06:31 Tesla stock rises sharply, CEO Musk reduces time to engage in government operations
-米電気自動車(EV)メーカー、テスラのイーロン・マスク最高経営責任者(CEO)は22日、5月から米政府関連業務を「大幅に」縮小すると述べた。 In response to this, the company's stock price rose sharply due to after-hours trading.
- MSN01:01 Nippon Steel's acquisition of US Steel is a serious risk, and union appeals to Treasury Secretary Bescent
-In a letter to U.S. Treasury Secretary Bescent, the USW argued that the sale of US steel to Nippon Steel poses risks not only to security but also to the steel industry across the United States.
- MSN17:41 US Treasury Treasury plunges in April, not selling in Japan or China - State Street
-US asset management company State Street Global Advisors said the sharp drop in U.S. Treasury bonds in early April (interest rates rose sharply) was not a selling point by Japanese and Chinese investors, which had widespread observations in some markets.
- MSN22/04 [Obvious news] Pope Francis (88) dies; simple burial is requested in a will; in 2019 he visited Nagasaki and Hiroshima to appeal for the abolition of nuclear weapons.
-Pope Francis, the head of the Roman Catholic Church, which has more than 1.3 billion followers worldwide, passed away on the 21st. He was 88 years old. The Pope Francis revealed the cause of death, as a stroke and the resulting heart failure. Pope Francis, originally from Argentina, became the Pope in 2013, and in 2019 he visited Nagasaki and Hiroshima and called for the abolition of nuclear weapo
- MSN21/04 The US Department of Defense is "completely collapsed," and Chief Hegses has been replaced - Former press secretary
-The US Department of Defense suffered troubles over staff and a series of personnel changes in the months following the launch of the second Trump administration, causing him to fall into a "complete collapse," and Director Hegses could be replaced. John Uriot, who recently resigned as the department's spokesman, warned:
- MSN20/04 Fed Chairman Powell dismisses the dollar and the US economy - French Finance Minister warns
-French Economy and Finance Minister Lombard warned that if US President Donald Trump fires Federal Reserve Chairman Powell, it will undermine the US economy and will stably volatility.
- MSN20/04 Goodbye "general job" is abolished one after another by the largest company in life insurance and banks - to correct wage gaps
-Nippon Life Insurance Nakakura Kyomi graduated from high school in 1984 and joined the company. At the branch where I was assigned, it was a daily routine to remember to drink tea from my boss or colleagues, serve tea, and wash it at the end of work.
- MSN19/04 Boeing returns aircraft to China to US - Trade War intensifies
-Boeing, the US aircraft giant, has begun returning the 737MAX that Chinese airlines refuse to receive, to the United States. The US-China trade war is raging.
- MSN18/04 The total number of popular funds collapsed in the past, and last year's losers made their mark - a major change in ranking
-Federal Reserve Chairman Powell this week denies the possibility of embarking on economic support, causing President Trump to anger. Meanwhile, the US stock market has once again gained the selling predominance due to the weight of tariffs, and investors are desperately searching for help.
- MSN16/04 Reports of extremely long-term bond yields fall significantly, postponing supplementary budgets and comments on Governor Ueda
-The yields on ultra-long-term government bonds have fallen significantly. Reports of postponing submission of supplementary budget proposals in the current Diet session and interviews with Bank of Japan Governor Ueda Kazuo have led to review and buying.
- MSN15/04 US Treasury Selling is not dysfunctional, suggesting a decline in trust in policy - Yellen
-Former U.S. Treasury Secretary Yellen said the recent U.S. Treasury Selling is not a dysfunction that justifies Federal Reserve intervention, but rather a concerning sign that it shows a decline in confidence in U.S. policy decisions.
- MSN15/04 SoftBank G Corporate Bonds, Smallest in Over 10 Years for Institutional Investors - Reliable for Individuals
-SoftBank Group plans to issue corporate bonds worth around 10 billion yen to institutional investors (wholesale). It could be the company's first corporate bond in over 10 years, and the company, which requires huge amounts of money for AI investments, is beginning to become clearer, relying on individual investors.
- MSN14/04 "I want to create things in my own country" semiconductor tariff rate to be announced next week for "excluded" Trump tariffs; separate tariffs will be introduced for smartphones that have been excluded.
-The tariff rate on semiconductors will be announced next week over the so-called Trump tariff, and it is expected that smartphones will be subject to another tariff. President Trump: Just like we did it for steel, automobiles, and aluminum, we will take similar measures for semiconductors, chips, etc. It will be implemented in the near future. US President Trump explained the reason for the tariff
- MSN13/04 Excludes smartphones, computers and semiconductors from additional tariffs on playing cards
-The Trump administration has excluded smartphones, computers and other electronic devices from tariffs. Even if this is only temporary measures, it would benefit major electronics manufacturers such as Apple and NVIDIA.
- MSN12/04 Trump's dream of "Made in USA" iPhone faces real-life challenges
-If Apple's smartphone, the iPhone, is manufactured in the US, it would be a big victory for President Trump. This is because the distribution of domestic iPhones will justify his tariff policy and fulfill his promise to return manufacturing employment to the United States.
- MSN11/04 [Breaking News] American electric car giant Tesla suspends new orders for some models in China Chinese media: "Causes a significant rise in tariff costs"
-Tesla, a major American electric vehicle manufacturer, has suspended new orders for some models sold in China. According to Tesla's Chinese website, it is no longer possible to order new models for the two models produced in the United States: the Model S and the Model X. China is currently subject to an additional tariff of 84% on all imports from the US, and China's state media said, "The tariff
- MSN11/04 US Steel stocks fall, Trump criticizes Japan Railway's acquisition plan every day
-US Steel's stock price fell in the US stock market on the 10th. It was disgusting that US President Trump, following the previous day, expressed the view that it would be undesirable for Japanese companies to own US Steel.
- MSN10/04 US Steel shares fall sharply outside of hours - Trump doesn't want Japan to buy it
-The stock price of US Steel, a major US steel company, fell 16% at one point in after-hours trading after the US stock market closed on the 9th. Following President Trump's statement that he does not want a Japanese company to acquire the company.
- MSN09/04 S&P 500 is below 5,000, and the level of revival of dips - Goldman
-The S&P 500 index fell to a level where long-term investors began to buy the push, according to John Flood, a partner at Goldman Sachs Group.
- MSN08/04 The US already has a recession, stock prices falling 20% more - BlackRock CEO
-Larry Fink, CEO of BlackRock, a major asset management company, said on the 7th that most CEOs he spoke to believe the US is under a recession. He also warned that President Trump's tariff policies would destabilize the global economy and would not rule out the possibility that stock prices could fall by another 20%.
- MSN08/04 Chinese President Xi suddenly agrees to promote domestic demand by turning it into a "combat mode"
-The decision by Chinese President Xi Jinping to take immediate retaliation measures against US President Trump's mutual tariffs has given the world a clear message. If the US wants to have a trade war, that means China is ready to fight.
- MSN04/04 Goldman: 9.5 in 10 levels: Unprecedented busy day - tariffs are on sale
-On the 3rd, at Goldman Sachs Group's trading desk, in the US, recorded trading levels that could be almost "unprecedented" except on the day when institutional investors reviewed their asset allocation and made major changes (Rebalance Day). Following the announcement of US President Trump's "mutual tariffs," customers moved to sell stocks.
- MSN04/04 "Four Sky" appears on Nikkei Average Chart, suggesting the end of the adjustment - last summer and the COVID-19 pandemic
-As Tokyo stock prices fell sharply every day, a "Shikaku" has emerged on the Nikkei Stock Average chart, suggesting that it was in an extreme decline. It is possible that a signal is approaching the short-term bottoming of Japanese stocks.
- MSN04/04 Nissan will strengthen local production in the US due to tariffs - partially shutting down production of luxury cars in Mexico
-On the 4th, Nissan Motor Co. announced its intention to increase local production in the United States following the introduction of additional tariffs on imported cars by the US Trump administration.
- MSN04/04 The US is the biggest loser, and Trump tariffs damage US assets more than other countries
-President Trump's reforms to the world trade regime have hit US assets more than the assets of many major economies that the president has imposed additional tariffs.
- MSN04/04 US stocks plummet, with market capitalization disappearing nearly 290 trillion yen - "No one can escape"
-US stock prices fell sharply on the 3rd. The S&P 500 stock index has lost its market capitalization of approximately $2 trillion (approximately 290 trillion yen). There is growing concern that the massive tariff measures Trump put forward the previous day will cause a recession.
- MSN03/04 [Shock] "Trump's mind is halting in the 1980s" President Trump says that mutual tariffs "24% on Japan" will be 10 times the automobile tariff... Will the damage be affected by the American people too?
-On the 3rd, just after 5am Japan time, US President Trump announced the specific details of the "mutual tariffs," which would impose the same tariff rate as its trading partners. The board used for the explanation contains the names of countries and regions where the United States wishes to resolve the trade deficit, and it is said that a mutual tariff of 24% will be imposed on Japan in the future
- MSN02/04 Tesla announces delivery number for January-March - backlash against Musk and poor overseas performance are heavy
-Electric vehicle (EV) manufacturer Tesla will announce the production and delivery number for January to March (first quarter) on the 2nd. 2025 has been a tough start, with showrooms being destroyed, production lines being partially suspended, and sales overseas falling, making it clear that its seriousness.
- MSN02/04 Goldman: Yen is the best hedging method - US recession and tariff risks
-Goldman Sachs Group expects demand for the yen to rise as a safe asset due to uncertainty over the US economy and tariffs, and the yen exchange rate will rise against the dollar to the low 140 yen range this year against the dollar.
- MSN02/04 China's Communist Party suddenly switch positions of two Political Bureau members
-The Chinese Communist Party suddenly swapped the roles of two of the 24 members of the Party's Central Political Bureau. This is an unprecedented move to break the practices of General Secretary Xi Jinping, who is entering his third term.
- MSN02/04 TT, a British asset management company under Mitsui Sumitomo FG, establishes a macro hedge fund
-TT International, a British asset management company under the umbrella of Sumitomo Mitsui Financial Group, has established a macro hedge fund aimed at emerging markets. It aims to benefit from increased volatility and political risk.
- MSN02/04 Trump announces tariffs to be immobilized immediately - White House Press Secretary
-The massive tariff measures that US President Trump is planning to introduce are expected to be imposed immediately immediately after the announcement on the 2nd. White House Press Secretary Levitt revealed this on the 1st.
