Matt Odessey
reacted to
✅ NY Consumer Inflation Expectations, Tuition and Gasoline 3.3% 🆙
Matt Investor/Official MC | Note
Twitter.com/mat...
✅ G7 Yellen points out exchange intervention ⇒ $USDJPY 156 yen 🆙 #TOPIX already behind the scenes and approved last month CPI 🆙 nail to the Kanda gun at the timing
✅ #CPI #PPI 0.186% from future average price item removed from coffee $SBUX -6% customer ⤵️
✅ US stock #楽天VTI #eMaxisSlim $VOO trading volume is scarce. Waiting for an event. $ARM AI products 10 trillion yen scale 2025
✅ #OPENAI GPT-40 high speed version, compatible with 50 countries $AAPL is an agreement of use.
✅ Jefferson hawk statement.
✅ Impression: Risk-off market. #PPI #CPIだね。 It can also move +/ -10% by branching the $NVDA option. $F $INCY $F $UAL $AAL $WBA $AAPL $NVDA $PFE $VRTX $NKE $TSLA $ABNB $UPS $PYPL $ON $INTC $HPE $EQIX $EL
Matt Investor/Official MC | Note
Twitter.com/mat...
✅ G7 Yellen points out exchange intervention ⇒ $USDJPY 156 yen 🆙 #TOPIX already behind the scenes and approved last month CPI 🆙 nail to the Kanda gun at the timing
✅ #CPI #PPI 0.186% from future average price item removed from coffee $SBUX -6% customer ⤵️
✅ US stock #楽天VTI #eMaxisSlim $VOO trading volume is scarce. Waiting for an event. $ARM AI products 10 trillion yen scale 2025
✅ #OPENAI GPT-40 high speed version, compatible with 50 countries $AAPL is an agreement of use.
✅ Jefferson hawk statement.
✅ Impression: Risk-off market. #PPI #CPIだね。 It can also move +/ -10% by branching the $NVDA option. $F $INCY $F $UAL $AAL $WBA $AAPL $NVDA $PFE $VRTX $NKE $TSLA $ABNB $UPS $PYPL $ON $INTC $HPE $EQIX $EL
Translated
+4
4
Matt Odessey
reacted to
15th (Wednesday) US CPI +0.3% #bloomberg, latest data forecast is +0.3 episode and a half.
☑ #為替ドットコム “FX etc. Victims 16,785” The amount of damage is increasing. Be careful of LINE guidance etc.
☑ $SPY 90% settlement cleared. What's left is $BABA $WMT $NU $HD $AMAT $SONY, $NVDA, etc.
☑ TOPIX 13th: = #ソニー、ニトリ、 #ENEOS、りそな、三井住友トラスト・ホールディング。 14th: Rakuten Group. 15th: Recruit, #三菱UFJ, #三井住友、 #みずほ、 #第一生命、 #日本郵政、 #ゆうちょ銀行、かんぽ
Impression: It's been a hectic week with CPI, sentiment indices, and FED member statements. In particular, did the $ARM stock price reaction from semiconductor $AMAT (#ソフトバンク as a bonus) and $NVIDA call options of 900 USD and 880 USD and reach 920? Or maybe it was a disappointing sale and positions were piled up for both 840 USD and Putt/Call ☺
#earningswhispers
☑ #為替ドットコム “FX etc. Victims 16,785” The amount of damage is increasing. Be careful of LINE guidance etc.
☑ $SPY 90% settlement cleared. What's left is $BABA $WMT $NU $HD $AMAT $SONY, $NVDA, etc.
☑ TOPIX 13th: = #ソニー、ニトリ、 #ENEOS、りそな、三井住友トラスト・ホールディング。 14th: Rakuten Group. 15th: Recruit, #三菱UFJ, #三井住友、 #みずほ、 #第一生命、 #日本郵政、 #ゆうちょ銀行、かんぽ
Impression: It's been a hectic week with CPI, sentiment indices, and FED member statements. In particular, did the $ARM stock price reaction from semiconductor $AMAT (#ソフトバンク as a bonus) and $NVIDA call options of 900 USD and 880 USD and reach 920? Or maybe it was a disappointing sale and positions were piled up for both 840 USD and Putt/Call ☺
#earningswhispers
Translated
+1
4
Matt Odessey
reacted to
The SQ & Michigan Index financial results #東京エレクトロン #三菱地所 VI are also fluctuating due to individual materials due to lower VIX.
Matt Investor/Official MC | Note
🇺🇸 An easy-to-understand response of falling interest rates → stock appreciation due to a decline in the number of new unemployment insurance claims, expectations for FED interest rate cuts, and strong 30-year bond bidding.
