Investors are their biggest underweight to U.S. stocks since 2005, according to a Bank of America (BofA) survey of fund managers. Investors are looking for cheaper regional stocks as market sentiment improves, he said. Respondents in the January survey were “significantly less bearish” than they were in the fourth quarter of last year, with a … Read more
Indexes of global stocks stalled on the 16th. Investors questioned whether the year-to-date rally was overdone by the outlook for inflation, economic growth and corporate earnings. European stocks rose. The MSCI/ACWI index posted its biggest gains since it began calculating in 1988 in the first two weeks of the year, but was little changed on … Read more
Prime Minister Fumio Kishida, who is visiting the United States, said at a press conference on the 14th (15th Japan time) that he would like to consider the handling of semiconductors responsibly when asked about export restrictions on semiconductors to China. As for the specific response, he said, “I will refrain from saying anything definitively … Read more
The crypto asset (virtual currency) Bitcoin rose for 11 consecutive days on the 14th, temporarily surpassing $21,000. Expectations that bitcoin has reached a bottom and that inflation has peaked have spread. Bitcoin temporarily rose 7.5% to $21,299. Bitcoin last surpassed $20,000 on November 8th. Ether also rose 9.7% at one point. Cardano and Dogecoin also … Read more
![[U.S. market]Stocks continue to rise, S&P 500 approaches 4000-yen rises to 127 – Bloomberg](https://i0.wp.com/assets.bwbx.io/images/users/iqjWHBFdfxIU/i1eRAKfmnR8o/v1/1200x800.jpg?fit=%2C&ssl=1 "[U.S. market]Stocks continue to rise, S&P 500 approaches 4000-yen rises to 127 – Bloomberg")
The US stock market continued to rise on the 13th. All major stock indexes closed at their highest levels in about a month. Falling inflation expectations helped. Bank stocks were temporarily sold off as major banks announced worrying forecasts in their financial results announcements, but have recovered. stock closing price Compared to the previous business … Read more
In the United States, short-term inflation expectations fell in January to their lowest level in almost two years. A University of Michigan Consumer Confidence Survey revealed that consumer sentiment has risen more than expected. Key Point One-year inflation expectations drop to 4%, lowest level since April 2021 Economists expected 4.3% 4.4% in the previous month … Read more
Goldman Sachs Group Inc.’s newly formed Platform Solutions division, which wrapped up its consumer businesses, posted a pre-tax loss of more than $1.2 billion in the first nine months of 2022. The company had once had ambitions to move into the consumer market, but its ambitions faded, dismantling its consumer-facing divisions and consolidating the remaining … Read more
In the foreign exchange market next week, with the Bank of Japan’s monetary policy meeting to be held on the 17th and 18th ahead, persistent speculation of policy revisions is likely to put pressure on the yen.In some cases, the Yield Curve Control (YCC) policy continued from December last year.ReviewThere is also a view that … Read more
![[U.S. market conditions]Stocks continue to rise, CPI slows down, interest rate hike speculation recedes-yen temporarily above 128 – Bloomberg](https://i0.wp.com/assets.bwbx.io/images/users/iqjWHBFdfxIU/i39Ga5sYiIM4/v1/1200x800.jpg?fit=%2C&ssl=1 "[U.S. market conditions]Stocks continue to rise, CPI slows down, interest rate hike speculation recedes-yen temporarily above 128 – Bloomberg")
The US stock market continued to rise on the 12th. A further slowdown in the U.S. consumer price index (CPI) in December spurred speculation that the Fed could slow the pace of rate hikes to avoid a deep economic downturn. US Treasury yields fell. stock closing price Compared to the previous business day Rate of … Read more
China has not released daily data on new coronavirus infections for the past three days, raising global fears that information gaps are masking the true impact of the epidemic. . The last time China released daily data on the epidemic, including the number of infected people, the number of severe cases and the number of … Read more