- MSN01/04 JAL's first 10-day permanent subordinated bond issuance, with a maximum of 200 billion yen - used for aircraft purchases
-It has been announced that Japan Airlines (JAL) will issue its first permanent subordinated debt on the 10th. The company plans to issue a total of over 100 billion yen, and began investor demand surveys on the 1st. The funds raised will be used to purchase approximately 90 new aircraft, as well as to mergers and acquisitions (M&A).
- MSN01/04 US government tax revenues tend to decline, and insolvent "X Day" may be faster than expected
-While tax revenue forecasts are declining, taxpayer refunds are increasing. This is a factor that reduces the revenues of the US government, and if this continues, it could lead to a faster deadline for Congress to raise its debt cap. Alternatively, there is the risk that federal government payments will not be possible.
- MSN01/04 Two US astronauts boarding the new Starliner spacecraft, the first press conference after returning home, returning to Earth for the first time in about nine months.
-Astronauts who had been staying at the ISS (International Space Station) for more than nine months due to a spacecraft malfunction looked back on their mission in space at their first press conference since returning to Earth. American astronauts Barry Wilmore and Sunita Williams, who headed to the ISS on Boeing's new Starliner spacecraft in June 2024, are unable to return to Earth due to a malfun
- MSN31/03 Ministry of Economy, Trade and Industry adds 802.5 billion yen to Lapidas in fiscal 2013 - cumulative total of over 1.8 trillion yen
-On the 31st, the Ministry of Economy, Trade and Industry announced that it has decided to provide additional support of up to 802.5 billion yen in fiscal 2025 to Lapidas, which is aiming to mass-produce next-generation semiconductors. The cumulative amount of support for the Post-5G Information and Communications System Infrastructure Strengthening Research and Development Project since fiscal yea
- MSN31/03 SBI certificate confirms fraudulent transactions due to phishing scams and takeovers
-On the 31st, SBI Securities announced that it had confirmed that there had been fraudulent transactions in which a customer's ID was hijacked by phishing scams and malware. A spokesperson responded to an interview with Bloomberg.
- MSN31/03 Japanese government bonds record the world's biggest losses, and interest rates rise as the Bank of Japan's monetary policy normalizes
-Following the Bank of Japan's interest rate hike last year, Japanese government bonds recorded the biggest losses ever in the global bond market. Investors are rethinking their strategy for Japanese government bonds.
- MSN31/03 Is Ukraine withdrawing from the mineral agreement? President Trump complains: "Zelensky is trying to withdraw from rare earth deals."
-On the 30th, US President Trump expressed discomfort after revealing that President Zelensky was considering "withdrawing from the transaction" regarding mineral resources agreements with Ukraine. US President Trump: Zelensky is trying to withdraw from the rare earth deal. If he did that, there would be a big problem. "Zelensky now wants to renegotiate the deal," Trump said.
- MSN30/03 Myanmar earthquake kills more than 1,600 people - rescue teams arrive in the mid-range and other areas
-The number of deaths in central Myanmar on the 28th in a magnitude of 7.7 earthquake hit 1,644. Mandalay, the country's second largest city, suffered major damage. Rescue teams from around the world have arrived in the country, carrying out search operations and other activities.
- MSN30/03 Trump administration revokes Venezuelan business licenses for US and European companies - related parties
-The Trump administration has ordered several US and European companies to withdraw from Venezuela. The business licenses and exemptions that had been granted up to now have been revoked. Three people familiar with the matter revealed this on the 29th. Venezuela's Maduro administration's isolation in the global oil market is expected to deepen.
- MSN28/03 Assassin's Creed game, Ubii split-up, investing in Tencent
-French game development company Ubisoft Entertainment plans to spin off its divisions with popular titles such as Assassin's Creed and Far Cry as a subsidiary with a corporate value of approximately 4 billion euros (approximately 650 billion yen).
- MSN27/03 Unnatural low stock fluctuations, suspected voices related to fraudulent trading - impact market reliability
-There have been a series of cases where low-ranking stocks fluctuate unnaturally on the Tokyo Stock Exchange. Market officials have raised voices asking whether it is linked to fraudulent transactions that occur in some online securities, and there is also concern that it may undermine the reliability of the market.
- MSN27/03 Microsoft expands data centers in Japan, mid-April
-On the 27th, Microsoft announced plans to expand Japan's data centers. The US-US high-performance image processing semiconductors (GPUs) will be introduced, and more advanced computing resources will be available from mid-April.
- MSN26/03 Amazon stocks look like they've never been listed - Wall Street is a strong view
-Amazon.com is currently undergoing a rare situation in which it is considered "cheap." Valuations have fallen to levels that have been barely seen since listing in 1997.
- MSN25/03 Ukraine unconditionally supports a complete ceasefire with Russia - Ambassador to the United States
-Ukrainian ambassador to the US Markarova said on the 24th that the country unconditionally supports a complete ceasefire with Russia. Currently, discussions are being made about a plan to limit attacks on energy infrastructure only.
- MSN25/03 Trump announces automobile tariffs in a few days - Mutual tariffs suggest mitigation
-On the 24th, US President Trump announced his intention to announce tariffs on cars in the next few days, and suggested that some countries could be exempt and mitigated the "mutual tariffs" scheduled to be announced next week.
- MSN25/03 President Trump to impose 25% tariffs on Venezuelan oil and gas purchaser
-On the 24th, US President Trump announced his intention to impose a 25% tariff on countries purchasing Venezuelan oil and gas.
- MSN24/03 German SAP becomes the largest listed company in Europe by market capitalization - Novo Nordisk surpasses Novo Nordisk
-German software giant SAP has surpassed Danish drug giant Novo Nordisk and has become Europe's largest listed company by market capitalization.
- MSN24/03 Business improvement orders to four non-life insurance companies including the Financial Services Agency and Tokio Marine and Nichido - due to information leakage issues
-On the evening of the 24th, the Financial Services Agency announced that it had issued business improvement orders based on the Insurance Business Act for Tokio Marine and Nichido Fire Insurance, a subsidiary of Tokio Marine and Nichido Fire Insurance, a subsidiary of Tokio Marine and Nichido Fire Insurance, a subsidiary of Tokio Marine and Nichido Fire Insurance, a subsidiary of Tokio Marine and
- MSN24/03 Japanese stocks are expensive in automobiles and shipping, while banks and crude oil-related indices lack direction
-On the 24th, buying was ahead of the Tokyo Stock Exchange on the 24th, as it was believed that the impact of US mutual tariffs on the global economy was not as high as there were concerns. Pharmaceuticals, information and communications are also expensive. On the other hand, banks have fallen, and crude oil-related companies such as precision equipment and mining are also low, and the index is lac
- MSN24/03 Vice First Lady Vance visits Greenland - Following Trump's eldest son
-US Vice First Lady Usha Vans will visit Greenland this week. Trump's eldest son, Trump Jr., visited the area in January, as President Trump insists that the United States should buy Greenland from Denmark.
- MSN22/03 "Monster-class" money flows into stocks, despite worrying about tariffs - BofA
-The global stock market is continuing to see "monster-class" money flows, and there is no concern about the risks a full trade war could pose on stocks, Bank of America's (BofA) Michael Hartnett pointed out.
- MSN20/03 Trump talks with Zelensky to take action against ceasefire "Good"
-On the 19th, US President Trump held a telephone conversation with Ukrainian President Zelensky. Trump said the meeting was "very good" and said efforts to end the war in Ukraine were "good."
- MSN20/03 First female president to IOC, first from Zimbabwe and first from Africa, to appeal to protect female athletes and strengthen women's sports.
-Kirsty Coventry (41), the first woman and first African native, was elected as the new president in Greece in the IOC International Olympic Committee presidential election. Watanabe Morinari, the chairman of the International Gymnastics Federation, was the first Japanese to run for office, and was eliminated. This is the first female president since the IOC was established in 1894, and the first A
- MSN20/03 Nvidia CEO points out that demand for computing infrastructure is rising - DeepSeek tour
-Jensun Huang, CEO of US semiconductor giant NVIDIA, said on the 19th that new AI models that derive complex answers will further increase demand for computing infrastructure. He spoke at the company's annual developer conference, "GTC," held in San Jose, California.
- MSN19/03 Canadian car show excludes Tesla from exhibitor list - safety concerns
-Tesla has been excluded from the list of exhibitors at the Vancouver International Auto Show, which will be held in Canada on the 19th. Organizers cited safety concerns. There have been a series of incidents that have been thought to be motivated by a backlash against CEO Elon Musk's role in the Trump administration, including Tesla vehicles and charging stations being set on fire.
- MSN19/03 [Broadcast] Russia postponed US proposals to "stop the ceasefire" "Putin's thoughts to continue fighting" could be revealed, and negotiations could proceed at a Russian-led pace... The difference in temperature with President Trump
-Taking into account the current telephone conversation between the US-Russia leaders, how will ceasefire negotiations proceed in the future? Reporter Senda Junichi from the FNN Washington Branch will be reporting this. Some believe that ceasefire negotiations are progressing at Putin's pace, as Trump's failure to persuade him. Experts say that Putin rejected the US's 30-day ceasefire agreement, wh
- MSN19/03 JX Metal's initial price of 843 yen, up over 6% compared to temporary public offering price - the first large-scale project in 6 years
-JX Metals, which operates the semiconductor materials business, was listed on the Tokyo Stock Exchange Prime Market on the 19th. It began with a sign of buying, and the initial price was 843 yen, 2.8% higher than the public offering price of 820 yen. This is the largest initial public offering (IPO) since 2018, and attention is focused on whether stock price trends will serve as a tailwind for sub
- MSN17/03 Trump talks with Putin on the 18th - Russia also confirmed
-US President Trump told reporters he would be speaking to Russian President Putin on the 18th. The US government is continuing its efforts to create a rapid ceasefire between Russia and Ukraine. The Russian Presidential Office has also confirmed the meeting.
- MSN17/03 Cabinet approval ratings plummet, increasingly severe administration - some point that it will affect financial normalization
-Prime Minister Ishiba Shigeru's administration is becoming more severe due to the issue of distributing gift certificates to lawmakers belonging to the LDP. The cabinet's approval ratings fell sharply in opinion polls conducted by news outlets over the weekend. There is also view that the instability of political situations could have an impact on the Bank of Japan's monetary policy, which has bee
- MSN15/03 Economy "cannot survive" criticizes wealthy Lasley for uncertainty in the Trump administration
-Mark Lasley, a wealthy man who co-founded the US investment firm Avenue Capital Group, said uncertainty about US President Trump's policies, particularly tariff policies, has made investors unable to take advantage of opportunities in the market.
