Benefiting from the optimism about the future of artificial intelligence and the anticipation of the Federal Reserve's interest rate cuts, U.S. stocks had a commendable first-quarter performance. The$NYダウ(.DJI.US)$is close to the 40,000-point milestone, and the$S&P 500 Index(.SPX.US)$has reached new highs 22 times. In Japan, the$TOPIX(.TOPIX.JP)$index has risen sharply by 16.2% year-to-...
$ウルトラ30年米国債(2406)(UBmain.US)$ Liquidity is What Moves Markets Investors worldwide pay very close attention to the Fed whenever they speak. They are searching for any inkling of a clue into future policy decisions. Ultimately, they are looking for the one thing that moves markets, and that would be liquidity. Will they decrease interest rates? Will they add assets to their balance sheet? Will the Federal Reserve pump liquidity into the ...
MonkeyGeeSpyderCallスレ主:
This time, I will have my $1 ready to buy the Lehman brother building. It's so disgusting that you can't find that information online anymore. That was a total scam.
Last week saw the Reserve Bank of Australia keep cash rates on hold at 4.35% after the October monthly inflation print was 4.9%, down from the September number of 5.60%. There is no RBA meeting in January so the RBA will have until early February to assess the economic conditions over the Australian Christmas and New Year holiday season. This was an overall positive for Australian equity markets with a number of analysts suggesting that ...
The global stock market around the AI investment frenzy is intensifying, and the Japanese stock market, also known as the "red hot chicken", is not shy, and AI-related Japanese technology stocks are rising fiercely. Since this year, Japan's benchmark stock index - the TSE$TOPIX(.TOPIX.JP)$can be said to lead the rise of the Asia-Pacific, and even the global stock market, a small Japanese c...
☑ #為替ドットコム 「FX等被害者 16,785人」被害額増加中. LINE誘導などご注意
☑ $SPY 90% 決算クリア。残るは $BABA $WMT $NU $HD $AMAT $SONY や $NVDA など。
☑ TOPIX 13日：= #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。14日：楽天グループ. 15日：リクルート、#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
所感：CPIやセンチメント指数、FEDメンバー発言でバタバタの週ですね。 特に半導体 $AMAT からの $ARM 株価反応（おまけで #ソフトバンク ) と $NVIDA callオプションの 900USD と 880USD をこなして 920まで到達か？それとも失望売りで 840USDか Putt/Callともにポジションが積みあがってきたねぇ☺
#earningswhispers
@Matt_standbyme
$NVDA $INTC $TSLA 売り, $META 買い $MU 相場続く。ISMサービス弱含み「利下げ3回」促すか？雇用統計次第。株高にブレーキ環境に逆張り個人投資家の買い向かいの相場。
トランプ銘柄 $フォード モーター(F.US)$ 売上好調
住宅購入の敷居はようやく下がるか？購入意欲指数がボトムから反転する兆し。米国債利回り次第。
日本株、日経上昇銘柄、半導体、国策重工、消費財、地銀、商社
日経上昇銘柄、半導体、国策重工、消費財、地銀、商社
Liquidity is What Moves Markets
Investors worldwide pay very close attention to the Fed whenever they speak. They are searching for any inkling of a clue into future policy decisions. Ultimately, they are looking for the one thing that moves markets, and that would be liquidity.
Will they decrease interest rates? Will they add assets to their balance sheet? Will the Federal Reserve pump liquidity into the ...
facebook.com/sh...
There is no RBA meeting in January so the RBA will have until early February to assess the economic conditions over the Australian Christmas and New Year holiday season. This was an overall positive for Australian equity markets with a number of analysts suggesting that ...
注目 権利確定日 まえの大型TOPIX売り（保険、リース）とスーパージャパンウィーク買い。
$米国債10年(US10Y.BD)$
政府閉鎖
・10月7日 駆け引き 700万人食糧支援 、CPI統計なし
政府閉鎖、米信用格付けに「ネガティブ」に反映へ－ムーディーズ
JOLTS⇩ $USD/JPY(USDJPY.FX)$#ドル円 利上げ停止観測で急伸
TOPIX/JPX400 入れ替え
新規採用候補には三菱自<7211.T>、近鉄ＧＨＤ<9041.T>、キヤノン<7751.T>、神戸鋼<5406.T>、アシックス<7936.T>など、除外候補にはＶＴＨＤ<7593.T>、伊藤忠エネクス<8133.T>、ソフトバンクＧ<9984.T>、マネックスＧ<8698.T>、ジャフコＧ<8595.T>
#PMI 低下、雇用低下 #ADP #雇用統計 次第ではパウエル議長のFOMC9月発言変わる可能性
逆イールド発生後の $SPDR S&P 500 ETF(SPY.US)$ の統計結果⇩
199日でボルカー時代、フィナンシャル・クライシスと匹敵。さぁどうしますか？
[きほんVol.36] 逆イールド リセッション後の株価｜Matt 投資家/公式MC
#BTC $BTC あげあげ
注目決算週: $CRM $AVGO $NIO $HP $OKTA ...
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