The Japanese economy is experiencing a "dual situation of ice and fire"! Manufacturing continues to shrink, while the service industry rises against the trend.
Japan's economy continued to see a contraction in manufacturing activity in December, entering its sixth month of contraction, while the services sector maintained a growth trend.
Reports indicate that the Bank of Japan will "hold steady" next week, and Bank of America expects the interest rate hike may be postponed until March next year.
Five sources familiar with the thoughts of the Bank of Japan stated that the Bank is inclined to keep interest rates unchanged next week. However, Bank of America warned that if the Bank of Japan continues to delay interest rate hikes until March next year, the yen could depreciate again to 155 or slightly below the 157 level reached in November.
IShares MSCI EAFE ETF Options Spot-On: On December 11th, 90,519 Contracts Were Traded, With 2.2 Million Open Interest
On December 11th ET, $iShares MSCI EAFE ETF(EFA.US)$ had active options trading, with a total trading volume of 90,519 options for the day, of which put options accounted for 55.58% of the total
Yen surges! Has the Bank of Japan decided not to raise interest rates?
Officials from the Bank of Japan believe that there is almost no cost in waiting for the next rate hike, and the yen plummeted upon hearing this.....
PolAOL HD, DaiKin ETC (additional) Rating
Upgraded - Bullish Code Stock Name Securities Company Previous Change After---------------------------------------------------<6135> Makino F SMBC Nikko "2" "1" <8750> Dai-ichi Life Holdings Mizuho "Hold" "Buy" <8795> T&D Holdings Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Securities Company Previous Change After-----------------------------------------
Astroscale and over 20 companies including Toyota are promoting space-related technologies in the UAE.
Significant continued rise. More than 20 companies, including Toyota <7203> and Mitsubishi Heavy Industries <7011>, are reported to be promoting space-related technology in the United Arab Emirates (UAE), and it is said that the company will also participate. The Ministry of Economy, Trade and Industry and the Cabinet Office are likely to hold a meeting in Abu Dhabi on the 12th, gathering stakeholders from both countries' industry, academia, and government. Stock prices have been maintaining a weak trend recently, making it easier for buyers to come in due to perceived value.
Is an interest rate hike being hinted at? The Bank of Japan has unusually scheduled a speech and press conference for January.
Analysis suggests that regional speeches generally provide council members with more freedom to express their views on mmf policy, and also give central banks the opportunity to allow market participants to adjust their expectations. An increasing number of economists expect that the central bank will raise interest rates at the January meeting.
Japan will restart trade negotiations with Trump. Automobile tariffs will be the most critical game in this round!
① The U.S. president-elect Trump's trade war has caused significant headaches for global leaders, among which, Japan hopes to restart trade negotiations and has stated that there is a consensus to include the elimination of tariffs on autos and auto parts in the negotiations; ② The USA is Japan's largest export market, with autos accounting for one-third of Japan's export volume. In the fiercely competitive auto transformation process, U.S. tariffs could very well become the "last straw" that overwhelms the Japanese auto industry.
Japan's basic salary increase in October reached a record high, creating conditions for the central bank to raise interest rates again.
Japan's official employees' basic wage increase hit a record high, further indicating that the Japanese economy is moving towards a positive cyclical development, which will support market speculation on the recent interest rate hike by the Bank of Japan.
Haseko, Nichiban, etc. (additional) Rating
Downgrade - bearish code stock name brokerage firm previous change after-----------------------------------------------<4911> shiseido company,limited sponsored adr Mizuho "buy" "hold" <5802> Sumitomo Electric Mizuho "buy" "hold" <9684> Square Enix HDS MB Nishikawamatsu "1" "2" target stock price change code stock name brokerage firm previous change after-----------------------------------------------
Mr. Trump nominates a U.S. billionaire as NASA administrator.
[Space Business] President-elect Trump has reportedly nominated billionaire and entrepreneur Jared Isaacman as the head of the National Aeronautics and Space Administration (NASA). Mr. Isaacman has invested and participated in commercial space travel by SpaceX, led by Mr. Elon Musk, twice. In September, he achieved the world's first spacewalk as a civilian. <7203> Toyota <7721> Tokyo Keiki <2359> Core <3004> Kenei <3401> Teijin
The Nikkei average rebounds as the GPIF plans to raise its investment yield target.
