[Morning Report] Bond market where prices are expected to remain high due to changes in the Fed chairman's tone and inclination towards employment Amazon to invest approximately 150 billion dollars in data centers

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The bond market is expected to remain high due to changes in the FRB chairman's tone and inclination towards employment
As US Federal Reserve (Fed) Chairman Powell is strengthening his attitude of emphasizing job market protection, strategies that anticipate high inflation are gaining momentum in the bond market.

US consumer sentiment is at a high level since July '21 - due to higher stocks and slowing inflation
The consumer sentiment index (confirmed value) for March rose 2.9 points from the preliminary report value of 76.5. As for the increase in confirmed values compared to preliminary figures, it was the largest since 2022/8.

The yen is in the first half of the 151 yen range against the dollar, making small movements at the end of the fiscal year and the European and American holidays - US PCE is in the spotlight
The yen exchange rate of the Tokyo Foreign Exchange Market on the morning of the 29th remained flat from the evening before, with 1 dollar = the first half of the 151 yen range. This day is the end of the fiscal year, and Europe and the US will also be closed on the Good Friday (Good Friday) holiday, and it seems that small movements centered on height adjustment will continue. Meanwhile, the US personal consumption expenditure (PCE) price index to be announced at night Japan time and Federal Reserve (Fed) chairman Powell's lecture attracted attention, and as market liquidity declines, the possibility of a 34-year low update and a sense of caution against exchange intervention are also smoldering.

Amazon to invest nearly $150 billion in data centers — responding to the AI boom
paddy $Amazon(AMZN.US)$The plan is to invest close to 150 billion dollars (about 22.71 trillion yen) into data centers over the next 15 years. The company, which has an overwhelming position in the cloud market, wants to prepare a system that can respond to the expected explosive increase in demand for artificial intelligence (AI) related and other digital services.

Lily's obesity medication is in short supply on Amazon and Rite Aid - demand surges
US drugstore chain's $Rite Aid(RADCQ.US)$ and, $Amazon(AMZN.US)$The online pharmacy “Amazon Pharmacy” is a major US pharmaceutical company $Eli Lilly and Co(LLY.US)$It was confirmed that the obesity treatment drug “Zepbound” is in short supply. Complaints from patients, pharmacists, and doctors are increasing.
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Xiaomi's first EV to go on sale from 4.5 million yen to compete with Tesla
Xiaomi (Xiaomi), a major Chinese smartphone company, announced on the 28th that it will sell the company's first electric vehicle (EV) from the same day. The price of the new model starts at 215,900 yuan (about 4.5 million yen) for the standard model. rice $Tesla(TSLA.US)$It is good to compete with EVs, and they aim to become a top company in the EV market in the future.