Stock Talk Market on the 2nd, Nikkei futures outlook【Selling-led but supply and demand favor high-priced tech, ongoing reorganizations not limited to regional banks】
Hello! This is Sakaguchi from Kabu Talk.
Today’s main points of interest (October 2, Tokyo), headlines to watch, and today’s musts.
Dollar/Yen: In the CFTC futures positioning, the net short in yen (net sellers) remains 76,414 contracts; a reversal move appears to be favored.
US long-term treasury yields: US 10-year yield remains at 5.240%.
Semiconductor SOX index: 12,829.000 (Doors from previous day +200.376, +1.58%), showing solid performance.
Volume (225 futures) on the Osaka Exchange after-hours trading: 14,488 contracts. The balance of buy-to-cover (short-cover) positions has drastically reduced from the previous day to 970 billion 6,000 million shares..
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Market outlook for October 2