モーサテ 2024年8月2日
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00:00Good morning, everyone.
00:27This is the News Morning Satellite for the 2nd of January, Friday.
00:30We will be briefly reporting on the world economy and the market.
00:34The weak economic indicators announced in the United States
00:38have led to concerns about the decline of the economy.
00:40In addition to this, there has been an increase in the yen price,
00:42which has caused the Japanese dollar to fall sharply.
00:46Let's take a look at the value of the Japanese dollar.
00:50The Japanese dollar is at the top of the screen.
00:5436,845 yen.
00:58The Japanese dollar is at the middle of the screen.
01:0136,660 yen.
01:04It has fallen sharply since the day before yesterday.
01:08Let's take a look at the exchange rate.
01:11Yesterday morning, the yen price fell to 1.48 dollars.
01:17Now, the exchange rate is at 1.49 dollars, from 52,000 yen to 54,000 yen.
01:23We have a call with Mr. Ichikawa of Mitsui Sumitomo D.S. Asset Management.
01:29Good morning, Mr. Ichikawa.
01:30Good morning.
01:31As Mr. Ichikawa said, the Japanese dollar has fallen sharply.
01:35What do you think about this?
01:37There are two main reasons for this.
01:41One is the large-scale decline in the US dollar last night,
01:44and the other is the yen price that is falling.
01:47The two reasons are the slow decline in the US dollar.
01:52The reason is the two economic indicators that were announced in the US last night.
01:57The number of new employment insurance applications announced at 9.30 p.m. Japanese time
02:02exceeded 249,000 and 236,000 in the market forecast,
02:07and the concerns of the labor market spread.
02:11The number of new employment insurance applications announced at 11 p.m. Japanese time
02:17was 46.8 and the market forecast was 48.8,
02:22and the US economy was expected to slow down more than expected.
02:27With these two indicators, the US stock market fell significantly
02:31and the long-term interest rate also fell.
02:33As the yen price fell, the Japanese dollar fell sharply.
02:38With these two indicators, the Japanese dollar is expected to fall by about 1,500 yen.
02:43Mr. Ichikawa, if the Japanese dollar falls by about 1,500 yen,
02:47I looked into this a little bit,
02:49and it is said that it will fall by as much as 1,426 yen on April 17, 2000.
02:56How about that?
02:58Is it going to be quite difficult to recover 40,000 yen?
03:02That's right.
03:03It is expected to move unstable for a while.
03:06We are paying attention to whether we can recover 40,000 yen quickly in the 36,000 range.
03:10However, if the soft landing expectations in the United States begin to rise,
03:14we believe that it is possible to recover 40,000 yen
03:17if we look forward to the year-end.
03:19I see.
03:21Mr. Ichikawa, thank you for your time.
03:24Yes, thank you.
03:25Thank you very much.
03:27Now, let's take a look at the end of the first New York stock market stock price.
03:33Here, all three numbers have fallen.
03:36Dow Jones is $ 4,347, which is $ 494.
03:41Nasdaq is a 2% increase.
03:44It was 17,194 with 405 points minus.
03:48S&P 500 was 5,446 with 75 points minus.
03:56The FOMC, which had a high expectation of a downturn in September,
03:59opened the market for the first time.
04:01On this day, there was a decrease in anxiety about the economic response.
04:04The employment index, which was announced in the morning,
04:06outperformed expectations.
04:08In addition, the influence of manufacturing has also increased,
04:11and there is a sense of alertness ahead of the U.S. economy.
04:15Dow Jones is about $ 500 down.
04:17Boeing and Caterpillar, a light and sensitive stock, were sold.
04:22In the re-opening market, the return on investment for the last 10 years was 4%,
04:26and it has fallen to the level since February.
04:29The market will be determined by the employment index, which will be held the day after tomorrow,
04:32and the growth rate of the economy will be determined.
04:36And it's a sector-by-sector drop rate.
04:39The defensive sector has risen.
04:41Information technology was the worst hit.
04:46Here's the breaking news.
04:48The decision from April to June of Amazon.com in the U.S.
04:52was an increase in revenue,
04:54but the sales price fell below market expectations.
04:59The profit margin doubled from a year ago
05:01and exceeded market expectations,
05:03but the sales price fell below market expectations.
05:07The sales price of AWS, a cloud service,
05:09has increased by more than 18%
05:11following the AIGO,
05:14but the main net sales remained at a 4.6% increase
05:18and did not reach market expectations.
05:22In addition, the sales price in the July to September period
05:25was 1562.5 billion dollars in the central area,
05:29and this was also below market expectations.
05:32With this decision, Amazon's stock price
05:34fell by 7% in time.
05:39The central bank of the UK, the England Bank,
05:42announced that it would reduce the production rate
05:45by 0.25 points.
05:48This was the first time in about four and a half years
05:50since March 2020.
05:54The England Bank reduced the production rate
05:57by 5% this time.
05:59Five of the nine members of the production team
06:02agreed to the reduction.
06:05The Bailey Foundation said that the growth
06:07in the number of consumers in the UK
06:09was reduced by up to 2% in June,
06:12indicating that the inflation pressure
06:14had been sufficiently alleviated.
06:18However, at the same time,
06:20they said that they had to be careful
06:22not to increase or slow down too much
06:24and that additional reduction
06:26should be carried out carefully.
06:30Let's continue with the news.
06:33In July, the number of ISM production machines
06:37fell to 46.8 points,
06:39contrary to market expectations
06:41that it would rise from the previous month.
06:44It's been four months in a row
06:46that the price of 50,
06:48which is the separation between public and private,
06:50has fallen.
06:52In terms of items,
06:54new orders, production, and employment have fallen,
06:56while import and export delays have risen and worsened.
07:00Turkish President Erdogan
07:02said at a meeting of the MIT National Information Agency
07:05that 26 people who were detained
07:07in the United States and Russia
07:09had their bodies exchanged
07:11in Ankara, the capital.
07:14In addition, Germany and Belarus,
07:16seven countries in total,
07:18were involved,
07:20and the largest-scale body exchange
07:22including the Cold War era was seen.
07:24Under this,
07:26US President Joe Biden
07:28and 13 American journalists
07:30including three of them,
07:32including the Wall Street Journal's
07:34chief journalist,
07:36were released from Russia.
07:39At the meeting,
07:41Mr. Biden said that
07:43he had suffered a lot
07:45and expressed his condolences
07:47to the allies who cooperated
07:49in the release negotiations.
07:54Now I would like to hear
07:56from Mr. Kazuaki Ishimitsu
07:58of Nomura Group.
08:00Good morning, Mr. Ishimitsu.
08:02What did you think of the stock market
08:04in New York?