Sentiment for Japanese stocks has been positive, and the 20,000-m... by Isao Kubo

Sentiment for Japanese stocks has been positive, and the 20,000-mark is in sight in the short-term.

Isao Kubo

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The market has almost priced in expectations that the Fed will cut rates. On a trade front, we still don't know the outcome for the U.S.-Mexican tariff deal, but positive reports support the mood.

The market's attention is on these events so they will likely refrain from taking large positions now, investors also want more clues about global economies because while the U.S. economy appears to be solid, other economies may not be.

There are fears about the end of lose monetary policy in the glob... by Isao Kubo

There are fears about the end of lose monetary policy in the global market.

We are very, very cautious, when U.S. shares were rising, we thought risk sentiment seemed to have settled but we are bracing for deeper uncertainty now.

Those who had sold on fears of Brexit seem to have adjusted their positions to neutral, most people at this point expect a rise in the market.

The weak-yen trend has paused, so investors are reluctant to chas... by Isao Kubo

The weak-yen trend has paused, so investors are reluctant to chase the market higher for now.

Although investors remain cautious, they think Japanese stocks will eventually catch up with the strength in overseas stocks such as U.S. shares.

It is very unlikely that the Japanese market will start rebounding alone. We will have to rely on what global stocks will do after Yellen's speech tonight.

Investors do not want to take large positions now. We may not see major activities until we get some indications from central bank meetings.

It was a relief to see that the China's PMI was within market con... by Isao Kubo

It was a relief to see that the China's PMI was within market consensus.

Most people think the worst is over. by Isao Kubo

Most people think the worst is over.

Most people think the worst is over, still, the Nikkei's downside is expected around 19,000 if anything happens in China, but I don't think we'll see a further slide below that level for the time being.

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