 (October)
- US initial jobless claims (last week)
US new home sales (September)
Cleveland Fed President addresses the meeting
US 5-year inflation-linked Treasury bonds (TIPS) auction
Earnings reports from Renault, Dow, UPS, etc.