- MSN15/03 US Secretary of Commerce Latnic said he would not exclude Japan from the scope of automobile tariffs, "Customer tariffs should be imposed on all countries."
-On the 14th, US Secretary of Commerce Latnic expressed his intention to not exclude Japan from the plan to impose tariffs of around 25% on imported cars starting in April. On the 14th, Ratnick appeared on a FOX Business program and expressed his view that the plan to raise tariffs on cars imported into the United States to around 25% from April 2nd, not to exclude Japan from the target, but to all
- MSN08/03 Russia suggests that it will accept a ceasefire - Trump continues pressure on Ukraine
-Russia suggested it was ready to accept a temporary ceasefire with Ukraine under certain conditions. Meanwhile, President Trump continues to pressure Ukraine to move towards a peace agreement.
- MSN07/03 Nasdaq Exchange will be available around the clock in the second half of 2026 - Responding to demand from overseas
-The Nasdaq, the second largest operator of the US stock exchange, plans to set up a 24-hour trading system for US stocks. Demand for US stocks is growing worldwide, with more exchanges wanting to link this opportunity to increase revenue.
- MSN07/03 The yen is in the high of the 147 yen range, with the Bank of Japan expecting a rate hike in five months - risk aversion
-On the 7th, the yen exchange rate in the Tokyo foreign exchange market was at a high of around five months, at the dollar's high of 147 yen. Following the demand for high wage increases in the spring labor offensive, expectations for the Bank of Japan to raise additional interest rates, and yen buying has become dominant. The fact that Japanese stocks have fallen sharply due to concerns over the T
- MSN07/03 The yen will rise next week, with Bank of Japan expecting interest rate hikes and Trump's policy warnings - the 146 yen range
-The yen exchange rate is likely to rise next week. Domestic wage statistics and the high wage rate during the spring 2025 labor offensive raise expectations for the Bank of Japan's interest rate hikes, and the trend of the strong yen is expected to continue. The uncertainty surrounding the Trump administration's tariff policy is disgusting in the financial markets, and it is easy to lean towards b
- MSN07/03 [Japan Market] Stocks are sharply declining, US tariff policy and concerns about appreciation of the yen - Long-term interest rates rise every day
-Stocks fell sharply in the Japanese market on the 7th. Amid continuing concerns about US President Trump's tariff policy, the Bank of Japan's growing expectation of additional interest rate hikes has accelerated the selling. The yen rose to the mid-147 yen range per dollar. Long-term interest rates in the bond market have hit their highest level in 16 years every day.
- MSN07/03 [Relay] Eight shots are dropped due to "coordinate input errors"... Bombs falling from fighter jets near Seoul hit five houses, etc. Restoring electric poles and water pipes
-After 10am on the 6th, eight bombs fell from two Korean military fighter jets that were conducting exercises in Pocheon, near Seoul, South Korea, and hit five houses and other buildings. Reporter Hamada Yohei will be broadcasting from the site. It has been nearly seven hours since the accident occurred, but the restrictions are still being set up and we are unable to get close to the scene. Accord
- MSN06/03 Ukraine's Starlink exchange accelerates talks with the EU - Yutelsat
-French communications satellite operator Eutersat Communications has announced that talks with the European Union are accelerating due to a change in service from Starlink, led by Elon Musk. The background to this is that the United States is retreating its involvement in the security of the European continent.
- MSN06/03 Only a sign of "reconciliation"... President Trump expresses his gratitude by revealing a letter from President Zelensky. The possibility of a summit meeting soon will be "end a barbaric war"
-The broken summit has shown signs of reconciliation. On the 4th, President Trump made his first policy speech since the establishment of the second administration, and revealed that he had received a letter from President Zelensky regarding the joint development of mineral resources that had broken down during the summit with Ukraine. US President Trump: The letter says he is prepared to negotiate
- MSN05/03 President Trump: "It's the American Dream!" The longest policy speech in history, "1 hour and 40 minutes," suggests the possibility of a new summit with Zelensky.
-President Trump gave a policy speech in the US Congress on the 5th. In his speech, which was the longest ever, over an hour and 40 minutes, numerous Trump verses came out. Republican lawmakers are excited about President Trump with applause and cheers. Meanwhile, Democrats sitting on the other side are not standing up and trying not to look at President Trump. And, amid the unusual USA call, Presi
- MSN03/03 Trump and TSMC announce US investment of $100 billion - people
-Taiwan Semiconductor Electric Railway Manufacturing (TSMC) plans to invest $100 billion (about 15 trillion yen) in chip manufacturing plants in the US over the next four years. A person familiar with the matter revealed this. President Trump is scheduled to announce it on the 3rd.
- MSN03/03 Seven & I will be resigning to President Isaka and will be the first foreigner to succeed him as a new foreigner - Nikkei
-On the 3rd, Seven & i Holdings has entered into final adjustments to resign President Isaka Ryuichi (67), the Nihon Keizai Shimbun reported. The company is currently planning to replace Stephen Hayes Dekas (64), an outside director and CEO of Seiyu.
- MSN03/03 DeepSeek discloses profit margins, "in theory" is 545% - no partial cost reflection
-On the 1st, Chinese artificial intelligence (AI) startup DeepSeek revealed some financial figures. In this article, he revealed that the "theoretical" profit margin is more than five times the cost. The AI industry is considered uncertain about its business model.
- MSN01/03 Sony G issues bonds for the first time in a year, with interest rates continuing to rise, totaling 110 billion yen
-The Sony Group has decided on the condition of yen-denominated corporate bonds for the first time in about a year, amid rising pressure on government bond yields due to the Bank of Japan's early anticipation of an additional interest rate hike.
- MSN26/02 Fitch downgrades Nissan to junk class - Moody's
-On the 26th, Fitch Ratings reduced Nissan's credit rating to junk. The downgrade following Moody's Japan on the 21st means that all three major rating companies have been awarded speculative ratings.
- MSN26/02 US backs European peacekeeping forces after Ukraine's ceasefire - French finance minister
-French Economy and Finance Minister Lombard said the US will support European troops after the Ukraine-Russia ceasefire agreement and will support peacekeeping.
- MSN26/02 Super Micro stocks rise sharply, retreated concerns about delisting - late report submitted
-US server maker Super Micro Computer (SMCI) rose sharply in after-hours trading on the US stock market on the 25th. It was raised by just over 20% at one point. The delayed annual report (Form 10K) for fiscal year 2024 (ends June 30th) has been able to submit by the newly set deadline by the Nasdaq, concerns for delisting have been receding.
- MSN26/02 Japan Post sells 600 billion yen in Japan Post Bank shares - related parties
-It has been revealed that it has decided to sell some of Japan Post Bank's shares, which are owned by Japan Post. The total sale is expected to be around 600 billion yen. A person involved revealed this on the 26th.
- MSN24/02 Ukraine rebounds on the size of mineral funds - in return for US military support
-Ukraine is rebeling against the US government's demand for the establishment of a $500 billion fund, which it presented as part of a deal to distribute mineral resource revenue in return for its military support. Ukrainian officials who are aware of the talks have revealed this.
- MSN23/02 Berkshire's profits skyrocket, interest rates and strong insurance - tax payments are broken records
-Berkshire Hathaway, a US investment and insurance company led by Warren Buffett, announced on the 22nd that operating profit rose 71% in its October-December 2024 (fourth quarter). The company's investment revenue increased due to rising interest rates, and the insurance business also improved.
- MSN23/02 President Zelensky is ready to resign for peace in Ukraine
-Ukrainian President Zelensky said at a press conference in Kiu on the 23rd that he was prepared to step down if peace could be brought to his war-torn country. It will be three whole years since Russia's invasion of Ukraine 24 days.
- MSN22/02 China's high-tech stocks rise sharply, Alibaba's financial results are positive - Optimism is growing stronger
-The Chinese technology stock indicator rose by more than 5% on the Hong Kong stock market on the 21st. A series of strong earnings announcements have led to a growing optimism about the sector.
- MSN21/02 Foxcony proposes collaboration with Honda, with four companies looking to pursue Nissan and Mitsubishi Motors - Nikkei
-It has been revealed that Taiwan's Hon Hai Precision Industry has proposed to collaborate with Honda, the Nihon Keizai Shimbun reported on the 21st, citing people related to Fox Hai in the electronic version. Foxcony is exploring a partnership with Nissan Motor Corporation in order to strengthen its electric vehicle (EV) business. The company is considering collaborating with four companies, inclu
- MSN21/02 Nissan stocks are rising sharply, and reports that Tesla will develop a plan to invest in Japan
-Nissan Motor Corporation expanded its gains in trading on the afternoon of the 21st, rising 12% to 471 yen, marking the highest rate of daytime gain since December 18, 2024. Japan's high-level group, including former Prime Minister Suga Yoshihide, has formulated plans for American electric vehicle (EV) manufacturer Tesla to invest in Nissan, the Financial Times reported.
- MSN20/02 Gold market hits a new high, geopolitical risks increase demand for safe assets
-Gold prices hit a new high. Given geopolitical risks, demand for safe assets is increasing.
- MSN20/02 The first company to expect wage increases in 2023 exceeds 60%, with momentum sustained - Teikoku data
-A survey by Teikoku Databank has found that the first company is expecting wage increases to 2025, more than 60% have come to an end. This suggests that momentum has continued since last year, when it achieved a record-breaking wage increase, and is a good factor for the Bank of Japan, which is pushing forward with normalizing monetary policy.
- MSN20/02 With stocks rising, the largest number of households owning over 100 million yen - Nomura Research Institute
-Approximately 1.65 million households in Japan own more than 100 million yen, the Nomura Research Institute announced that it was the most since the survey began in 2005. The background to this is a significant increase in the value of assets such as stocks and investment trusts.
- MSN19/02 Investors prefer global stocks, risk-oriented is the highest since 2010 - BofA survey
-Global equities are the most preferred assets among investors, a Bank of America (BofA) study showed. Investor risk orientation has been the highest in the past 15 years.
- MSN18/02 What will happen if European troops are attacked by Russia? US demands details
-The US has asked European countries to clarify their security commitments they are prepared to provide to Ukraine and details of how they will respond if the troops sent to the country are attacked by Russia.
- MSN14/02 Nissan consults with KKR and seeks funding methods such as capital increase - those involved
-It has been revealed that Nissan Motor and US investment fund KKR have begun discussions on Nissan's fundraising. Given that the plan to establish a joint holding company with Honda has been blankly withdrawn to resolve the poor performance, Nissan has been exploring the possibilities of various financing measures, including capital increase, with KKR as the underwriter. There is.
