Soichiro Monji
Soichiro Monji
data economic jobs likely market rate soon stronger taking view weigh
Right now the market is taking weaker-than-expected economic indicators as a positive, because of the view that there will soon be an end to rate rises. But I think the jobs data is likely to be stronger than expected, so it may weigh on U.S. stocks.
demand dent growth higher japan lending loans rates starting
Higher rates may dent demand for loans because lending growth in Japan is only just starting to recover.
buy confidence increases japanese rate seem
The rate increases don't seem to be deterring U.S. investors. That boosted confidence to buy more Japanese shares.
adding becoming commodity continue gain prices profit prompt rates rising
Rising commodity prices are now becoming a concern, adding to speculation that U.S. rates will continue to rise. Yesterday's gain may also prompt some profit taking.
affects against concern direction dollar increasing minus monetary negatively policy stock stronger
Increasing concern about the direction of monetary policy is a minus for the stock market. A stronger yen against the dollar also negatively affects exporters.
bit gains recent
The recent gains were just a bit too much, too fast.
attracting based buying companies earnings investor large outlook stable start
As the earnings start we may see more buying come in based on the figures. Large companies with stable earnings outlook are attracting investor attention.
banks concern estate expansion higher loans
There's some concern expansion in real estate loans may be curtailed by higher rates. There's a high correlation between banks and real estate stocks.
bright commodity given material raw rising spot stocks
The bright spot right now is the commodity stocks given the rising raw material prices.
anytime declining negative oil prices signs
Oil prices show no signs of declining anytime soon, which will have negative implications for shares.
betting boost companies investors japan potential profits strength
Companies in Japan still have potential to boost their profits and investors are betting on the strength of the economy.
companies drops facing product tech time tough
Tech companies are still facing a tough time with drops in product prices.
buying economic higher news positive send stocks technology
Positive economic news from the U.S. will send stocks higher at home. Technology stocks may become buying target.
demand developers estate money plenty starting
Lenders can make plenty of money as long as there is demand for loans. That's what we are starting to see. Real estate developers are also benefiting as demand increases.