Weekly Review

先週の米国相場は、ハイテク株、不動産株を中心に株価が下落し、株式指数も全体的に低下しました。VIXは引き続き下落しています。5月以降に非常に強い上昇を続けてきた半導体、ソフトウェアなどのハイテク銘柄が一旦調整局面となっている一方で、ヘルスケ...

In the U.S. market last week, equity indices rose across the board as CPI confirmed that inflation was trending lower without major surprises from prior expectations and the FOMC did not raise interest rates as previously expected by the market. Commodity prices, including natural gas, copper, and wheat, also rose...

Last week in the U.S. market, the VIX continued to fall and the stocks rising are spreading out from AI and semiconductor related stocks. Last week was particularly strong for automakers. Along with the decline in the dollar index, prices of gold, copper, and other metal materials are turning from short-term declines to rallies....

先週の米国相場は、VIXが大きく下落し、すべての株価指数が力強く上昇しました。金利は週の前半は大きく下落して始まったものの雇用統計、債務上限問題の解決を受けて週末にかけて上昇して終えています。業種別に見ると自動車銘柄、銅、ウラン等の素材関連...

Last week, semiconductor stocks such as NVDA, MRVL, and AVGO, computer hardware stocks such as SMCI and IONQ, and AI software stocks such as PLTR and AI led the Nasdaq's strong rally in the US market. Meanwhile, materials-related, defensive, and healthcare...

先週の米国相場では4月の小売売上高が発表され、先月比で予想0.8%に対して0.4%と消費が弱くなってきている様子が明らかとなってきました。先週はHome Depot (HD)やFoot Locker (FL) の決算が発表されましたが、予想...

The April CPI and PPI results released last week confirmed that inflation is falling as expected by the market, with rent inflation, which has been slow to fall, finally starting to fall, and service inflation, which was slow to start falling, accelerating its decline. In response to this...

先週は、5/3にFRBパウエル議長の会見で事前の予想通りに0.25%の利上げが発表され、AAPLの決算発表では成長は鈍化しているものの市場の予想より良い結果となり、5/5の雇用統計では失業率は予想を下回り、賃金の上昇が続いています。地方銀行...

先週の米国相場は、金利が上昇、VIXが下落する中で、株価指数は横ばいを続けています。セクターの動向を確認すると、住宅建築、リゾート・カジノ、医療機器、バイオテクノロジー、生活必需品の銘柄が上昇する中で、自動車、石油ガス、金属素材等の景気敏感...

Last week, the U.S. market was buoyed by the CPI and PPI releases, which showed that inflation is falling as expected, and sectors such as energy, metals, industrial equipment, and shipping, which rise during economic expansion, rallied strongly. In addition, better-than-expected results from JPM, WFC, and other major banks...