[東京 3日 ロイター] - きょうの東京株式市場で日経平均株価は、強含みの展
開が想定されている。前日の米国市場で主要3指数がそろって上昇したことや、為替の円
安が支援材料となる。日本株は買いが先行するとみられ、輸出関連やバリュー(割安)株
が物色対象となりそうだ。週末を前に、買い一巡後は徐々に膠着感が強まるとみられる。
日経平均の予想レンジは2万7500円─2万7800円。
前営業日終値 昨年来高値 昨年来安値
日経平均 27498.87 29388.16 24681.74
-17.66 2022/1/5 2022/3/9
シカゴ日経平均先物当 27705(円建
限 て)
Derivatives
Correction-today’s stock outlook = solid, supported by yen depreciation Bank of Japan revision caution continues | Reuters
(予想レンジの水準を「2万6600円―2万6900円」から「2万7600円―2万
7900円」に訂正します)
[東京 7日 ロイター] - きょうの東京株式市場で日経平均株価は、底堅い
展開が想定されている。前日の米国市場では雇用統計後の金利上昇傾向が続いて株価は下
落したが、ドル高/円安となったことが日本株を支援しそうだ。日銀の政策修正に対する
過度な警戒感が緩和する地合いが継続するとみられている。
日経平均の予想レンジは2万7600円―2万7900円。(訂正)
前営業日終 昨年来高 昨年来安
値 値 値
日経平均 27693.65 29388.16 24681.74
+184.19 2022/01/0 2022/03/0
5 9
シカゴ日経平均先物 27685(円建
当限 て)
Today’s stock outlook = conflict, look ahead to the results of the Bank of Japan meeting tomorrow | Reuters
TOKYO (Reuters) – Today’s Tokyo stock market is expected to see the Nikkei stock average struggle. With the US market closed on the previous day and lacking clues, buying is expected in anticipation of a self-sustaining rebound from the previous day’s decline. On the other hand, with the announcement of the results of the Bank of Japan’s monetary policy meeting tomorrow, it is expected that the situation will gradually increase.
The expected range for the Nikkei Stock Average is 25,700-26,000 yen.
Stock prices continued to rise in the European market on the previous day. The STOXX Europe 600 Index rose 0.5% to 454.6, the highest since April last year. With the warm winter in Europe since the end of last year, expectations are rising for an alleviation of the energy crisis triggered by Russia’s invasion of Ukraine. Sales were thin due to the rice market being closed.
The Nikkei Stock Average has fallen by more than 600 yen since the previous day, and “it wouldn’t be strange if it rose by about 100 yen due to a sense of caution against falling too low,” said Mitsunari Akino, director of Ichiyoshi Asset Management. . Rising European stock prices and a pause in the yen’s appreciation are also likely to support the market.
On the other hand, due to the lack of clues, the Bank of Japan’s monetary policy meeting is scheduled until tomorrow. Ahead of tomorrow’s announcement of the results, “There is no way to move,” said a domestic securities strategist. Thin trading is expected, and it is considered to be easily swayed by futures trends.
In China, October-December 2022 GDP, December retail sales, and industrial production will be announced. In the United States, the NY State Manufacturing Index will be announced in January, and Morgan Stanley and Goldman Sachs will announce their financial results.
*Added content
Closing price of the previous business day Highest price since last year Low price since last year
Nikkei Average 25822.32 29388.16 24681.74
-297.20 2022/01/0 2022/03/0
5 9
Today’s Equity Outlook = Weak, Choppy on US Economy Worries Ahead of BOJ Governor’s Conference | Reuters
TOKYO (Reuters) – The Tokyo stock market on Thursday is expected to see a weak run for the Nikkei stock average. The previous day’s US stock market is expected to start selling early, following the trend of continued economic worries and declines in the three major indexes. Today the announcement of the results of the Bank of Japan’s monetary policy meeting and the governor’s press conference are ahead, so choppy price movements are expected.
The expected range for the Nikkei average is 27,000-27,350 yen.
In the American stock market the day before, the three main indices fell for four consecutive days. Fears that aggressive interest rate hikes by the US Federal Reserve to curb inflation could lead to a recession pushed the index lower.
Today’s Nikkei stock average should be soft, following the downtrend in the US stock market. Yutaka Miura, senior technical analyst at Mizuho Securities, said, “The open should start with a decline as US equities fell.
In the US stock market the day before, high-tech stocks were weak due to rising US long-term interest rates, so Japanese stocks, mainly semiconductor-related stocks, are expected to be sold first. A strategist from a domestic securities company said, “The price has continued to fall until the day before, and it seems likely that buying cheap will support the market around the psychological 27,000 yen mark.”
After the end of the round, the Bank of Japan meeting and the governor’s press conference will be held, and “aggressive trading may be limited,” he said. With some reports that the joint government and Bank of Japan statement will be revised, the market is paying attention to Governor Kuroda’s remarks. Continuing from the previous day, it is believed that banking stocks are likely to be driven out by speculation.
Today, the US will release the housing start for November and the EU will release the current account balance for October.
*Added content
Previous business day’s closing price Year-to-date high price Year-to-date low price
Nikkei Average 27237.64 29388.16 24681.74
-289.48 2022/1/5 2022/3/9
Chicago Nikkei Stock Average Futures 27170 (denominated in yen)
US interest rate hike observed 0.25% next February CPI received by money market | Reuters
[13日 ロイター] – The US Department of Labor’s November Consumer Price Index (CPI) fueled speculation in money markets that the US Federal Reserve (Fed) will further slow the pace of rate hikes as early as next year .
The Fed is expected to decide on a 0.50 percentage point hike at this week’s Federal Open Market Committee (FOMC) meeting, but Federal Funds (FF) rate futures are currently set for a rate hike to be decided at the meeting of the FOMC next February. it incorporates a 50% probability of a 0.25 percentage point spread and the idea that the terminal rate of interest rates will not exceed 4.5% to 4.75%.
Before the release of the CPI data, the expected rate hike in February next year was 0.50 percentage point.
The seasonally adjusted CPI fell to 7.1% in November from 7.7% in October, its lowest since December 2021. The most recent annual peak was 9.1% in June, the largest increase since November 1981.