The commercial real estate crisis is over... huh? Powell takes off on a pigeon
Is the reason why NY and Illinois bus drivers are seasonal due to school holidays
✅ $ARM failed to meet expectations that were too high for next fiscal year guidance -6% (-10% immediately after settlement)
✅ Meanwhile #川崎重工 #三菱重工 #omron #ディスコ #IHI #MSAD #東京海上 #オリックス 🆙
✅ Bank of Japan GPIF ETF sale suggestion begins discussion on yen depreciation
Impression: The stock price is a small indicator. It's a rise-off market, aren't both Japan and the US strong at non-bang #C #GS #MS #三菱UFJ
$MS $HD $BX $EQIX $CEG $VST $BKNG $SBUX $DASH $BKR $ADSK $LULU $COST $GEHC $AMGN $MST $BIIB $EXC $...
Matt Investor/Official MC | Note
🇺🇸 An easy-to-understand response of falling interest rates → stock appreciation due to a decline in the number of new unemployment insurance claims, expectations for FED interest rate cuts, and strong 30-year bond bidding.
The commercial real estate crisis is over... huh? Powell takes off on a pigeon
Is the reason why NY and Illinois bus drivers are seasonal due to school holidays
✅ $ARM failed to meet expectations that were too high for next fiscal year guidance -6% (-10% immediately after settlement)
✅ Meanwhile #川崎重工 #三菱重工 #omron #ディスコ #IHI #MSAD #東京海上 #オリックス 🆙
✅ Bank of Japan GPIF ETF sale suggestion begins discussion on yen depreciation
Impression: The stock price is a small indicator. It's a rise-off market, aren't both Japan and the US strong at non-bang #C #GS #MS #三菱UFJ
$MS $HD $BX $EQIX $CEG $VST $BKNG $SBUX $DASH $BKR $ADSK $LULU $COST $GEHC $AMGN $MST $BIIB $EXC $...
Translated
+2
5
Matt Odessey
reacted to
note.com/matt2c...
Twitter/hom...
☑ Boston Fed's mottled pattern requires patience
☑ Cook Director Auto, Credit Card Delinquency Cases Increase
☑ Bank of Japan Governor Ueda withdraws foreword “$USDJPY easily affects prices”
☑ Poor bidding for 10-year US bonds, yield going back and forth
☑ $AFRM Strong deferred payments, increased spending on fuel, food, etc., in other words, debt. $SHOP settlement mistake ⤵ $ARM settlement clear 🆙 also plummeted after stock prices ⤵
☑ $INTC $QCOM China locked out. US manufacturing capacity is 10% to 30%. Without the CHPS+ bill, it would drop to 8%.
☑ $AAPL China sales price cut +12% 🆙 designer Johnny Ive also retired, 3 people left.
☑ #WTI Crude oil price increase
Twitter/hom...
☑ Boston Fed's mottled pattern requires patience
☑ Cook Director Auto, Credit Card Delinquency Cases Increase
☑ Bank of Japan Governor Ueda withdraws foreword “$USDJPY easily affects prices”
☑ Poor bidding for 10-year US bonds, yield going back and forth
☑ $AFRM Strong deferred payments, increased spending on fuel, food, etc., in other words, debt. $SHOP settlement mistake ⤵ $ARM settlement clear 🆙 also plummeted after stock prices ⤵
☑ $INTC $QCOM China locked out. US manufacturing capacity is 10% to 30%. Without the CHPS+ bill, it would drop to 8%.
☑ $AAPL China sales price cut +12% 🆙 designer Johnny Ive also retired, 3 people left.
☑ #WTI Crude oil price increase
Translated
+7
4
Matt Odessey
reacted to
The Golden Week exchange intervention has completely blown away, and this week there is a flower garden mood waiting for interest rate cut statements from the FED.
Twitter.com/mat...
Higher employment costs and higher interest rates will result in lower US 2-year Treasury bond yields if the US bond purchase program progresses $BTC/USD(BTCUSD.CC$ $Invesco QQQ Trust(QQQ.US$ $NVIDIA(NVDA.US$ The short-term line of risk-on products is a day of walking aimlessly.
The $AMZN business model is excellent, $AAPL SE/WWDC is expected to buy $AMD, and $SOXL is a power semiconductor $QCOM option successfully recovered.
*FOMC Member Birkin (Mon) 12:50pm
*FOMC Member, Williams (Monday, 1:00 PM)
*FOMC Member Kashkari (Tuesday, 11:30 a.m.)
*Federal Reserve Vice Chairman Jefferson (Wednesday 11:00 a.m.)
*Cook FOMC Committee (Wednesday 1:30 p.m.)
*FOMC Member Bowman (Friday 9:00 a.m.)
*FOMC member Glosby (Friday afternoon...
Twitter.com/mat...
