Stock Talk This Week, Market on the 31st, Nikkei Average Futures Outlook [In September 2026, it will be a survival game unlike the previous frenzy]
Hello! This is Sakaguchi from Stock Talk.
Today's main points of interest (the 31st Tokyo, the 31st New York) and headlines to watch
Whether the relative strength of TOPIX futures against Nikkei 225 futures will be maintained
Whether buying will continue in banks, insurance, services, and transportation equipment
Whether selling in semiconductor stocks centered on 285A and Kioxia Holdings will spread to other electrical machinery stocks
Whether arbitrage unwinding sales and futures volume will increase when falling below 65,578 yen
Based on the dollar/yen at 160.10–11 and the domestic 10-year JGB yield at 2.920%, pay close attention to the relative strength of export stocks and financial stocks