As the market has already priced in a U.S. rate cut this month and there are few other major macro events in the near future, the next focus is whether there are further U.S. rate cuts for the rest of the year. Takuya Takahashi More Quotes by Takuya Takahashi More Quotes From Takuya Takahashi The market rallied today but the gain is not as big as that of Wall Street because investors are worried that a weaker dollar to the yen is going to cut back on Japanese exporters' profits. Takuya Takahashi company-news We saw some short-covering on value stocks the day before, but the market is still risk averse. Takuya Takahashi company-news The Fed's hawkish tone does not help the market, which is more worried about a global trade war, which would have a negative impact for a much longer term. Takuya Takahashi company-news There are major events to focus on now. The market is waiting for the Fed and ECB meetings to price in the results, there are still risks that the outcomes may not be something the market is expecting, but considering how much the Nikkei has regained momentum this week, it seems the market is fairly optimistic. Takuya Takahashi company-news North Korea's missile launch gave investors a reason to stay on the sidelines. Takuya Takahashi company-news ETF buying has a direct positive impact to the stock market, but its decision to hold off bond buying hit the dollar-yen. Since a stronger yen has a much bigger impact to the equities market (than ETF buying), it was not a satisfying outcome to stocks after all. Takuya Takahashi company-news Although the market is taking a break from a long rally amid a lack of fresh catalysts to buy, investors may chase the market higher depending on central bank events next week. Takuya Takahashi company-news Excessive fears for the global economy have receded. Takuya Takahashi company-news The magic of 'Abenomics' has faded as the weak yen trend and hopes for stronger corporate profits are gone. Takuya Takahashi company-news When I first saw that figure, I wondered if it was 138,000, and I later figured that I was adding an extra digit in my head. It was that shocking. Takuya Takahashi company-news If she hints at a possibility of an interest rates hike next month, if not this month, the dollar may not fall further, and the impact to the stock market can be limited. Takuya Takahashi company-news Investors are careful about taking positions as they expect that discussions will not be favourable for a weaker yen. Takuya Takahashi company-news The most uncertain market now is the foreign exchange market, and Japanese stocks will likely be swayed by it for a while. Takuya Takahashi company-news People who bought the yen and sold stocks last week seem to be unwinding their positions, the market will likely stay resilient this week as buying before the ex-dividend date should also help. Takuya Takahashi company-news The Japanese market has become numb to its own economy as there were scarier events in the past week in the global market, today is all about a technical rebound. Takuya Takahashi company-news We didn't get much clues on future U.S. rate hikes from the jobs report, so investors are having hard times deciding their positions, japanese companies' earnings reports are not helping sentiment, either, so the market may stay sluggish for a while. Takuya Takahashi company-news Investors have had a hard time assessing what the BOJ's announcement means for the Japanese economy. After all, the market cheered the BOJ's decision as a weak yen is positive for Japan Inc. Takuya Takahashi company-news Investors have had a hard time assessing what the BOJ's announcement means to the Japanese economy. After all, the market cheered the BOJ's decision as a weak yen is positive for Japan Inc. Takuya Takahashi company-news It soured investor sentiment and gave them a reason to take profits from gains posted in the past two days. Takuya Takahashi company-news Since the Japanese market saw a deep fall on Friday, the U.S. job data offered a quick chance to buy back. Takuya Takahashi company-news