- MSN14/02 Apple announces product on the 19th, approaching the launch of cheaper iPhones - name change
-Apple plans to unveil a product on February 19th that CEO Tim Cook calls "a new family member."
- MSN14/02 US Steel stocks fall, President Trump says to distance himself from Nippon Steel's investment negotiations
-US Steel stocks fell 1.9% on the US stock market on the 13th. President Trump has said that tariffs he has put forward will save the company, and has distanced himself from the proposal to negotiate investments by Nippon Steel.
- MSN12/02 The yen is sharply falling against the dollar, and tariffs are wary and how the US CPI is trying 155 yen
-On the 12th of New York time, the yen fell sharply against the dollar for the first time in about a week. This has dropped for three consecutive days, marking the longest decline in the past month. As concerns were growing that the Trump administration would also impose tariffs on Japan, the US Consumer Price Index (CPI) was announced more strongly than expected.
- MSN12/02 Trump tariffs are "devastating" on the auto industry - Ford warns
-Ford Motor CEO Jim Farley visited Washington on the 12th and said U.S. automobiles were hit by a 25% tariff on U.S. President Trump's policy on Canada and Mexico. It warns the industry that it will "deal with a major blow."
- MSN10/02 BP stock rises at one point, the biggest rise since 2020 - Activist holds stock
-On the 10th, the stock price of BP, a major quartz oil company that has been struggling with poor performance for many years, rose, at one point reaching its highest level since 2020. It has been revealed that one of the world's leading hard-line activists (speaking investors) Eliot Investment Management, the US, owns BP stakes.
- MSN09/02 Musk's DOGE accesses federal central financial reporting system - people
-Elon Musk, who heads the Department of Government Efficiency (DOGE) under the Trump administration, will send a DOGE team to the Treasury Department of Treasury (BFS) on the 11th and 13th to gain access to the US government's central accounting system. This was revealed by a person familiar with the matter.
- MSN07/02 Apple announces long-awaited new iPhone SE in just a few days - those involved
-Apple plans to announce the long-awaited new model within a few days, a revamped low-cost smartphone, the iPhone SE. The company intends to promote sales by launching new models and encourage consumers to switch from other brands.
- MSN05/02 Two US military F35 fighters are urgently landed at Matsuyama Airport "Fuel is depleted" All -day air flights are temporarily open [Ehime]
-At around noon on the 5th, two US military fighter jets were in an emergency landing at Matsuyama Airport in Matsuyama City, Ehime Prefecture. The US military reported that "fuel is exhausted." According to the Matsuyama Airport Office and others, two F35 fighter jets belonging to the US military Iwakuni Air Base landed around noon on the runway at Matsuyama Airport. The US military aircraft repor
- MSN05/02 Exported stall due to the increase in yen due to the increase in the Bank of Japan due to the increase in the Bank of Japan
-The Nikkei Stock Average fell in the Tokyo stock market on the 5th. In response to strong wage -related statistics and inflation, the yen has increased in the morning due to the continuation of interest rate hikes by the Bank of Japan, and cannot be maintained in the morning.
- MSN05/02 Musk has no permission to stop the government payment at his own discretion -Mr. Trump
-U.S. President Trump said that the federal government could be monitored in advance through access to the Ministry of Finance system, but had no authority to suspend payment at his own discretion.
- MSN04/02 Tesla, serious sales in France -Struggling in California
-The number of new vehicles sold by Tesla, an electric vehicle (EV) manufacturer, has dropped sharply in France, the second largest in the European Union (EU).
- MSN03/02 Mexico Customs Tax One -month postponement continues to negotiate the last minute
-US President Trump on Tuesday has announced on Tuesday that it will postpone the 25 % tariffs scheduled for one month for one month. Mr. Trump emphasized the reporters as "a wonderful conversation" about the talks with Shainbaum, and the Mexican government placed 10,000 soldiers on borders to prevent illegal drugs and illegal immigrants. I welcomed me if I agree. On top of that ...
- MSN03/02 [Yamagata] Tendo Onsen is a sightseeing hub! "Spring New Year" that connects sightseeing spots while solving regional issues, the popularity of Yamagata rises sharply
-As a destination of the Chinese New Year where a total of 9 billion people move in China, tourist spots in the prefecture are now growing. Tendo is enhancing new initiatives to attract such overseas tourists. We interviewed the latest movements. (Report) "The ropeway for seeing the rime is snowing, but there are many people and it is very crowded." Zao also had many tourists from overseas. ...
- MSN01/02 Over 18 trillion yen leaked from the subsidiary, Franklin started reorganization and cost reduction
-Following the withdrawal of $ 120 billion (approximately 18.61 trillion yen) from late August last year at the U.S. asset management company Western Asset Management, the parent company's U.S. investment advisor Franklin Resources is cost reduction and internal company. It is working on the reorganization of the organization. A famous bond trader has been charged with fraud in Western Assets.
- MSN01/02 Rebellion with Ukraine support -The fluctuation of European unity seen in the conversion of Slovakia
-In Slovakia, who provided military support to Ukraine in the Personal State of the North Atlantic Treaty (NATO), former Minister of Defense Yaroslav Nado has been charged with power abuse, bribery, and rebellion. I am undergoing an investigation. Some of the Europeans have the rise of Russian President Putin, and the unity of Ukraine has been shocking.
- MSN01/02 Nbidia approves Samsung's AI Memory 8 -layer HBM3E -related persons
-Korea Samsung Electronics has approved by the 8 -layer HBM3E supply of the 5th generation wide -band memory (HBM) to Nvidia in the United States. Several stakeholders who are familiar with the circumstances have revealed.
- MSN31/01 Sumitomo Mitsui TG, upward revisions to net income of 250 billion yen -Contributing policy shares
-The Sumitomo Mitsui Trust Group (TG) announced on March 31 that it will revise the consolidated net income forecast for the fiscal year ending March 31, 2025 to 250 billion yen. The gain on the sale of the policy holding shares will contribute.
- MSN31/01 [Japan City] Bonds drop, the BOJ's additional interest rate hikes -falling, shares for 3 days
-In the Japanese market on the 31st, bonds dropped (interest rates rise). The day before, the Bank of Japan, Mr. Ryozo Himino, showed the attitude of normalizing monetary policy, and the alerts to the additional interest rate were increased. The yen fell in the latter half of 154 yen in the dollar. The shares grew for three days.
- MSN31/01 Stronged DeepSeek siege net, "hundreds of companies" are restrictions -leakage to the Chinese government
-The movement to restrict the use of artificial intelligence (AI) models developed by DeepSeek, a Chinese emerging company, among the world's companies and government agencies has become growing. A cyber security company hired for system protection has revealed.
- MSN30/01 Bitcoin continues, and the Fed Chairman's statement is about cryptocurrency regulations
-Bitcoin of crypto assets (virtual currency) continues. He received a short statement on the US Federal Open Market Committee (FOMC) regular meeting and the Powell US Federal Reserve (Fed) Chairman's cryptocurrency regulation.
- MSN30/01 [Japan Market] The yen has risen, FOMC passes and Vice -Governor's Deputy Governor Lecture Caution -Bond Soft
-The yen rises in the Japanese market on the 30th. Passing the US Federal Open Market Committee (FOMC), there is a movement to eliminate the high selling of yen. The bonds have been softened, alert to a hawk -like remarks in the Lecture of the Bank of Japan by Ryozo Himino.
- MSN30/01 [FOMC] Pause button, hawk -like stationary -how to view market officials
-The US Federal Open Market Committee (FOMC) has decided to keep the main policy interest rate Federal Fund (FF) interest rate guide target range at 4.5-4.75 % at a regular meeting held on the 28th and 29th. At a press conference, the Powell Federal Preparatory System Council (Fed) pointed out that FOMC was not in a hurry.
- MSN29/01 Pentwater of US Steel, Pentwater, opposes the proposal of Activist
-Pentwater Capital Management, the third largest shareholder of US steel US steel, has an attempt to renew the renewal of the US Steel Board of Directors by the Ancola Holdings Group, known as an activist. I revealed it.
- MSN29/01 There is evidence that DeepSeek "distilled" from the open AI -US government AI
-David Sax, who has been appointed as the person in the Trump administration and the head of the cryptocien and artificial intelligence (AI), refer to the output of a model of the US Open AI on the 28th of China's Startup (emerging company) DeepSeek (Deep Seek). He stated that there is "considerable evidence" that developed technology.
- MSN28/01 [Column] From Masayoshi Son and DeepSeek, the lesson on the Star Gate -Tobeck
-It is a surprising project to build a state -of -the -art artificial intelligence (AI) ability by pouring hundreds of billions of dollars. But what is more amazing is to develop tools that can compete with a small budget.
- MSN27/01 The next medium draft Motoko -Ministry of Health, Labor and Welfare, which includes the impact investment of GPIF
-The Ministry of Health, Labor and Welfare announced on the 27th of the next mid -term plan for the independent administrative agency (GPIF) from April 27. Incorporated the implementation of "impact investment", which solves social issues and profitability.
- MSN27/01 U.S. Steel is asked to abandon its merger with Nippon Steel, as a proxy battle moves forward - Report
-Ancora Holdings, known as an activist investor, plans to launch a proxy fight at the general meeting of shareholders of major US steel company US Steel and force the company to abandon its merger with Nippon Steel. The Wall Street Journal (WSJ) reported this, citing information from multiple people familiar with the matter.
- MSN26/01 Musk considers the use of blockchain to improve U.S. government efficiency - stakeholders
-Elon Musk, who heads the Department of Government Efficiency (DOGE), which was newly established under the Trump administration, has begun discussing the use of blockchain technology within the organization. This was revealed by multiple people familiar with the matter.
- MSN25/01 Yen hits intraday low against dollar, cancels rise after Bank of Japan rate hike - mid-156 yen level
-In the foreign exchange market on the 24th, the yen began to decline. Bank of Japan Governor Kazuo Ueda gave little hint as to when the next interest rate hike would be.
- MSN24/01 Mitsubishi Motors postpones joining Honda and Nissan, focusing on expansion in Southeast Asia - Yomiuri
-The Yomiuri Shimbun reported on the 24th, citing multiple sources, that Mitsubishi Motors has entered into negotiations to postpone joining the joint holding company that Honda and Nissan Motors are aiming to establish. Although the company plans to strengthen its collaboration with both companies, it will maintain its current structure for the time being in order to maintain its listing and expan
- MSN23/01 Türkiye's central bank cuts interest rates for second consecutive meeting to 45% - as expected
-Türkiye's central bank announced interest rate cuts for the second consecutive meeting on the 23rd. The government decided to continue lowering interest rates after consumer price inflation slowed more than expected in December last year.