Higher employment costs and higher interest rates will result in lower US 2-year Treasury bond yields if the US bond purchase program progresses $BTC/USD(BTCUSD.CC$ $Invesco QQQ Trust(QQQ.US$ $NVIDIA(NVDA.US$ The short-term line of risk-on products is a day of walking aimlessly.
The $AMZN business model is excellent, $AAPL SE/WWDC is expected to buy $AMD, and $SOXL is a power semiconductor $QCOM option successfully recovered.
*FOMC Member Birkin (Mon) 12:50pm
*FOMC Member, Williams (Monday, 1:00 PM)
*FOMC Member Kashkari (Tuesday, 11:30 a.m.)
*Federal Reserve Vice Chairman Jefferson (Wednesday 11:00 a.m.)
*Cook FOMC Committee (Wednesday 1:30 p.m.)
*FOMC Member Bowman (Friday 9:00 a.m.)
*FOMC member Glosby (Friday afternoon...
Translated
4
Matt Odessey
reacted to
Cook, Fed Vice Chairman Jefferson's Remarks (Right to Vote○)
note.com/matt2c...
Twitter.com/mat...
Buffett Cash 30 trillion yen Japanese stocks and Indian stocks are amazing. China is out of question. Will I retire within 4 years
S&P 500 financial results Rakuten VTI eMaxisSlim 12 months ahead P/E $254 going well
$NVDA recovering $ARM bottoming out $RUL Strong inflow of domestic investment trusts High level Airbnb $ABNB Cheesecake Factory $CAKE Celanese $CE Fidelity National $FNF News Corp $NWSA Uber $UBER
note.com/matt2c...
Twitter.com/mat...
Buffett Cash 30 trillion yen Japanese stocks and Indian stocks are amazing. China is out of question. Will I retire within 4 years
S&P 500 financial results Rakuten VTI eMaxisSlim 12 months ahead P/E $254 going well
$NVDA recovering $ARM bottoming out $RUL Strong inflow of domestic investment trusts High level Airbnb $ABNB Cheesecake Factory $CAKE Celanese $CE Fidelity National $FNF News Corp $NWSA Uber $UBER
Translated
+5
4
Matt Odessey
voted
Hello Mooers! ![]()
Did you know that Berkshire Hathaway's top six holdings ( $Apple(AAPL.US$ , $Bank of America(BAC.US$ , $American Express(AXP.US$ , $Coca-Cola(KO.US$ , $Chevron(CVX.US$ and $Occidental Petroleum(OXY.US$ ) accounted for over![]()
80% of its total portfolio? Also, these are dividend stocks that pay dividends every quarter ![]()
, and Mooers would have received USD 1,276 in 2023 if Mooers had purchased 100 shares in each of the six stocks!
Besides th...
Did you know that Berkshire Hathaway's top six holdings ( $Apple(AAPL.US$ , $Bank of America(BAC.US$ , $American Express(AXP.US$ , $Coca-Cola(KO.US$ , $Chevron(CVX.US$ and $Occidental Petroleum(OXY.US$ ) accounted for over
Besides th...
19
38
Matt Odessey
reacted to
Matt Investor/Official MC | Note
The US Consumer Confidence Index fell to 97.0, the level it has been since July 2022
Nikkei gain/fall ratio overheated 195.66 overheated
Hitachi 1:5 split reduction
$AMZN Clear financial results, $SMCI
$AMD$QCOM Settlement
Semiconductor town #ソシオ#TEL#レーザーテック
#DiSCO Growth 250 trading price 100 billion yen less
$USDJPY Did they laugh at the intervention and drop to 170 yen? $BTCUSD#ビットコインIt won't stop
The US Consumer Confidence Index fell to 97.0, the level it has been since July 2022
Nikkei gain/fall ratio overheated 195.66 overheated
Hitachi 1:5 split reduction
$AMZN Clear financial results, $SMCI
$AMD$QCOM Settlement
Semiconductor town #ソシオ#TEL#レーザーテック
#DiSCO Growth 250 trading price 100 billion yen less
$USDJPY Did they laugh at the intervention and drop to 170 yen? $BTCUSD#ビットコインIt won't stop
Translated
+1
4
Matt Odessey
voted
Good morning to all Moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 37,300 yen - 37,900 yen (25th closing price 37,628 yen 48 sen)
● US GDP decelerates sharply in January-March, inflation accelerates - expectations for a soft landing are different
● Sales exceed expectations due to strong Alphabet and Cloud sales - dividends announced
● Microsoft's sales and profits exceed expectations - AI demand is a tailwind
● Intel's April-June forecast falls below market expectations - stock prices fall outside of hours
● [Bank of Japan Decision Meeting Preview] Will monetary easing come to an end due to the depreciation of the yen for the first time in 34 years? Pay attention to whether policy interest rates induce interest rate increases even if left unchanged
— MooMoo News Kathy
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average continued to drop drastically to 38,085 dollars 80 cents, which is 375 dollars 12 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 100.989 points to 15,611.760. Amid strong and weak views in the Tokyo stock market on the 26th, the Nikkei Stock Average is expected to intersect with buying and selling in the latter half of the 37,000 yen range...
