Today is the announcement of the US GDP preliminary figures, attention is paid to the growth rate and price-related indicators
Preliminary US GDP figures for the fourth quarter of last year will be announced today. It is attracting attention as a figure that indicates the trend of the US economy at the end of last year. The market is forecasting an annual growth rate of +2.6% compared to the previous quarter, which is expected […]
CAD and USD are selling strongly after the Bank of Canada hikes the rate to 0.25%.
CAD and USD are selling strongly after the Bank of Canada hikes the rate to 0.25%. Currently, we are responding to this flow of USD selling only by buying GOLD.
With the US interest rate hike of 25bp factored in in February, the focus will be on comparison with interest rate hike trends in other countries.
The market has almost completely factored in the rate hike of 25 basis points at the February US FOMC meeting. The lack of volatility in the market appears to have contributed to the stabilization of risk dynamics. In the foreign exchange market, the flow of risk appetite, such as the depreciation of the yen and […]
Preliminary US Manufacturing PMI for January: 46.8 (Forecast: 46.0, December: 46.2)
Economic Indicators Preliminary US Manufacturing PMI for January: 46.8 (Forecast: 46.0, December: 46.2) Preliminary US Services PMI for January: 46.6 (Forecast: 45.0, December: 44.7) Preliminary US Composite PMI for January: 46.6 (Forecast: 47.0, December: 45.0) Good PMI to USD buying prevails. US stocks S&P 500 long is stopped out. I missed the flow of USD […]
US manufacturing PMI, service PMI, and composite PMI
After this, we assume that the USD will move after the US manufacturing PMI, service PMI, and composite PMI , so I would like to follow the flow after that.
With the risk trend stabilizing, the dollar/yen remains in the 130 yen range, but there is deep-rooted selling pressure in the overall dollar market.
The US stock market is trending steadily. With Fed officials in a blackout period ahead of the US FOMC meeting in February, the market has already formed a consensus for a 25 basis point hike. The U.S. stock market is doing well. Although financial institutions were somewhat sluggish in the financial results of US companies, […]
Will the impact of the decline in yen bond yields continue?
The dollar/yen exchange rate strengthened in the afternoon of the Tokyo market, and recovered to the 130 yen level in the early morning of London. The 5-year fund-supplying operation against common collateral of 1 trillion yen was announced, and 3.1 trillion yen was bid. . After last week’s Bank of Japan meeting, upward pressure on […]
dollar index raised its level and temporarily rose to around 102.419 on the 102.4 level.
As US bond yields rose in London, the dollar index raised its level and temporarily rose to around 102.419 on the 102.4 level. While watching the movement of US Treasury yields, if it seems to stop rising, we would like to start selling the USD.
Yesterday’s decline in US stocks focused on the weakness of the US index, and did the focus shift to trends in the real economy?
Yesterday, the dollar-yen and cross-yen fell while US stocks fell sharply. It was in the form of so-called risk aversion yen buying. The trigger was the weakness in a range of indicators, including the US Producer Price Index, US retail sales and US industrial production. The pattern so far has been a buying reaction […]
The dollar has fallen further, and the US PPI and retail sales have fallen below expectations
Both the US Producer Price Index (PPI) and US retail sales fell short of expectations. The 10-year US Treasury yield fell further to around 3.42%. Reactions to dollar selling are spreading. The dollar/yen fell to around 128.15 at one point and was pushed back to near the previous day’s close. The euro dollar rose […]