- MSN23/01 Yen rises to low 156 yen level, dollar buying complete due to high US interest rates - Assessing US tariff policy
-On the 23rd, the yen exchange rate in the Tokyo foreign exchange market rose to the low 156 yen level to the dollar. While waiting for specific announcements regarding US President Trump's tariffs, dollar buying and yen selling have come to an end due to rising US bond yields.
- MSN23/01 SoftBank G and Open AI plan to invest $19 billion each in joint venture - Report
-SoftBank Group and U.S. Open AI plan to commit capital equivalent to $19 billion (approximately 2.97 trillion yen) each to Stargate, a joint venture in artificial intelligence (AI) infrastructure, The Information reported. . President Trump announced this week that Stargate would initially invest $100 billion.
- MSN22/01 Bank of Japan will eventually raise interest rates to 1% - T. Rowe predicts
-T. Rowe Price predicted that the Bank of Japan could eventually raise its policy rate to 1%, putting upward pressure on Japanese government bond yields.
- MSN22/01 Bank of Japan to raise interest rates at this week's decision meeting, no market turmoil after Trump takes office
-The Bank of Japan is expected to decide on further interest rate hikes at its monetary policy meeting to be held on the 23rd and 24th. After the inauguration of US President Donald Trump on the 20th, there were no major turmoil in the financial markets, and the market has overcome its biggest peak.
- MSN22/01 [Japanese Market Conditions] Stocks rise significantly, related stocks rise across the board due to AI investment in the US - Yen falls
-Stocks rose significantly in the Japanese market on the 22nd. There was positive sentiment as US stocks rose mainly in economically sensitive industries and those related to artificial intelligence (AI). The yen is depreciating against the dollar.
- MSN21/01 Trump plans to hold meetings with Republican leaders and announce private investment on second day in office
-On the 21st, his second day in office, US President Trump started his day at the White House for the first time in four years. Following the first day in which he issued a number of executive orders, he is also planning a series of meetings and events to formulate a strategy for his second term.
- MSN21/01 [Japanese Market] Yen temporarily at its highest in a month, roughness over Trump tariffs - bonds rise
-In the Japanese market on the 21st, the yen temporarily rose to the low 154 yen level against the dollar, hitting a new high for the first time in a month. The yen has been supported by expectations that the Bank of Japan will raise interest rates further at its monetary policy meeting this week, amid wild price movements surrounding the tariff policies of President Donald Trump.
- MSN20/01 Merger proposal with TikTok US business, SoftBank G-funded Perplexity
-Perplexity AI, an artificial intelligence (AI) startup company invested by SoftBank Group, has entered into a partnership with ByteDance, the parent company of the Chinese video-sharing app TikTok, to connect TikTok's U.S. business. We proposed a merger and the establishment of a new company. This was revealed by a person familiar with the matter.
- MSN20/01 The Fed's next move will be to raise interest rates, with speculation emerging that it will go against expectations for further rate cuts.
-Hardcore bond traders are increasingly betting that the Federal Reserve's next move will be to raise rates rather than cut them, although this is highly unlikely.
- MSN20/01 President-elect Trump considers delaying enforcement of TikTok ban law for 90 days
-As a new law effectively banning the Chinese video-sharing app TikTok approaches in the United States, the incoming Trump administration has extended a helping hand to the app.
- MSN20/01 Japanese stocks rebound as US economic indicators beat expectations - buy electronics, etc.
-The Tokyo stock market is expected to rebound on the 20th. U.S. economic indicators released at the end of last week exceeded expectations, and buying is likely to prevail. The high price of tech stocks in the US market also strengthens investors' risk appetite. The continued depreciation of the yen is viewed favorably, and export-related stocks such as electronics and automobiles are likely to be
- MSN19/01 Fuji TV sponsors are increasingly withdrawing from Dai-ichi Life and Toyota due to the Nakai controversy
-There is a growing movement among companies to suspend the airing of their commercials on Fuji Television. In addition to Toyota Motor Corporation and NTT East Japan, it has also been revealed that Dai-ichi Life Insurance Co. has taken measures such as changing the content of commercials aired on Fuji TV.
- MSN18/01 [Japanese market conditions] Yen stalls after one-month high, stocks fall - bonds rise for a super long period
-In the Japanese market on the 17th, the yen temporarily hit a one-month high against the dollar. Amid growing expectations that an additional interest rate hike will be carried out at the Bank of Japan's monetary policy meeting scheduled for next week, dollar selling and yen buying took precedence as U.S. interest rates fell. Thereafter, the yen's growth was sluggish as there was widespread moveme
- MSN17/01 Honda revamps its personnel system, abolishing retirement age for highly skilled personnel and completely eliminating seniority-based compensation
-Honda announced on the 17th that it will review its personnel system, abolishing the retirement age for highly skilled personnel, and introducing a compensation system that is not based on seniority or a uniform system.
- MSN17/01 Intel stock soars, at one point up 9.5% due to some reports that Intel is a takeover target
-On the morning of the 17th, semiconductor manufacturer Intel soared on the U.S. stock market, rising 9.5% at one point. Technology news site Semi-Accurate reported that Intel is a takeover target.
- MSN17/01 Chinese hackers infiltrated the US Treasury Secretary's PC and accessed unclassified documents - officials
-When a group of hackers backed by the Chinese government broke into U.S. Treasury systems, they gained access to Treasury Secretary Janet Yellen's computer and accessed unclassified files, two people familiar with the matter said. .
- MSN17/01 Will the yen rise next week? Bank of Japan interest rates likely to rise - downside if Trump's speech is tumultuous
-The yen price is likely to rise next week. It is highly likely that the Bank of Japan will decide on additional interest rate hikes at its monetary policy meeting on the 24th. While the rise in US interest rates has come to a halt, some are pointing out that there is room for the yen to appreciate to around 153 yen to the dollar. However, there remains a risk that the yen will weaken if the market
- MSN17/01 Poor governance at Fuji TV's parent company, revealed by the Nakai scandal
-Poor governance in Japan's entertainment industry has once again come to light due to troubles caused by famous entertainers. The stock price of Fuji Television's parent company, which has been criticized for a series of scandals that have arisen amid calls for improvements in the quality of corporate governance, continues to slump.
- MSN17/01 Sales of Japanese-made semiconductor manufacturing equipment expected to increase by 5% in FY2025, with uncertainty in China
-On the 16th, the Semiconductor Equipment Association of Japan (SEAJ) announced a demand forecast that sales of Japanese equipment in fiscal 2025 will increase by 5% from the previous year to 4.659 trillion yen. The forecast as of July last year (4,677.4 billion yen) has been revised downward.
- MSN16/01 Bessent: China's economy is in recession - the world's most imbalanced economy
-Scott Bessent, who was nominated by President-elect Trump to be Secretary of the Treasury, said he believes the Chinese economy is in a recession, if not a depression.
- MSN16/01 Microsoft CEO talks with Trump over AI - Musk also present
-Microsoft CEO Satya Nadella discussed artificial intelligence (AI) and cybersecurity in a meeting with President-elect Trump and Elon Musk. Tech giants continue to try to make compromises with the next government.
- MSN16/01 Nikkei average rises, buying growth stocks as US inflation slows - expectations for Bank of Japan rate hike weigh on
-In the Tokyo stock market on the 16th, the Nikkei Stock Average rose. With the US consumer price index (CPI) confirming that inflation is slowing down and expectations for US interest rate cuts resurfacing, there has been buying, mainly in growth stocks such as semiconductors. In the United States, bank stocks with strong financial results are rising, and domestically, financial stocks such as sec
- MSN16/01 [Japanese Market] Yen rises on expectation of Bank of Japan interest rate hike in January - Bonds rise, stock growth sluggish
-In the Japanese market on the 16th, the yen rose as expectations grew that the Bank of Japan would raise interest rates at next week's monetary policy meeting. Bonds rose as expectations for a US interest rate cut resumed. Stocks were initially bought, but the margin of increase was reduced.
- MSN16/01 Extension of Trump tax cuts could disrupt US financial markets, Yellen warns
-Treasury Secretary Janet Yellen warned that the incoming Trump administration's plan to extend the 2017 tax cuts risks spooking financial markets and worsening the already difficult U.S. fiscal outlook.
- MSN16/01 Yen appreciation and dollar depreciation accelerate, rate of increase exceeds 1% - US CPI is conscious of narrowing the difference in interest rates between Japan and the US
-At the New York foreign exchange market on the morning of the 15th, the yen appreciated against the dollar, rising to the low 155 yen level at one point. This was in response to the US Consumer Price Index (CPI) indicating that inflation is slowing.
- MSN15/01 More tankers carrying Russian crude oil are stuck off the coast of China as US sanctions tighten
-An increasing number of oil tankers are stuck off the coast of China. The United States has imposed the toughest sanctions ever on Russian oil, causing trading companies, oil refiners and shipping companies to avoid buying Russian oil for fear of the sanctions.
- MSN15/01 Bank of Japan Governor Ueda declares decision to raise interest rates at next week's meeting - market expectations strengthen, yen continues to appreciate
-Bank of Japan Governor Kazuo Ueda announced on the 15th that at next week's monetary policy meeting, he will closely examine the new US administration's policies and wage trends during the spring labor union, and then decide whether to raise interest rates further. In the market, expectations for an interest rate hike at the meeting have become even stronger, and the yen is appreciating.
- MSN15/01 [Japanese Market Conditions] Yen rises, expectations for Bank of Japan interest rate hike grow stronger - Banks will buy stocks
-The yen rose in the Japanese market on the 15th. Following Vice Governor Norazo Himi's remarks the day before, expectations for further interest rate hikes by the Bank of Japan have increased following statements from Governor Kazuo Ueda, and buying is in the ascendant. Banks and other financial stocks are bought on the back of expectations for interest rate hikes, while bond futures sometimes sta
- MSN14/01 Strategies for stock investment in 2025 to prepare for a sharp decline without missing out on a rising market
-Investors entered 2025 with a difficult question. The challenge is how to protect yourself from potentially large risks without missing out on the booming stock market.
- MSN14/01 Three domestic non-life insurance companies suffer losses of over 90 billion yen due to Los Angeles wildfires - expert
-A wildfire that broke out near Los Angeles, California, on the 7th, is expected to cause losses for Japan's three major non-life insurance companies to exceed up to 90 billion yen.
- MSN14/01 Trump rally on the brink of extinction due to declining policy expectations and concerns about rising interest rates
-The rise in U.S. stock prices that began just before the election of President-elect Donald Trump is now disappearing as interest rates rise due to deep-rooted concerns about inflation. No one on Wall Street wanted such a round-trip ticket.
