The United States announced at 23:00 on May 28, 2024Conference Board Consumer Confidence IndexResults for 97.5 of the previous month102.0It was.
This is data for May of this month.
The data exceeds market expectations.
What is the US stock exchange rateInterest rate cutsExpectations are growing. Because revitalizing consumption will lead to higher pricesStock depreciationIt's a factor.
Conference Board Consumer Confidence Index (CCI)It has been falling for 3 consecutive months, but unexpectedly strong results have come out.
In response to this announcementUS 10-year bond yieldhas skyrocketed. What is the current value4.543%It is.
Is a rise in long-term interest rates good for stock pricesminusIt is.
There has been a backlash since last FridayCrude oil futures WTIIs the Conference Board Consumer Confidence Index (CCIIt has skyrocketed in response to the announcement of).
Higher crude oil will lead to higher prices.Stock depreciationIt's a factor.
The final figures were announced at 23:00 on 2024/5/24University of Michigan Consumer ConfidenceI feel a slight sense of incongruity just because the index showed weak values.
The Conference Board Consumer Confidence Index (CCI)hiringSince the specific weight of is heavy, when the labor market is active, strong figures come out.
A similar economic index representing the strength of consumption...

The United States announced on 2024/5/23 at 22:45S&P Service Industry PMIResults for the previous month of 51.354.8It has skyrocketed.
These are preliminary figures.
This is the data for May of this month.
Has been on a downward trend since 2024/3S&P Service Industry PMIBut I can understand the solid US economy.
What is the current stock exchange rateInterest rate cutsExpectations are growing.
What are economic indicators showing a boomminusCaught asStock depreciationIt's a factor.
It has a big impact on stock pricesUS 10-year bond yieldThe current value rebounded from the closing price of 4.377% on 2024/5/164.479%It has risen to
Is a rise in long-term interest rates good for stock pricesminusIt is.
What is the bond marketInterest rate cutsIt has been determined that it is far away.
The United States announced at 21:30 on May 23, 2024Number of new unemployment insurance claimsResults against the previous 223,000 cases215,000It was.
It skyrocketed on the 9th of this monthNumber of new unemployment insurance claimsHowever, it has been declining for 2 consecutive weeks.
Because the decline in the number of unemployed lowers expectations of interest rate cutsStock depreciationIt's a factor.
The United States announced at the same timingNumber of people who continue to receive unemployment insuranceResults with a rise for 3 consecutive weeks1.794 million peopleIt was.
ThisStock heightIt's a factor.
Service Industry PMIis expected...

The United States announced on 2024/5/22 at 23:00Number of second-hand housing units soldResults for the previous 4.19 million cases4.14 millionIt was.
2 months in a rowshrinksIt is.
The number of home buyers is declining due to the effects of rising long-term interest rates.
ThisCPIIn order to slow down the decline,Stock depreciationIt's a factor.
It was announced at 11:00 on the same dayNew Zealand Central Bank Policy RateAs expected, it has remained unchanged at 5.50%.
New Zealandunemployment rateIt has been rising for 5 consecutive months and has reached 4.3%.
New ZealandCPIAlthough it is on a downward trend, it is as high as 4.0%.
New ZealandInterest rate cutsBecause if it crosses to, the trend of appreciation of the dollar will become strongerStock heightIt's a factor.
It was announced at 15:00 on the same dayUK CPI (YoY)The result is 3.2% compared to the previous time2.3%It has declined.
This is for US stockstailwindIt is.
Interest rate cuts in the UK will encourage a stronger dollar.
United Kingdom CPIAlthough it fell, the result was 2.3% compared to the forecast of 2.1%, and there was no slowing of inflation that exceeded expectations.
This ispessimisticIt has been done.
Announced at 3:00 on 2024/5/23FOMC minutesWell then the Fed'sTaka factionI caught a glimpse of that attitude.
The Fed is in...

May 17, 2024Copper futures pricesThe closing price of $5.0812 is unstoppable.
The rise in copper prices is related to price increases due to the closure of large copper mines and supply restrictions imposed by China's refining industry.
What is the reason for the biggest price increaseAI boomIt's none other than
whyAI boomWhen it wakes upcopper priceWill it rise excessively?
The reasonCapital investmentIt's in.
AIA lot of capital investment is required for it to develop. This is a large amountcopperswill be used.
In anticipation of that, the futures marketcoppersI'm shopping and fishing.
thiscoppersThe rise in prices has not been accompanied by a real economy.
Originally, copper depends on manufacturing trends, but economic indicators do not show a boom.
coppersIt is no exaggeration to say that AI stocks are rising only due to expectations.
AI stocksIt can be said that copper prices will fall if financial results deteriorate.
copper priceIf it fallsAI stocksIt can also be taken as a sign that something is happening.
copper priceAs long as it forms an uptrendAI stocksIt can be said that it is bullish.

The US Consumer Price Index announced at 21:30 on 2024/5/15 (CPI) compared to the same month last year3.4%It was. Last time it was 3.5%loweringI'm doing it.
Because this contributes to calming inflationStock heightIt's a factor.
It was announced at the same timeRetail sales (month-on-month)The result is 0.6% compared to the previous time0.0%It was.
ThisCrude oil pricesSince it has risen from March, it is due to pressure on household budgets and a decline in consumption.
US 10-year bond yieldIt is declining. The number of home buyers will increase as mortgage interest rates fall. This isSoaring rentsIt contributes to calming down.
CPIIf it falls, prices will drop, so the economy will be revitalized and prices will rise. It can be said that the road to cutting interest rates will be steep.

