U.S. financial turmoil has calmed down for the time being, and today we will announce U.S. PPI, retail sales, etc.
US and European stocks rallied yesterday in overseas markets. After a series of US bank failures, the stock of First Republic Bank, which had been the next concern, rebounded and finally bottomed out, giving the market a sense of security. In addition, although the US consumer price index was an event risk, the market […]
Will the US consumer price index be announced in a situation of risk alert, and will the market vector match?
Since the second half of last week, the market has been turbulent due to risk alertness. The bankruptcies of Silicon Valley Bank, Signature Bank, etc. All of them are banks with a fairly skewed customer base, but there seems to be a view that the rapid rise in US interest rates has caused adverse […]
There was a speech by Mr. Biden, but it ended easily without anything new. We expect the US dollar to continue to sell.
There was a speech by Mr. Biden, but it ended easily without anything new. We expect the US dollar to continue to sell.
Expectations for the US FOMC to remain unchanged in March surged to 40%
According to CME FedWatch, the 25bp rate hike factored into the US FOMC in February has dropped to around 60%, while the unchanged rate has risen sharply to around 40%. In the European/London market at the beginning of the week, the bankruptcy of US SVB has once again heightened anxiety in the market. Germany’s two-year […]
Ahead of tomorrow’s US consumer price index, US financial instability Pay attention to US bond trends
Last weekend, the shocking news of the bankruptcy of a US commercial bank flowed. (Silicon Valley Bank) and others were in financial trouble, and stock trading was suspended, effectively bankrupting them. Over the weekend, the US Federal Deposit Insurance Corporation (FDIC) announced that it would take a “method to fully protect all depositors,” and the […]
Passing Governor Kuroda’s decision-making meeting of the Bank of Japan, eyes on US employment statistics and trends in US stocks
The Bank of Japan decision meeting did not see any particularly new measures, and the continuation of the easing measures was confirmed. Some in the market were preparing for a surprise, such as an expansion of the YCC fluctuation range or abolishment, but they have failed. The dollar-yen pair surged from below the 135-yen […]
It is difficult to find a direction ahead of tomorrow’s Bank of Japan and US employment statistics events
“There are many events this week, but today is a day in between.” Yesterday and the day before yesterday, Fed Chairman Jerome Powell testified before Congress. Tomorrow is BOJ Governor Kuroda’s final monetary policy meeting and the release of the US employment report, one of the most closely watched indicators of the US economy. The […]
Fed Chairman Powell’s testimony reignites strong dollar Increased attention to US economic indicators
Yesterday’s congressional testimony by Fed Chairman Jerome Powell ignited the dollar’s appreciation again. Reacted to the suggestion that the pace of interest rate hikes could be accelerated. In the market, it was the timing before the release of the US employment statistics, and it seems that there were many voices assuming a well-balanced remark. In […]
Powell: Final interest rate levels likely to be higher than previously expected
Powell: Final interest rate levels likely to be higher than previously expected With this remark, the situation where USD buying is on fire. From here, I went to buy USDJPY earlier.
Waiting for Congressional testimony from US Fed Chair Powell, where will the market react?
Today and tomorrow, US Fed Chairman Jerome Powell will give his semi-annual testimony to Congress. Much attention is being paid to today’s Senate Banking Committee, which is to be held first. There are many points to check, such as perceptions of inflationary trends, thoughts on the extent of interest rate hikes, and prospects for terminal […]