Last weekend, on November 29, the usa market saw the dow inc close at 44,910.65 dollars, up by 188.59 dollars, while the nasdaq finished at 19,218.17 points, up by 157.69 points. Following the presidential election, the confidence index of small and medium-sized enterprises has risen, and it became clear that President-elect Trump engaged in constructive dialogue regarding tariffs with the leaders of Canada and Mexico, alleviating concerns and improving investor sentiment, leading to increased buying after opening. On the day after Thanksgiving, Black Friday, retailers launched discount sales.
List of stocks with cleared clouds (Part 2) [Ichimoku Kinko Hyo: List of Stocks with Cleared Clouds]
○ List of stocks that have broken below the cloud in the market Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange main board <1780> Yamauura 1158 1193.25 1169.5 <1835> Tok鉄工3210 3317.53 236 <1899> Fukuda Group 5270 5582.55 305 <2121> MIXI 2809 2811.52 826.5 <2217> Morozov 4430 4577.54 470 <2
IShares MSCI EAFE ETF Options Spot-On: On November 29th, 95,836 Contracts Were Traded, With 2.09 Million Open Interest
On November 29th ET, $iShares MSCI EAFE ETF(EFA.US)$ had active options trading, with a total trading volume of 95,836 options for the day, of which put options accounted for 65.81% of the total
Barclays's 'Bang-for-the-buck' Tail Hedging ETFs: HYG, XLF, IYR
Even with the progress of yen appreciation, the price movement remains firm around 38,000 yen.
The Nikkei average fell. It ended the trade at 38,208.03 yen, down 141.03 yen (with an estimated volume of 1.6 billion 20 million shares). The previous day's usa market was closed for Thanksgiving, leading to a lack of guiding materials. Following the announcement of the November consumer price index (CPI) for the Tokyo metropolitan area before the start of trading, the yen briefly appreciated to 149 yen per dollar, which was not well received. Export-related stocks were sold, and the Nikkei average dropped to 37,986.97 yen during the mid-morning session.
List of Cloud Breakout Stocks [Ichimoku Balance Table, List of Cloud Breakout Stocks]
Top stocks list for the market breakout above clouds Code Stock Name Closing Price Leading Span A Leading Span B Tokyo Stock Exchange Main Board <1332> Nissui 939 926.25 884 <1786> Oriental Shiraishi 3843 8135 25 <1861> Kumagai Gumi 3575 3561.25 3487.5 <1942> Sekidenko 2229 1822.25 2029 <2212> Yamazaki Pan 2849 2772.5 2736
Panasonic HD, Toyota, etc.
*Panasonic HD <6752> to enter the North American water heater business in collaboration with a U.S. distributor (Nikkei Industrial, page 3) - ○ *mitsubishi electric corp. unsponsored adr <6503> reveals the 'Michibiki' No. 6 satellite, scheduled for launch into space within the fiscal year (Nikkei Industrial, page 3) - ○ *Sumitomo Corporation <8053> considering investment in Yokado, expecting synergies in the metropolitan area (Nikkei Industrial, page 3) - ○ *Matsuya <8237> integrating physical stores with digital, expanding product lineup, attracting younger demographics (Nikkei Industrial, page 4) - ○ *Itochu <8001> forms capital partnership with a startup for emission management, supporting decarbonization with a new business.
List of conversion stocks (Part 3) [List of parabolic signal conversion stocks]
○List of sell-to-convert stocks in the market Code Stock Name Closing Price SAR Tokyo main board <6035> IRJ-HD 807 855 <6047> Gunosy 696734 <6118> Aida 779812 <6157> Nisshin Tool 762773 <6183> Veru Inc 2412531325 <6200> Insource 10521106 <6209> Liken NPR 23682482 <6222> Shima Sei
Trump's tariff stick shocks the market, General Motors falls 9%, how do Ford and others escape it?
Trump's tariff policies impact the North American auto industry, general motors' stock prices plummet, while Ford's 'made in the usa' global strategy has less effect.