🗞️ Crisis Risk Persists — Stocks Plunge, Dollar Buying Continues but FX Turns Nervous

🗞️ Crisis Risk Persists — Stocks Plunge, Dollar Buying Continues but FX Turns Nervous 🌍 Market Theme “Risk Aversion” and “Renewed Inflation Concerns” In the Middle East, exchanges of attacks between the U.S., Israel, and Iran continue.President Donald Trump warned that the war could potentially “last forever,” raising fears that the conflict may become prolonged. […]

🗞️ Prolonged Middle East War Risk — Dollar Strong, FX Relatively Calm

🗞️ Prolonged Middle East War Risk — Dollar Strong, FX Relatively Calm 🌍 Expanding Frontlines, Rising Long-Term Risk The U.S. and Israel have signaled the possibility of further large-scale attacks on Iran.What was initially framed as a conflict that could conclude within “4–5 weeks” has shifted toward a stance that does not rule out a […]

🗞️ In the Midst of a Middle East Crisis — The Theme Is “Uncertainty”

🗞️ In the Midst of a Middle East Crisis — The Theme Is “Uncertainty” 🌍 Geopolitical Risk Moves to the Forefront Over the weekend,the Trump administration, in coordination with Israel, reportedly struck Iran’s political leadership. It has been reported that Supreme Leader Ayatollah Khamenei was killed. Iran has since launched retaliatory attacks.Both sides remain hardline,and […]

🗞️ Broader Market Consolidation — Geopolitics, AI Stock Weakness, and UK Political Uncertainty

🗞️ Broader Market Consolidation — Geopolitics, AI Stock Weakness, and UK Political Uncertainty 🎯 Overview Overseas markets may see broader consolidation ahead. Investor sentiment is being weighed down by: 🌍 Geopolitical risks 🤖 Weakness in AI-related stocks 🇬🇧 Political uncertainty in the UK Multiple risk factors are unfolding simultaneously, creating a nervous market tone. 🌍 […]

🗞️ Yen Strength Dominates on BOJ Headlines — U.S. Jobless Claims in Focus

🗞️ Yen Strength Dominates on BOJ Headlines — U.S. Jobless Claims in Focus 🎯 Today’s Theme After yesterday’s broad yen weakness,Tokyo markets reversed course with yen strength taking the lead. 🇯🇵 Drivers Behind Yen Strength ① BOJ Governor Kazuo Ueda Kazuo Ueda Signaled openness toward earlier rate hikes. ② BOJ Board Member Hajime Takata (hawkish) […]

🗞️ USD and JPY Both Weaken — Will the Trend Continue Overseas?

🗞️ USD and JPY Both Weaken — Will the Trend Continue Overseas? 🎯 Today’s Theme Tokyo saw a mixed market: USD weakness and JPY weakness happening simultaneously.The key question now is whether this pattern continues in London and New York. 🇺🇸 Why the Dollar Weakened ① Trump’s State of the Union Address No new aggressive […]

🗞️ Direction Unclear Amid Trump Tariff Turmoil — Can the Dollar Rally Resume?

🗞️ Direction Unclear Amid Trump Tariff Turmoil — Can the Dollar Rally Resume? 🎯 Today’s Theme Tariffs and geopolitical risks are colliding.The key question: Can the dollar uptrend resume? Following last week’s U.S. Supreme Court ruling that Trump’s “reciprocal tariffs” were unlawful, markets initially tilted toward dollar selling. However, President Donald Trump then invoked an […]

🗞️ Dollar Selling Dominates as Trump Tariff Uncertainty Weighs on Markets

🗞️ Dollar Selling Dominates as Trump Tariff Uncertainty Weighs on Markets 🎯 Today’s Focus Uncertainty surrounding new Trump-era tariffs is driving broad dollar selling, with markets on alert for further headlines. At the start of the week in Asia, the dollar weakened sharply.The catalyst: a rapid policy escalation following a U.S. Supreme Court ruling. 🇺🇸 […]