#mizuhoweeklyview

[shiroomo]

Mizuho Weekly View – Eyes on the U.S.

Speculation is growing that the pressure on Venezuela is about one thing: redirecting one of the world’s largest oil reserves back to the U.S. and its Western allies—through American companies.

With U.S. midterm elections in mind, energy politics are back in the spotlight. Add to that CES in Las Vegas, where technology and policy narratives often intersect, and it’s clear why global attention is fixed on Washington.

Meanwhile, Japan’s market remains resilient—a notable contrast in an increasingly volatile world.

[shiroomo]

Mizuho Weekly View

The Nasdaq Composite rebounded just ahead of its 100-day moving average, reviving expectations of a year-end, holiday rally.

Japanese equities have seen net foreign inflows of roughly ¥25 trillion this year. History offers context: during the Koizumi and Abe administrations, annual foreign buying exceeded ¥10 trillion— a reminder that scale matters when narratives repeat.

Gold continues its ascent. Up roughly 60% year-to-date, the next level in view is 4,648.

Markets, once again, are counting time as much as price.

[shiroomo]

November Momentum — Japan and U.S. Markets in Sync

November has a reputation — one of the most bullish months in the past 30 years. Both U.S. and Japan show a 70–80% win rate for stocks this month. 🔥

In October, the U.S. markets walked the 2σ band, while Japan went even wilder — a 3σ surge, driven by strong foreign inflows and over ¥6 trillion in trading volume. 💹

Foreign investors are back, liquidity is solid, and the Nikkei keeps proving: this isn’t just a rally — it’s confidence reborn. 🇯🇵✨