The market panicked at first (about Brexit), but it doesn't look like it is spreading into a financial crisis or something serious at least at this moment. Hikaru Sato More Quotes by Hikaru Sato More Quotes From Hikaru Sato Profit-taking makes sense now as ongoing U.S.-China trade talks, major concerns for the market, have provided no signs of exit plan while the market had risen smoothly for the past two months. Hikaru Sato company-news The market became a bit nervous on why the summit was cut short, so investors decided to take a wait-and-see stance. Hikaru Sato company-news Today's market rally is straightforward as investors take heart from hopes of a trade talk resolution. But a strong yen is limiting the Nikkei's upside. Hikaru Sato company-news The outcome was in line with what the market had expected. Few people expected that there would be details on denuclearization from this summit. Hikaru Sato company-news Investors are looking out for hints on whether the Fed wants to raise rates further this year. If that's the case, U.S. stocks will likely weaken, which would pressure Japanese stocks. Hikaru Sato company-news Trump's move had been expected so markets in Japan are not reacting to it. That said, investors are remaining cautious as they try to get more clues on trade matters next week. Hikaru Sato company-news It's a straightforward market today. There is demand in cyclical stocks such as automakers and tech stocks taking cues from U.S. shares. Hikaru Sato company-news The best-case scenario for the market is that the BOJ decides to increase government debt purchases without cutting interest rates further into negative territory, but the BOJ can't save face if it does not cut rates into negative territory after it introduced the negative interest rate policy (in January), so we need to brace for such possibility, too. Hikaru Sato company-news The best-case scenario for the market is that the BOJ decides to increase government debt purchases without cutting interest rates further into negative territory, but the BOJ can't save its face if it does not cut rates into negative territory after it introduced the negative interest rate policy (in January), so we need to brace for such possibility, too. Hikaru Sato company-news What the market wants now is both fiscal and monetary policy and such expectations are getting higher. Hikaru Sato company-news Abe's victory boosted confidence in investor sentiment, and winning a two-thirds majority sends foreign investors a message that Abe's policies will progress. Hikaru Sato company-news Though the Nikkei has recovered a bit since the bottom hit on Brexit, market sentiment is still sour. Hikaru Sato company-news Not that we get real damage now, so people are buying back. Hikaru Sato company-news At first, investors sold stocks after they reacted to the rising yen. But BOJ Governor Haruhiko Kuroda's comments at his post-meeting news conference somewhat soothed investor sentiment. Hikaru Sato company-news The market is easily swayed by conflicting headlines on tax hike and fiscal measures. Hikaru Sato company-news The yen's weakness is lifting investor appetite. Hikaru Sato company-news The bad news seems to have been priced in for now. Hikaru Sato company-news Most people will likely stay on the sidelines before they take positions, and the jobs data is carefully monitored because it could move the currency market. Hikaru Sato company-news The BOJ has a track record of surprising the market so we are cautious. Hikaru Sato company-news The market seems to be taking the same recovery path as last year, when the market hit a low last summer after China devalued the yuan and recovered in the fall, continuous recovery may depend on central bank policies but some investors are showing optimism. Hikaru Sato company-news