10/3 [Strength and Weakness Materials]
[Bullish and bearish factors] Bullish factors: Dow Jones Industrial Average is rising (42,196.52, +39.55), Nasdaq Composite Index is rising (17,925.12, +14.76), 1 dollar = 146.70-80 yen, Chicago Nikkei futures are rising (38,665, up 915 compared to Osaka), SOX Index is rising (5,099.20, +74.26), VIX Index is decreasing (18.90, -0.36), US crude oil futures are rising (70.10, +0.27), Expectations for inflation easing in the USA, active share buybacks, Tokyo Stock Exchange.
10/2 [Strengths and Weaknesses Materials]
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Three points to focus on in the morning session: In addition to defense-related stocks, exploring movements related to policies with the inauguration of the Ishiba administration.
On the morning of October 2nd, in the trading session, we want to focus on the following three points: ■ Movement to explore defense-related stocks and policy-related movements with the establishment of the Ishiba administration ■ Daiseki, 2Q operating profit decreased by 5.4% to 7.327 billion yen ■ Points of interest in the morning session: DMG Mori Seiki, doubling the number of engineers launched and repaired in the United States in 2028, 1.5 times more, 400 people In addition to defense-related stocks, with the establishment of the Ishiba administration, we are likely to see a focus on policy-related movements. In the Japanese stock market on the 2nd, amid concerns about geopolitical risks, it is expected that selling will take the lead. In the US market on the 1st day
10/1 [Strength-Weakness Materials]
[Bullish and Bearish Factors] Bullish Factors: Dow Jones Industrial Average is rising (42,330.15, +17.15), Nasdaq Composite Index is rising (18,189.17, +69.58), 1 Dollar = 143.60-70 Yen, Chicago Nikkei Futures are rising (38,115, +185 compared to Osaka), VIX Index is decreasing (16.73, -0.23), Expectations of inflation stabilization in the USA, active share buybacks, request for improvement of corporate value by the Tokyo Stock Exchange. Bearish Factors: Nikkei Average is falling (37,919.55, -1910.01).
"Black Swan" strikes! Japanese stocks plummeted by 4%, is japan bidding farewell to "Abenomics"?
The market is concerned about the central bank continuing to raise interest rates.
Chinese stocks are plunging again? This time it's because of this man!
① Japan will appoint a new prime minister on October 1, but investors are concerned that this new prime minister will push for an increase in interest rates, which is unfavorable for the market; ② On Monday, Japanese stocks fell first as a sign of respect. Analysts say that Japanese stocks are expected to continue to fluctuate in the short term until Fumio Kishida clearly states his policy position. They recommend that investors focus on domestic demand-oriented, banking, and defense stocks.
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