Trump Trade Winners: Crypto, Bank Loans, MMFs, Leveraged Funds, U.S. Small-caps
Express News | The Bank of Japan is considering not raising interest rates at the next policy meeting.
Profit-taking Sell is prevailing in response to the consecutive rise.
The Nikkei Stock Average fell for the first time in five days, finishing the trade at 39,470.44 yen, down 378.70 yen (estimated Volume 1.9 billion 90 million shares). In the previous day's US market, major stock price indices declined, and after recovering the significant 0.04 million yen mark the day before, profit-taking Sell orders were prioritized due to short-term overheating. Although there were some moments where prices slightly recovered due to Buy orders on dips, the failure to stay above the SQ value (39,434.85 yen) invited selling pressure, and there were instances where it dropped to 39,247.41 yen towards the end of the morning session.
The Nikkei average fell for the first time in five days, with a slight sense of accomplishment following the previous day's reach into the 40,000 yen range.
On the 12th, the US stock market fell. The Dow Inc average decreased by 234.44 dollars to 43,914.12 dollars, and the Nasdaq ended trading down 132.05 points at 19,902.84. Concerns over an unexpected acceleration in the November Producer Price Index (PPI) led to a decline after the opening. The Dow was pressured by selling due to unexpectedly weak employment-related indicators and the decline of managed healthcare company UnitedHealth, resulting in further declines. The Nasdaq fell amidst concerns over rising long-term interest rates. Towards the end, stocks.
Reported Earlier, Japan Industrial Production (MoM) For October 2.8% Vs. 3.0% Est.; 1.6% Prior
Reported Earlier, Japan Tankan All Big Industry CAPEX For Q4 11.3% Vs. 9.6% Est.; 10.6% Prior
Visionary, Mitsubishi, etc. (additional) Rating.
Upgraded - Bullish Code Stock Name Securities Company Previous After --------------------------------------------- <6952> Casio Daiwa "3" "2" <7202> Isuzu Daiwa "3" "2" <8801> Mitsui Fudosan Daiwa "3" "2" <3659> Nexon Daiwa "2" "1" Downgraded - Bearish Code Stock Name Securities Company Previous After ---------------------------------------------
A stance of buying on dips with an awareness of year-end highs.
[Stocks Opening Comment] The Japanese stock market on the 13th started with a slight Sell, but it seems to develop into a market where firmness is recognized. In the U.S. market on the 12th, the Dow Jones Industrial Average fell by 234 points, and the Nasdaq decreased by 132 points. The wholesale price index (PPI) for November exceeded market Financial Estimates. Since the previous day’s consumer price index (CPI) matched expectations, concerns about inflation reignited, leading to a prevailing Sell. However, the U.S. Federal Open Market Committee (FOMC)
Trump Policies To Kick BoJ Trade Back Into Gear: Is Japan The New Inflation Play?
Sony sets a new historical record after 24 years, with its full-track layout in the IP economy attracting the attention of investors.
① After a recent surge in stock prices, Sony's share price successfully broke through the previous high set in March 2000; ② After a transformation lasting twenty years, the Entertainment businesses such as gaming, anime, music, and film now account for nearly 60% of Sony's overall profits; ③ The market is currently closely watching Sony's acquisition of another IP giant, Kadokawa.
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.
Against the backdrop of rising U.S. tech stocks and a weaker yen, it temporarily recovered to the 0.04 million yen level.
The Nikkei average rose significantly for the fourth consecutive day, closing at 39,849.14 yen, up 476.91 yen (Volume approximately 1.9 billion 30 million shares). Since the previous day's USA market was driven by buying in technology stocks, buying started off strongly, and in the mid-morning session, it rose to 40,091.55 yen, recovering the important level of 0.04 million yen for the first time since October 15. Additionally, the yen exchange rate depreciated to 152 yen to the dollar, which was also favorable for export-related stocks.
Yokan HD, Casio, ETC (additional) Rating
Upgraded - Bullish Code Stock Name Brokerage Firm Previous After ------------------------------------------------------------- <3291> Iida GHD Morgan Stanley "Underweight" "Equal Weight" <9021> JR West Japan SMBC Nikko "3" "2" <9502> Chubu Electric Mizuho "Hold" "Buy" Downgraded - Bearish Code Stock Name Brokerage Firm Previous After ------------------------
US stock market forecast | November CPI data meets expectations, the three major futures indexes rise sharply; Quantum Computing concept stocks surge before the market, with Rigetti and Quantum both climbing over 10%.
Pre-market up over 1%, Tesla's sales in China for December usher in a "good start": first week sales of 0.0219 million Autos, Cybertruck has completed Energy consumption declaration in China; Google executive: Search AI is the biggest bet, with an expected investment of 50 billion in 2024.
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.....
The unknown is the most dangerous! The market is increasingly confused about whether the Bank of Japan will raise interest rates next week.
1. Over the past week, as official remarks and media reports sent mixed signals regarding the Bank of Japan's intention to raise interest rates, traders have become increasingly confused about when the Bank of Japan will hike rates; 2. This scene clearly evokes memories of the events leading up to this year's 'Black Monday' in August for Japanese stocks.
The Nikkei Average has risen for three consecutive days, showing strong movement with stable financial stocks.
On the 10th, the US Stocks market continued to decline. The Dow Inc average closed down 154.10 points at 44247.83 dollars, and the Nasdaq finished down 49.45 points at 19687.24 in trade. Due to a lack of materials, buying and selling mixed, and after the opening, it showed varied movements. The Dow was pressured by selling due to high price caution, remaining weak throughout the day. The Nasdaq was briefly boosted by the rise of Alphabet, but was pulled down by selling due to high interest rates, along with declines in Oracle Corp and Semiconductors like NVIDIA, turning into a downward trend.
Asia-Pacific Markets Mixed as China's Key Economic Meeting Kicks Off; Eyes on U.S. CPI Report
Reported Earlier, Japan BSI Large Manufacturing Conditions For Q4 6.3 Vs. 1.8 Est.; 4.5 Prior
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-----------------------------------------