- MSN14/01 40-year government bond yield at record high level, interest rate hike expected, supply and demand concerns -2.755%
-The yield on 40-year government bonds has risen to an all-time high. Selling is predominant due to expectations of higher interest rates due to expectations of further interest rate hikes by the Bank of Japan, and concerns about a deterioration in supply and demand due to a series of auctions in the ultra-long-term zone.
- MSN14/01 Bonds fall, 40-year interest rates reach record high - Bank of Japan deputy governor's speech continues the decline
-Bond prices fell on the 14th. The yield on newly issued 40-year bonds rose to record highs, and the yield on newly issued 10-year bonds and the yield on newly issued 20-year bonds hit their highest levels since 2011. After Bank of Japan Deputy Governor Norazo Himi gave a speech, futures temporarily narrowed their decline, but selling has once again become dominant.
- MSN14/01 I would like to discuss and decide whether to raise interest rates at next week's meeting - Bank of Japan Deputy Governor Himino
-On the 14th, Bank of Japan Deputy Governor Himi Norazo announced that the Bank of Japan will discuss whether to raise interest rates further at next week's monetary policy meeting. He gave a lecture at the Kanagawa Prefecture Financial and Economic Conference held in Yokohama.
- MSN14/01 China considering selling TikTok's U.S. business to Musk - X may acquire management rights
-Chinese authorities are considering selling the U.S. business of TikTok, a short video posting app run by ByteDance, to billionaire businessman Elon Musk. There is. This was revealed by multiple people familiar with the situation.
- MSN13/01 Europe's largest pension plans to sell all Tesla holdings - disagrees with Musk's compensation
-Europe's largest pension fund sold its entire holding in Tesla, worth 571 million euros (approximately 92 billion yen), in the third quarter of last year. The reason for this was that he did not agree with CEO Elon Musk's compensation package.
- MSN13/01 U.S. steel companies Cliffs and Nucor consider acquisition of U.S. Steel - CNBC
-U.S. steel company Cleveland-Cliffs is considering joining forces with peer Nucor to acquire U.S. Steel. CNBC reported on the 13th, citing anonymous sources. Earlier this month, President Biden decided to block Nippon Steel's plan to acquire US Steel.
- MSN13/01 JPMorgan's Dimon says tariffs can help solve competition and security issues
-Jamie Dimon, CEO of JPMorgan Chase & Co., the largest U.S. bank, said that if used properly, tariffs could help solve problems such as unfair competition and national security. .
- MSN12/01 Nippon Steel's acquisition of US Steel, deadline for scrapping plan extended to June 18th
-Regarding Nippon Steel's plan to acquire US Steel, the Committee on Foreign Investment in the United States (CFIUS) has granted an extension of the deadline for scrapping the acquisition plan from February 2nd to June 18th following President Biden's order to halt the acquisition. . US Steel announced this in a statement. A spokesperson for Nippon Steel also confirmed in a telephone interview that
- MSN10/01 South Korea's largest opposition party's approval ratings plummet as President Yoon's arrest proves difficult - latest opinion poll
-The support ratings of the main opposition party, the Democratic Party of Korea, which has been leading the impeachment effort against South Korean President Yun Seok-Yeol, have plummeted. Investigators are having trouble detaining Yoon.
- MSN10/01 Stock price of Indian IT giant TCS soars, forecasting increase in information technology spending
-The stock price of India's Tata Consultancy Services (TCS) rose. It was well-received for predicting an increase in information technology (IT) spending by businesses and suggesting that the slowdown in the IT industry is nearing an end.
- MSN10/01 [Japanese market] Stocks continue to fall, long-term interest rates rise further ahead of US employment statistics - yen also weak
-On the 10th, stocks fell for the third day in a row in the Japanese market. In addition to Fast Retailing, where concerns about its business in China reignited, selling of bank stocks, which had continued to rise since the beginning of the year, pushed down the market.
- MSN09/01 European companies expanding into China are becoming increasingly “siloed” – collaboration between headquarters and other regions is decreasing
-Pressure from authorities to increase local production has led European companies operating in China to complete their operations within China rather than linking up with other parts of the world. They say they tend to sacrifice efficiency and lose their global advantage. This was revealed in a report released on the 9th by the European Union (EU) Chamber of Commerce in China, which includes many
- MSN09/01 McConnell says ``Nippon Steel is not the enemy,'' criticizes current administration's efforts to block takeover - Contributed to US newspaper
-McConnell, who served as the Republican leader for many years in the U.S. Senate until last year, wrote in an article for the Wall Street Journal (WSJ) on the 8th that he criticized President Biden's decision to block Nippon Steel's acquisition of U.S. Steel. They criticized it for prioritizing political considerations for unions and undermining the stability of U.S. economic and national security
- MSN09/01 An ominous sense of déjà vu as bond yields soar, similar to 2022 and 2023, when stock prices plummeted
-Bond yields have soared, approaching conditions that once caused stock prices to fall. As a result, there is a view that there is room for stock prices to fall.
- MSN09/01 [Japanese Market Conditions] Bonds fall, US economic indicators are strong and expectations for interest rate cuts recede - Stocks fall
-Bonds fell in the Japanese market on the 8th. The yield on newly issued 10-year government bonds, an indicator of long-term interest rates, has hit a new high for the first time in about 13 and a half years. The sell-off was prompted by economic indicators released in the United States that exceeded expectations and interest rates are rising as expectations for interest rate cuts subside. Stocks f
- MSN08/01 China updates subsidy system for passenger car replacement – applies to hybrid cars and EVs
-China has updated its system to provide subsidies of up to 20,000 yuan (approximately 430,000 yen) for the purchase of a new car, in order to support sales of fuel-efficient vehicles such as electric vehicles (EVs) and hybrid vehicles.
- MSN08/01 Long-term interest rates reach the highest level in 13 and a half years, US interest rates rise further - BOJ operations result in weak outlook
-Bond prices fell on the 8th. The yield on newly issued 10-year government bonds, an indicator of long-term interest rates, has hit a new high for the first time in about 13 and a half years. Pressure to raise interest rates has increased following the release of better-than-expected economic data in the United States, and weak results from the Bank of Japan's government bond purchases have also le
- MSN08/01 Japanese stocks fall; strong US economic indicators push back on expectations for interest rate cuts - cheap electronics and insurance
-The Tokyo stock market fell on the 8th. The non-manufacturing business index and purchase price index released by the Institute for Supply Management (ISM) rose in December last year, reducing expectations for an interest rate cut and dampening investor sentiment. Electronics stocks were sold off as tech stocks were cheap in the US market, and insurance and real estate stocks also fell.
- MSN07/01 McDonald's also takes down DEI signboards; companies succumb to maintenance pressure
-McDonald's, the world's largest restaurant chain, has joined a growing number of major companies rethinking their approaches to diversity, equity and inclusion (DEI). The strategy, once a universal goal, is on the wane under pressure from conservatives.
- MSN07/01 Toyota stock skyrockets as Nvidia develops next-generation vehicles using semiconductors
-Toyota Motor Corporation's stock price soared 3.9% at one point. The announcement by Jensen Huang, CEO of Nvidia, a major U.S. semiconductor company focused on artificial intelligence (AI), that Toyota will become a customer for AI products for self-driving cars was seen as a factor.
- MSN06/01 Taiyo HD considers business integration with DIC, JIP may cooperate - officials
-It has been learned that chemical manufacturer Taiyo Holdings (HD) is considering business integration with fellow company DIC. This was revealed by multiple officials.
- MSN06/01 A financial expert predicts the highest stock prices towards the end of the year - Expectations for a full-fledged break from deflation
-A gathering for the securities and banking industries was held in Tokyo on the 6th, and top securities executives predicted that Japanese stock prices would reach new highs through the end of the year. On the other hand, some said that the political risks posed by the inauguration of US President-elect Donald Trump are a cause for concern.
- MSN06/01 Japanese stocks overcome Trump risk and reach new highs in 2025 - Strategist
-Japanese stocks are expected to rise in 2025. Strategists say corporate governance reforms and solid business performance will support the market despite pressure from factors that could affect bonds and currencies, such as the Bank of Japan's interest rate hike and the start of the new Trump administration in the United States. I'm watching.
- MSN05/01 People's Bank of China announces increased support for technological innovation and consumption stimulation - part of growth promotion measures
-The People's Bank of China (Central Bank) said it will step up financial support for technological innovation and consumption stimulation. This will be part of sustained efforts to restore economic growth.
- MSN05/01 Is Japan a threat? - The meaning of “national security” questioned by the US Steel issue
-For months, U.S. Steel had argued that a sale to Nippon Steel was the only way to survive. But US President Biden thinks differently, concluding that even acquisitions by companies based in Japan, an ally, are not enough to address national security concerns.
- MSN04/01 President Biden to ban new oil drilling along U.S. coasts - official
-US President Biden plans to order a ban on new offshore oil and gas development on about 625 million acres (about 2.53 million square kilometers) of the US coast. It also eliminates the possibility of selling mining rights in the eastern Gulf of Mexico as well as the Atlantic and Pacific waters.
- MSN04/01 China expands replacement subsidy system to include smartphones - aiming to stimulate domestic consumption
-China will expand its consumer replacement subsidy system to include electronic devices such as smartphones. Amid growing headwinds from overseas, the company aims to stimulate domestic consumption.
- MSN03/01 U.S. reserve balances plummet, falling below $3 trillion - year-end factors and QT impact
-The balance of reserve deposits in the banking system, which the U.S. Federal Reserve uses as a basis for deciding whether to continue shrinking its balance sheet, has fallen below $3 trillion (approximately 470 trillion yen), the lowest level since October 2020. It became.
- MSN03/01 Chinese yuan falls by more than 7.3 yuan to 1 dollar - authorities may allow further depreciation
-The Chinese yuan sold against the dollar in the mainland market on the 3rd, depreciating by more than 7.3 yuan to the dollar for the first time since late 2023.
- MSN03/01 China plans to restrict exports of battery parts manufacturing and mineral processing technology - trade tensions impact
-China plans to tighten export controls on certain technologies for manufacturing battery parts and the processing of two important minerals. This is against the backdrop of intensifying global trade friction.
- MSN03/01 China's BYD approaches Tesla in annual EV sales - momentum continues
-BYD, a Chinese electric vehicle (EV) manufacturer, sold 4.25 million passenger cars in 2024. This was an increase of 41% compared to the previous year.