● [Tokyo Stock Exchange Rate Forecast Range] 37,300 yen - 37,900 yen (25th closing price 37,628 yen 48 sen)
● US GDP decelerates sharply in January-March, inflation accelerates - expectations for a soft landing are different
● Sales exceed expectations due to strong Alphabet and Cloud sales - dividends announced
● Microsoft's sales and profits exceed expectations - AI demand is a tailwind
● Intel's April-June forecast falls below market expectations - stock prices fall outside of hours
● [Bank of Japan Decision Meeting Preview] Will monetary easing come to an end due to the depreciation of the yen for the first time in 34 years? Pay attention to whether policy interest rates induce interest rate increases even if left unchanged
— MooMoo News Kathy
Market Overview
In the US stock market on the 25th, the NY Dow Jones Industrial Average continued to drop drastically to 38,085 dollars 80 cents, which is 375 dollars 12 cents lower than the previous business day. The Nasdaq Composite Stock Price Index fell 100.989 points to 15,611.760. Amid strong and weak views in the Tokyo stock market on the 26th, the Nikkei Stock Average is expected to intersect with buying and selling in the latter half of the 37,000 yen range...
Translated
![[Morning Report] Sales of Alphabet and Microsoft, the April-June forecast for Intel, which exceeds expectations, is lower than market expectations](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240426/36d9698b097703269444b36e41169857.png/thumb?area=105&is_public=true)
![[Morning Report] Sales of Alphabet and Microsoft, the April-June forecast for Intel, which exceeds expectations, is lower than market expectations](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240426/20335e4917e25804bc6927dffeaf516b.png/thumb?area=105&is_public=true)
![[Morning Report] Sales of Alphabet and Microsoft, the April-June forecast for Intel, which exceeds expectations, is lower than market expectations](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240426/1714087109000-4d33f0ae4d.png/thumb?area=105&is_public=true)
24
Matt Odessey
voted
Good morning to all moomoo users!![]()
Here's an overview of this morning's turnaround. Thank you in advance.![]()
Market Overview
Today's Nikkei Stock Average began at 3865.91 yen, 394.17 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 18.47 points at 2692.26.
Top news
The dollar-yen exchange rate broke through 155 yen, domestic sales behind continued depreciation even with exchange intervention warnings - Nihon Keizai Shimbun
The yen exchange rate fell to the low of 1 dollar = 155 yen for the first time in 34 years on the 24th. Although caution against yen buying intervention by the government and the Bank of Japan is increasing, the depreciation of the yen gradually progresses. This is because domestic importers and institutional investors have large dollar procurement needs, and orders to buy dollars by selling yen intermittently come out.
Bank of Japan Meeting Highlights: New Price Outlook, Governor's Meeting, and Presence or Absence of a Weakening Yen System
At the monetary policy meeting where the Bank of Japan will announce the results on the 26th, it is expected that the current state of monetary policy will be maintained. While there is awareness of inflationary pressure, including the effects of the depreciation of the yen, which is at a level of 34 years, additional interest rate hikes and the country from the new economy/price outlook and President Ueda Kazuo's press conference...
Market Overview
Today's Nikkei Stock Average began at 3865.91 yen, 394.17 yen lower than the previous business day, and the Tokyo Stock Price Index (TOPIX) fell 18.47 points at 2692.26.
Top news
The dollar-yen exchange rate broke through 155 yen, domestic sales behind continued depreciation even with exchange intervention warnings - Nihon Keizai Shimbun
The yen exchange rate fell to the low of 1 dollar = 155 yen for the first time in 34 years on the 24th. Although caution against yen buying intervention by the government and the Bank of Japan is increasing, the depreciation of the yen gradually progresses. This is because domestic importers and institutional investors have large dollar procurement needs, and orders to buy dollars by selling yen intermittently come out.
Bank of Japan Meeting Highlights: New Price Outlook, Governor's Meeting, and Presence or Absence of a Weakening Yen System
At the monetary policy meeting where the Bank of Japan will announce the results on the 26th, it is expected that the current state of monetary policy will be maintained. While there is awareness of inflationary pressure, including the effects of the depreciation of the yen, which is at a level of 34 years, additional interest rate hikes and the country from the new economy/price outlook and President Ueda Kazuo's press conference...
Translated
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