#Japan equities surge on dovish central bank picks while AI rally lifts Asia #Nikkei #Takaichi #StockMarket #MarketInsider
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#Japan equities surge on dovish central bank picks while AI rally lifts Asia #Nikkei #Takaichi #StockMarket #MarketInsider
Yen Strength and Rising JGB Yields Weigh on Market Outlook
以下に【金融商品取引法に係る重要事項】を表示しますので、ご覧ください。出演者;みずほ証券 中島三養子目次(分秒数をクリックいただくと当該内容からご覧になれます。)0:00 先週のマーケット概況1:28 【日本株】 米SOXに対し、昨年の騰落率は同水準4:24 【日本株】 長期金利
Mizuho Weekly VIEW Japanese equities remain highly correlated with the SOX Index. However, despite strong earnings from major U.S. semiconductor companies, their recent momentum appears to have stalled. Meanwhile, Japan’s 10-year government bond yields have climbed to a 17-year high, and coupled with yen appreciation, this is likely to weigh on the upside for the Japanese market.