- MSN03/01 Morgan Stanley also announces withdrawal from banking industry climate change group
-Morgan Stanley has announced that it will withdraw from an international banking group aimed at combating climate change. On Wall Street, financial institutions are leaving the group one after another.
- MSN03/01 South Korean authorities begin executing arrest warrant for President Yoon - investigation team arrives at official residence
-On the morning of the 3rd, the Joint Investigation Headquarters, which is investigating South Korean President Yun Seok-Yeol on suspicion of civil war, moved to execute an arrest warrant against Yun. Protesters have gathered near the presidential residence to try to prevent the arrest.
- MSN03/01 Germany's electricity trading price temporarily goes negative, as demand exceeds demand due to rapid increase in wind power supply
-German electricity prices temporarily turned negative on the 2nd. Similar situations are occurring more frequently in Europe due to the expansion of renewable energy.
- MSN02/01 Musk calls for a snap election in the UK - remarks on intervention in allies following Germany
-Elon Musk, CEO of US electric vehicle manufacturer Tesla, has called for the UK parliament to be dissolved and a general election to be held. It appears that the next U.S. Trump administration will pose yet another source of trouble for the Starmer British administration.
- MSN02/01 Chinese stocks have the biggest year-to-date decline since 2016 - closing down 2.9%
-Chinese stocks have had their worst start to the year in nearly a decade. Investors are bracing for economic uncertainty after weaker-than-expected manufacturing data and the prospect of additional tariffs.
- MSN02/01 Private indicators show slowdown in expansion of China's manufacturing industry - slump in exports is a hindrance
-The pace of expansion of manufacturing activity in China slowed in December last year. Investors are hoping for further economic stimulus with the inauguration of US President-elect Donald Trump, who plans to impose additional tariffs on imports from China.
- MSN01/01 Concerns about Europe's energy security grow - Suspension of Russian gas supply via Ukraine
-The supply of Russian natural gas to Europe via Ukraine has been suspended. Concerns about Europe's energy security are growing as the pace of depletion of gas stocks accelerates.
- MSN01/01 Mazda has record-breaking year due to strong demand - U.S. sales growth momentum expected to continue
-Mazda is coming off a strong year despite the overall slump in the automobile market. Although the company doesn't have fully electric vehicles (EVs) in its product lineup, Tom Donnelly, head of U.S. operations, expects this momentum to continue into 2025.
- MSN31/12 Nippon Steel's new proposal gives the U.S. veto power over reductions in U.S. Steel's production capacity - W Post
-Nippon Steel has given the U.S. government a veto over U.S. Steel's production capacity cuts. This was reported by the American newspaper The Washington Post.
- MSN31/12 China's manufacturing activity expands for third consecutive month - hopes to achieve growth rate target
-China's manufacturing activity expanded for the third consecutive month. Expectations are rising that China's economy will meet this year's growth target following stimulus measures from authorities.
- MSN31/12 Ukraine threatens to lose all occupied Russian territory within months - US official
-Ukrainian forces launched a surprise cross-border attack on Russia this summer, seizing part of the country's Kursk region, but have lost about half of it so far. U.S. officials say the remaining occupied territory could be retaken in the coming months. If that happens, Ukraine will lose an important card in peace negotiations with Russia.
- MSN30/12 Gold prices set for one of the largest annual increases of the century - Standing out in a mixed metals market
-Gold prices have risen 27% this year, on track to record one of the biggest annual increases this century. It's been helped by U.S. monetary easing, lingering geopolitical risks and a wave of central bank purchases.
- MSN30/12 [Japanese Market Conditions] Stocks fall, large profit-taking sell-offs dominate - yen temporarily at 158 yen level
-Stocks fell on the Japanese market on the 30th, the last trading day of 2024. Ahead of the year-end and New Year holidays, selling was predominant, mainly in export-related stocks such as electronics and automobiles. Bond prices rose, and the yen exchange rate briefly fell to the 158 yen level to the dollar.
- MSN30/12 Mystery of bird strike and landing gear failure focuses on South Korean passenger plane crash
-Investigators investigating the cause of South Korea's worst passenger plane crash in history are focusing their investigation on the ``bird strike,'' when a bird collided with the plane immediately before the accident, and on an abnormality in the landing gear.
- MSN30/12 Nissan stock continues to fall sharply, with unstable price movements continuing - Reaction to the sharp rise in stock prices is likely to occur
-Nissan Motor Co., Ltd.'s stock price continued to fall sharply on the Tokyo stock market on the 30th, with unstable price movements continuing. Against a backdrop of uncertainty about the investment ratio of the joint holding company that is in talks with Honda to establish and the ability to carry out restructuring, it is likely that there will be a rebound after the sudden rise in prices.
- MSN30/12 Nikkei Stock Average likely to hit year-end high for the first time in 35 years, ending a year of record ranges
-The Nikkei Stock Average is likely to hit a new year-end all-time high for the first time in 35 years as it enters the final trading day of this year with a record range.
- MSN30/12 Azerbaijani president says Russia attacks 'accidentally' - passenger plane crashes
-On the 29th, President Aliyev of Azerbaijan stated on state television AZTV that the crash of an Azerbaijan Airlines passenger plane on the 25th was an "accidental" attack by Russia. We are calling on Russia to accept responsibility for the accident.
- MSN29/12 Trump supports work visas for highly skilled workers: ``It's a great program''
-President-elect Donald Trump has weighed in on the immigration debate that has divided his supporters, saying he supports a visa program for high-skilled workers. Elon Musk, the businessman who will be in charge of running the Department of Government Efficiency in the next administration, is a strong advocate of work visas for professional engineers.
- MSN29/12 North Korean leader Kim Jong-un tells the US that he will take an "ultra-hard response strategy" at an important meeting of the Workers' Party of Korea, local media reports
-Local media reported that North Korean leader Kim Jong-un announced at an important meeting of the Workers' Party of Korea that he would adopt an "ultra-hard response strategy" against the United States. On the morning of the 29th, Korean Central Television reported that an expanded general meeting of the Party Central Committee was held from December 23rd to 27th to decide on important strategies
- MSN29/12 Canadian cabinet meets with incoming commerce secretary and others at Trump's private residence to discuss border issues
-Two cabinet ministers from Canada's Trudeau administration traveled to Florida to meet with members of President-elect Donald Trump's team. The aim is to convince Americans that the U.S.-Canada border is safe and that additional tariffs are unnecessary.
- MSN28/12 Momentum investing shows signs of fraying, after a year of record returns
-Despite the hoopla over the Trump trade and enthusiasm for artificial intelligence, 2024 was a difficult year to make profits in many markets. Even the trades that have propped up U.S. stocks are showing signs of fraying.
- MSN28/12 Long-term interest rates exceed 1.1%; expectations for further BOJ rate hike persist - highest level in 13 years
-Long-term interest rates exceeded 1.1%, the highest level in about 13 years. Expectations for further interest rate hikes by the Bank of Japan led to strong expectations for higher interest rates, and the year-end adjustment in holdings also led to strong selling.
- MSN28/12 The dollar strengthens significantly for the first time in nine years, boosted by lower expectations for a US interest rate cut and the prospect of tougher tariffs.
-The dollar is on track to make its biggest annual rise in nearly a decade. Dollar buying continues as the strength of the US economy dampens expectations for a US interest rate cut and President-elect Donald Trump threatens to raise tariffs.
- MSN27/12 The profit and loss of Nissan's "rescue" as seen by Mr. Honda Mibe, and the decision to accelerate the transition to EVs
-"strict"-. At a press conference on the 23rd announcing plans to establish a holding company with Nissan Motor Co., Ltd., Honda President Toshihiro Mibe was asked what and when he felt attracted to the other person, and he seemed to have a little trouble finding the right words. It was.
- MSN27/12 Sumitomo Mitsui FG's net profit for next fiscal year to exceed 1.2 trillion yen, favorable domestic and overseas earnings environment - President Nakajima
-Sumitomo Mitsui Financial Group (FG) aims to achieve a record high of over 1.2 trillion yen in consolidated net income for the next fiscal year (ending March 2026). In an interview with Bloomberg, President Tatsu Nakajima revealed his intention to build up profits domestically and overseas to achieve this goal.
- MSN27/12 Nissan stock drops sharply for the first time in 26 years, speculation over investment ratio with Honda - also feeling overheated
-Nissan Motor Co.'s stock price plummeted by 15% at one point, marking the lowest intraday decline since 1998. Stock prices continue to be volatile as the market focuses on the stake in the holding company that Honda is in talks to establish.
- MSN26/12 Bank of Japan estimates the financial impact of raising interest rates, even with a policy rate of 2%, we will not become insolvent
-On the 26th, as the Bank of Japan moves forward with the normalization of monetary policy, it released an estimate of the impact that a hike in policy interest rates and an accompanying rise in market interest rates would have on the Bank of Japan's finances based on certain assumptions. The company says it has confirmed that it will not become insolvent even under strict assumptions such as the p
- MSN26/12 Bitcoin takes a turn for the worse - voices warn of wild swings ahead of the weekend
-Crypto asset (virtual currency) Bitcoin has fallen sharply as of the morning of the 26th New York time. The stock was rising by Asian time, as the announcement by MicroStrategy, an active investor in Bitcoin, announced plans to issue additional shares.
- MSN26/12 Continued buying of Toyota shares, expecting to double ROE target - focus on strengthening shareholder returns
-Toyota Motor Corporation stock rose 6.1% in trading on the 26th. The stock has continued to grow significantly due to buying following the news the day before that it would double its return on equity (ROE) target.
- MSN26/12 Honda and Nissan expected to be overtaken by BYD in annual sales volume - unable to win on their own
-Honda and Nissan announced on the 25th that their cumulative global sales for the January-November period were approximately 3.43 million units and 3.06 million units, respectively. By contrast, BYD's sales volume during the same period was approximately 3.76 million units, and it is almost certain that it will overtake the two Japanese companies.
- MSN26/12 Japan's GDP falls to 5th in the world, while the US and China remain in the top two - British think tank
-The Center for Economics and Business Research (CEBR), a British think tank, has predicted that Japan's gross domestic product (GDP) will fall to fifth place in the world in 2039.
- MSN25/12 [Japanese Market Conditions] Yen falls, Bank of Japan Governor's dovish stance remains - bonds rise
-In the Japanese market on the 25th, the yen fell to the low 157 yen level to the dollar. Bank of Japan Governor Kazuo Ueda's speech in the afternoon was perceived to be a cautious dovish stance on further interest rate hikes, following his press conference last week. Bonds are rising. Stocks also turned higher and ended the day.
