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株トーク・坂口隆信
10/13/2026 19:04
Release： 10/13/2026 19:04
Update： 10/13/2026 19:04
株トーク・坂口隆信
Investment style : Position Trade
Investment career : More than 10 years
Investment amount : No
Career Current Stock Talk: Market Strategist Overview: I analyze the fundamentals of the stock market in an easy-to-understand way, forecast the near future of the market, and engage in activities aimed at guiding investors for tomorrow. Activities Video distribution, market reports, creation of reference materials useful for stock investment Past experience at securities firms 1988: Joined Yama Securities 2002 onward: At Izawa Securities and then several other securities firms, held positions as a security dealer Last experience: Contract dealer at Yama Securities from 2007 to 2010 Career related to market commentary 2005–2017: Wrote for the paid site “Kaboo Friends” of Kitchen Kaboo, covering GUCCI’s strategy and after-market. Pen name used for about 13 years was GUCCI. April 2012: Joined Masuda Economic Research Institute, conducted seminars and lectures using Masuda legs. On Yahoo Finance, wrote “Evening Strategy” for nearly three years, consistently ranking high. November 2016: Left the Masuda Institute; in December of the same year, established a site called Stock Talk on my own, continuing to the present.
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Hello, this is Sakaguchi from Stock Talk. In this content, early mornings Monday to Friday URLs for daily market live broadcasts market outlook, Nikkei Average futures technical points, tomorrow's Japanese stocks late afternoons Monday to Friday NY Strategy / Today's Tokyo Stock Exchange summary (Evening Strategy) will be delivered. Additionally, weekly Saturday stocks (this week's featured stocks) Monthly market meetings (stock seminars) will be delivered in video format. We promise to provide content that helps with daily investment guidance.
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Stock Talk 14th Market: Nikkei 225 futures outlook [The mood to test a rebound is ready; next depends on ASML's earnings after the 13th decline]

Hello! This is SakaGu from the Stock Talk.

 

Today’s main points of focus (14th in Tokyo), headlines to watch, and what to consider as today's musts

Caution around the US September CPI and higher crude oil prices (stagflation concerns)

Tonight’s US September CPI is expected to accelerate to +3.6% year over year (from +3.4% prior month)

WTI crude futures rising to $94.72 per barrel (+$0.58) and the average U.S. gasoline price moving to $4.34 per gallon (vs. $3.08 a year ago),

raising awareness of lingering inflation and the risk of a rebound in U.S. long-term interest rates (currently 5.213%)

 

Intensifying competition in the semiconductor and memory markets and valuation adjustments

Concerns about China’s CXMT plans to release new chips within the year and an AI investment bubble triggered a 5.5% plunge in the Korean KOSPI yesterday (6,035.35).

In New York, the declines in Applied Materials (-6.69%) and Micron (-3.62%) continue to pose a risk of lingering momentum in Asian trading hours as well.

 

Regulatory penalties on U.S. major financial institutions and high earnings hurdles