Focus on U.S. Developments: Trump Tariffs, Next Treasury Secretary Nominee, and Market Adjustments
Tokyo Market Trend: Risk-off Movement The Tokyo market saw a decline in the Nikkei 225. President-elect Trump made a statement on social media announcing new tariffs: 10% on China, and 25% on Mexico and Canada, which prompted a stronger risk-off reaction. This led to a rise in the yen, though the U.S. dollar remained resilient. […]
Dollar Weakness Pauses, Searching for the Next Direction: Focus on EUR and GBP Selling
Dollar Weakness Pauses, Searching for the Next Direction: Focus on EUR and GBP Selling Tokyo Market Trends: Volatile Movement In the Tokyo market, the announcement that President-elect Trump nominated Janet Yellen for the next Treasury Secretary gained attention. She is considered relatively less aggressive on high tariff policies, which led to a retreat in concerns […]
Strong Dollar Trend Continues, Focus on EUR Selling: U.S. Initial Jobless Claims in Focus
Strong Dollar Trend Continues, Focus on EUR Selling: U.S. Initial Jobless Claims in Focus Market Conditions: The strong dollar trend continues, but the momentum has slowed in the past week, with the market showing signs of stagnation. The key theme of “Trump trade” remains unchanged, but with the upcoming Trump administration next year, the market […]
13th in November 2024, Today’s Options
Today’s Options EUR/USD (in EUR) 1.0580: €745 million 1.0600: €2.1 billion 1.0625: €889 million 1.0650: €1.4 billion 1.0700: €1.3 billion 1.0750: €959 million 1.0775: €525 million USD/JPY (in USD) 152.00: $708 million 153.00: $875 million 155.00: $926 million USD/CHF (in USD) 0.8650: $841 million 0.8700: $424 million EUR/GBP (in EUR) 0.8305: €830 million Options Likely […]
Dollar Strength Continues, Focus on U.S. Consumer Price Index (CPI) Tonight
Dollar Strength Continues, Focus on U.S. Consumer Price Index (CPI) Tonight The U.S. dollar remains on an upward trajectory. In October, the strong U.S. economic data and the anticipation of the U.S. presidential election fueled the “Trump trade,” and reports showed a tight race in support between Trump and Harris leading up to the November […]
Focus on the Sustainability of Trump Trade: U.S. Stock Indices Hit Record Highs
Focus on the Sustainability of Trump Trade: U.S. Stock Indices Hit Record Highs Yesterday, in the overseas markets at the start of the week, the “Trump trade” became even more active, with major U.S. stock indices such as the Dow Jones, S&P 500, and Nasdaq all hitting record highs. Bitcoin also reached a new all-time […]
Today’s Overseas Markets: No Major Events and U.S. Bond Market Closed
Today’s Overseas Markets: No Major Events and U.S. Bond Market Closed Today’s overseas markets will see a quieter atmosphere, with no significant economic data releases or major events scheduled in both the U.S. and Europe. In the U.S., the bond market is closed for Veterans Day, contributing to a generally calm market environment. Yen Depreciation […]
Trump Rally Pauses; Focus Shifts to Dollar-Buying Momentum: U.S. and U.K. Policy Rates Key
Trump Rally Pauses; Focus Shifts to Dollar-Buying Momentum: U.S. and U.K. Policy Rates Key The U.S. presidential election, concluded with Trump’s victory, sparked market enthusiasm, driving a “Trump trade” characterized by a strong dollar, rising stocks, and increasing U.S. bond yields. However, today saw a pullback in the dollar, suggesting a temporary pause in the […]
Trump Leads in U.S. Presidential Election, Dollar Rises but Caution Needed for Adjustment
Trump Leads in U.S. Presidential Election, Dollar Rises but Caution Needed for Adjustment Today’s market is dominated by the U.S. presidential election. As the vote count progresses, reports indicate that Donald Trump is currently leading, prompting a resurgence of the so-called “Trump Trade” and strengthening demand for the U.S. dollar. USD/JPY surged from the 151 […]
U.S. Presidential Election Takes Place Today, Market in Wait-and-See Mood
U.S. Presidential Election Takes Place Today, Market in Wait-and-See Mood Today, the U.S. presidential election is finally taking place. Whether it will be Kamala Harris or Donald Trump, the counting results are expected to be reported starting tomorrow morning Japan time, with the victories and losses of each state becoming clear throughout the morning and […]