May 15, 2024wheat futures priceWhat is the current value of$689.80It is.
wheat futures priceThere was a downward trend peaking at 1348 dollars in 2022/2
From April 19, 2024Rapid ascensionI'm doing it.
What is the reason for the sharp rise in wheat pricesBad harvest in RussiaIt is.
ThisInterest rates remain highIt's a factor.
The rise in wheat prices will spur inflation, so the period for interest rate cutsretreatedI will.
Copper prices are risingIt won't stop either.
May 15, 2024copper futuresWhat is the current value of4.9855It's dollars.
The price was $3.7725 as of 2024/2/15, when the rise began.
This price movement in a short period of time is such a strong increase that it is rare.
copper price futuresThe highest price in history is $5.0395, which was hit on 2022/3/7.
The reason for the rise in copper prices last yearClosing of the Cobre Panama mine. This mine covered 1% of the world's copper production.China's copper price increase. This is because China's copper refining industry has cut production.AI boomPurchases are underway in anticipation of copper consumption due to

When I invest in US stocks, I only worry about US stock news, but the marketexternal factorsIt is also affected by
United StatesCPIThey are reluctant to drop, led by soaring housing costs.
In contrast to thisThai CPIThe current value peaked at 7.86% of the 2022/10 announcement0.19%There has been a big drop.
Inflation is seriousTurkey85.51% in 2022/11CPIThis is the peak of It fell once and added 38.21%, but then it rose again and the current value69.80%It is getting closer to its peak.
India CPIThe fluctuation was intense, and there were scenes where the high price of 7.44% to 7.79% was set 4 times after 2020. What is the current value4.85%It is.
German CPIpeaked at 10.4% announced in 2022/11 and fell steadily, and the current value2.2%It is.
United Kingdom CPIpeaked at 11.1% announced in 2022/11 and fell steadily, and the current value3.2%It is.
Japan CPIpeaked at 4.3% announced in 2023/3 and fell to 2.2%, but now it has rebounded2.7%It is.
Korea CPIpeaked at 6.3% announced in 2022/8 and fell to 2.3%, but it rebounded and the current value2.9%and...

Announced at 23:00 on 2024/5/10University of Michigan Consumer Confidence IndexResults for 77.2 of the previous month67.4It was.
This data is for May of this month.
These are preliminary figures, and final figures will be announced on 5/24.
It had been falling for 4 consecutive monthsConference Board Consumer Confidence IndexIn contrast to the University of Michigan consumer confidence, which remained bullish,
This timeDeclineIt changed to.
From a decline in consumptionBearishIt's a phase where it becomesUS 10-year bond yieldI'm reluctant to lower it from 5/7.
The bond market is still inflationaryThe US economy is strongIt has been determined that it will change to
The United States announced at 21:30 on May 9, 2024Number of new unemployment insurance claimsCompared to 209,000 cases the previous week23.1 thousandIt has risen significantly.
ThisInterest rate cutsIt's a factor.
Number of new unemployment insurance claimswill be announced every Thursday.
Following the decline in consumptionunemployedThis is the result of an increase in the sense of anxiety that it is increasing.
Number of new unemployment insurance claimsJust because it has increased does not mean that an economic recession or stock price crash is imminent.
This is because even if you apply for unemployment insurance, there is no problem if you find a job right away.
The US is a social system that can be fired quickly...

2024/5/8'sShanghai Composite IndexIs the closing price3128.10It is.
It had become a resistance3090It broke on 2024/4/29.
The boom in the Chinese economy will boost global prices, so for the US, which aims to calm inflationminusIt is.
It was rising until 2024/4/5Crude oil futures WTIThe current value is against a peak of $86.91$77.30It has declined to
Is the decline in crude oil prices good for stock pricesplusesIt is.
Because the risk of a recession has increased due to the slowdown in the US labor marketUS 10-year bond yieldis falling.
US 10-year bond yieldThe decline encourages an increase in the number of home buyers because mortgage interest rates are lowered. To contribute to calming soaring rentsStock heightIt's a factor.
Public utility ETF'sXLUFrom 5/1skyrocketingI'm doing it. Public utility stocks have stable earnings even though they have no growth potential like growth stocks, so they are useful as a hedge when there is a sense of anxiety about the market price.
SMCIIt is a high-tech stock that tends to be bearish, but it has plummeted since March C3.ai (AI) is rebelling.
It was fallingAgricultural stocksFunds are being transferred, such as showing signs of an increase.
NASDAQStocks like...

The United States announced April 26, 2024 at 23:00University of Michigan Consumer Confidence IndexThe result is 79.4 compared to the previous time77.2It was.
United States announced on April 30, 2024Conference Board Consumer Confidence IndexIs the result97.0It has now been the fourth consecutive month of decline.
The rate at which prices are rising is slowingPrices are highIt has been maintained as is.
High prices are putting a burden on American consumers.
If you look at a company's financial resultsPEP(PepsiCo),SBUX(Starbucks),MCD(McDonald's),MDLZThere is a cause of concern that low-income people are reluctant to buy at (Mondelez) and restaurants and food companies representing the United States.
Of pricesAscending speedConsumption has declined and consumption has increased, but prices are still high, and US consumption will once again enter a period of decline.
This makes some stock prices sluggish.
In order to lower the CPI and slightly boost the unemployment rate,Interest rate cutsIt will be an ingredient.
It's easy if you buy more when stock prices have falleninterestsYou can take it.
actuallyInterest rate cutsIf it is carried out and even one material to recover consumption comes out, stock prices will begin to rise all at once.
Interest rate cutsEven if it is done, stock prices will rise if economic indicators continue to deteriorate...