- MSN25/12 Japanese stocks fall, selling on large stocks such as financials and automobiles - pay attention to Bank of Japan Governor's speech
-The Tokyo stock market fell on the 25th. Selling of auto and financial stocks is pushing down the market. With an increasing number of market participants, mainly from overseas, going on vacation, the decline in large-cap stocks is noticeable, with prices of electronics and trading companies also falling.
- MSN24/12 American Airlines suspends all flights in the US - FAA
-American Airlines has suspended all flights in the United States. We followed the recommendations of the US Federal Aviation Administration (FAA).
- MSN24/12 Honda stock soars, positive view of huge share buyback - financial concerns eased
-Honda shares rose 17% from the previous day to 1,495 yen in trading on the 24th, marking the highest intraday increase since August 6th. The company's announcement that it will carry out a huge share buyback in 2025 ahead of establishing a joint holding company with Nissan Motor Co., Ltd. has been well-received.
- MSN24/12 Bank of Japan Governor's cautious stance on interest rate hikes, fear that normalization logic may be undermined by yen depreciation
-Bank of Japan Governor Kazuo Ueda has taken a cautious stance on raising interest rates, and the yen's depreciation trend is strengthening again. If the decline continues, there is a risk that the Bank of Japan's logic of normalizing monetary policy in line with the economy and prices will be undermined.
- MSN24/12 Japanese stocks are high in semiconductors and banks, low in real estate, information and communications - index lacks direction
-In the Tokyo stock market on the 24th, the stock index was hovering around the previous day's closing price. The purchase of large technology stocks in the US and the depreciation of the yen were positive, and materials stocks such as semiconductor-related, automobile, and steel performed well. Bank stocks are also high due to rising US interest rates. On the other hand, some sectors related to do
- MSN23/12 Trump once again shows interest in purchasing Greenland - points out it is important for security reasons
-President-elect Donald Trump has indicated that he remains interested in purchasing the Danish territory of Greenland, saying that U.S. ownership and control of the island is "absolutely necessary for our national security." .
- MSN23/12 Hedge funds assume 165 yen - flooded with options for 5% rise in dollar yen
-Leveraged funds have turned bullish on the dollar-yen market, rushing to set up positions in anticipation of up to 5% appreciation in the coming months.
- MSN23/12 Honda enters business integration negotiations with Nissan, including share buyback for up to 1.1 trillion yen
-Honda and Nissan Motors announced on the 23rd that they will begin considering business integration. If realized, it would create the world's third-largest automobile group in terms of sales volume. At the same time, Honda also announced that it would buy back 23.7% of its total outstanding shares, or up to 1.1 trillion yen.
- MSN23/12 Honda and Nissan reach final agreement for business integration in June 2025 - NHK
-NHK reported on the 23rd, based on sources involved, that Honda and Nissan Motors aim to reach a final agreement in June 2025 regarding business integration.
- MSN22/12 Trump demands reduction in Panama Canal tolls - if not returned to US
-President-elect Donald Trump said on the 21st that the Panama Canal imposes "exorbitant tolls" on American warships and commercial ships. They demanded lower tolls or else Panama should return the canal to the United States.
- MSN21/12 U.S. Senate passes latest bridge budget bill – sent to President Biden
-In the early hours of the 21st, the U.S. Senate voted on a new bridge budget bill and passed it. The budget bill has already passed the House of Representatives on the night of the 20th and will be sent to President Biden.
- MSN20/12 The yen expands against the dollar, in the mid-156 yen range to the dollar - after the release of PCE statistics
-In the New York foreign exchange market on the morning of the 20th, the yen rose further against the dollar after the personal consumption expenditure (PCE) price index was announced. 1 dollar = mid 156 yen.
- MSN20/12 ``Nissan is in a panic'', says Ghosn regarding negotiations with Honda
-Carlos Ghosn, former chairman of Nissan Motor Co., said that Nissan is "in a state of panic" regarding merger negotiations with Honda.
- MSN20/12 JR Kyushu president withdraws from Japan-Korea route ``No final decision has been made'' ``Queen Beetle'' flooded to cover up, complete repair difficult Fukuoka
-JR Kyushu President Yoji Furumiya expressed the view that it would be difficult to completely repair the high-speed ship "Queen Beetle", which had been covered up for flooding, to prevent it from flooding in the future. However, he stated that he has not made a final decision on withdrawing from the Japan-South Korea route. The Queen Beetle, a high-speed ferry that connects Fukuoka and Busan, Sout
- MSN20/12 South Korean won depreciates, reaching the level at which pension funds are forced to sell foreign currencies - sources
-The South Korean won's depreciation widened in trading on the 19th, reaching a level that would trigger the forced sale of up to $50 billion (approximately 7.86 trillion yen) of foreign currency assets by the country's pension fund. This was revealed by a person familiar with the matter.
- MSN19/12 Yen depreciates further due to postponement of Bank of Japan interest rate hike, but strategists predict a return to carry
-As the Bank of Japan decided not to raise additional interest rates at its monetary policy meeting on the 19th, strategists revived the carry trade of selling yen, which has relatively low interest rates, and buying high-interest currencies, and the yen depreciated further in the foreign exchange market. It has been pointed out that there is a possibility that The Bank of Japan's statement is also
- MSN18/12 U.S. Federal Reserve expects to cut interest rates in three consecutive meetings - statement hints at a pause in the near future
-The US financial authorities are likely to decide on a rate cut at the Federal Open Market Committee (FOMC) meeting on the 17th and 18th, the third consecutive meeting since the start of monetary easing in September. In that case, the target range for the federal funds rate is expected to be lowered by 0.25 points to 4.25-4.5%.
- MSN18/12 Lapidus begins installation of ASML exposure equipment at new factory in Chitose City
-On the 18th, Rapidus announced that work has begun on transporting and installing extreme ultraviolet (EUV) exposure equipment from ASML Holding of the Netherlands, which is essential for the production of next-generation semiconductors, at its new factory in Chitose, Hokkaido.
- MSN18/12 Biden administration to launch trade investigation into Chinese semiconductors in coming days
-The Biden administration will launch a trade investigation into Chinese semiconductors in the coming days. It's part of an effort to reduce reliance on technology that U.S. authorities consider to pose a national security risk.
- MSN18/12 Taiwan's Hon Hai informs Nissan of its intention to acquire the company, considering acquisition of management rights - sources involved
-Hon Hai Precision Industry Co., Ltd. of Taiwan has announced its intention to invest in Nissan Motor Co., Ltd., which is suffering from financial difficulties, with the aim of acquiring management rights. This was revealed by a person familiar with the matter.
- MSN18/12 US Bain to acquire Fujisoft “without consent”, counter TOB against KKR
-Bain Capital of the United States announced on the 18th that its tender offer (TOB) for Fujisoft will no longer require the company's consent as a prerequisite. If realized, it would be an unprecedented acquisition by a global private equity (PE) fund without consent.
- MSN17/12 FOMC says it would be wise to pause further rate cuts - Editorial
-Investors believe that recent inflation data has given the Federal Open Market Committee (FOMC) the green light to cut interest rates by another 25 basis points (bp, 1bp = 0.01%). However, the FOMC would be wise to wait a while. Further rate cuts will probably be necessary in 2025, but a pause makes sense now.
- MSN17/12 Largest ever capital outflow from Chinese financial market - due to US tariff risk
-Last month saw the largest outflow of funds from China's financial markets on record. The US' plans to raise tariffs pose further risks to China.
- MSN17/12 Softbank Son plans to invest over 15 trillion yen in the US over 4 years - Trump announces
-President-elect Trump announced that the SoftBank Group plans to invest $100 billion (approximately 15.4 trillion yen) in the United States over the next four years.
- MSN16/12 Huge interest burden looms large for emerging market countries, facing headwinds for next year with uncertain outlook
-Emerging market economies already have to contend with rising interest payments in what is expected to be a tumultuous 2025. The amount of debt has more than doubled in the past 10 years, reaching $29 trillion (approximately 4,460 trillion yen).
- MSN14/12 Moody's lowers France's credit rating, citing concerns about fiscal deterioration
-Moody's Ratings has downgraded France's credit rating to Aa3. The previous rating was "Aa2". France is in deep political turmoil due to conflicts over reducing the budget deficit, and on the 13th, François Bayles became the fourth prime minister in the past year.
- MSN14/12 Super Micro appoints Evercore to raise funds, aiming to avoid delisting
-Super Micro Computer (SMCI), an ailing US server manufacturer, is working to raise funds with Evercore's support in order to strengthen its financial base. This was revealed by multiple people familiar with the situation.
- MSN14/12 Does Trump want to meet Akie Abe before she takes office? The letters she kept sending him The secret story revealed by Iwata, a reporter who followed former Prime Minister Abe for over 20 years.
-According to CNN, Akie, the wife of the late former Prime Minister Shinzo Abe, is planning a dinner party with Trump at his home this weekend. The two reportedly speak on the phone regularly, so this dinner was planned as a result of a direct conversation between the two. Journalist Akiko Iwata, who worked as former Prime Minister Abe's "cover reporter" for more than 20 years, said that for Mr. Tr
- MSN14/12 China's credit growth slows unexpectedly - highlighting weak demand for funds
-Credit growth unexpectedly slowed in China in November, highlighting weak demand for funds. It seems that government bond issuance and economic stimulus measures are not having a positive effect.
- MSN13/12 The end of the deep value era, and the second stage of the Japanese stock governance reform market
-The Japanese stock market has been at a turning point for nearly two years, with market trends buoyed by expectations for corporate governance reform. This is because investors are now looking more closely at stocks to assess their ability to execute, and the period of simply buying deep value stocks is thought to be over.
- MSN13/12 Trump uses aid to Ukraine as leverage in negotiations with Russia
-President-elect Trump has indicated that he intends to use U.S. aid to Ukraine as leverage against Russia in negotiations to end the war. Remarks in an interview with US magazine Time.
- MSN11/12 Chinese stocks and renminbi fall - Expectations for the Central Economic Work Conference decline
-In the mainland Chinese market on the 11th, stock prices and the renminbi fell. The Central Economic Work Conference, which is expected to be held for two days until the 12th, will focus on economic management policies for 2025, but the Communist Party leadership, looking ahead to the possibility of a trade war with the United States, will come up with powerful growth stimulus measures as promised
- MSN11/12 Japanese stock investors prepare for Trump's trade war, hints at strong performance in domestic demand stocks
-Stock investors are already trying to protect themselves from the trade war that is expected to be triggered by U.S. President-elect Donald Trump, who will be inaugurated in January next year, and domestic demand-related stocks have recently outperformed export-related stocks in the Japanese stock market. are.
- MSN