Stock Talk This Week, the Market on the 24th, Nikkei Average Futures Outlook [Strong earnings, a week where price rises cannot be taken at face value]
Hello! This is Sakaguchi from Kabu Talk.
Today’s main points of interest (including Tokyo on the 25th and New York on the 24th) and headlines to watch out for
Banks and Insurance
The rise in long-term interest rates in Japan and the United States, the rise in U.S. financial stocks, and whether the broad-based gains in the banking and insurance sector on August 21 will continue.
As long as TOPIX futures stay around 4,050 points, declines in financial stocks may be more pronounced than in the Nikkei average.
Shipping, Trading, and Resources
If selling pressure continues in the afternoon due to daily price movements, it could indicate ongoing capital rotation rather than just a short-covering rally.
Semiconductors — will selective depth intensify?