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00:00Good morning.
00:27This is Saturday, August 19th, Monday, News Morning Satellite.
00:30This week, we have a summer break.
00:33The concerns about the U.S. change in the economy have softened,
00:36and there is a sense of deepening in the stock market.
00:38Let's take a look at how far Japanese stocks can try to return.
00:42Let's take a look at the end of the stock market for the New York stock market on Friday, the 16th of last week.
00:47The stock price rose by a total of three figures.
00:50The Dow Jones went up by 4 points, up $4659, which is $96.
00:54The Nasdaq rose by 7 points, up 37 points, up 17,631.
01:00The S&P 500 also rose by 7 points, up 11 points, up 5,554.
01:06Next is Sakimono.
01:08The S&P 500 rose by a total of three figures.
01:10The Dow Jones went up by 3 points, up 37,650.
01:14The concerns about the U.S. change in the economy have softened,
01:19and there is a sense of deepening in the stock market for the New York stock market on Friday, the 16th of last week.
01:24The S&P 500 was pushed back by strong economic indicators,
01:28with a weekly base of 3.9% plus and the highest growth rate this year.
01:34However, the indicators announced on the 16th were weak.
01:38The stock market was also in a slump.
01:42In the afternoon, the S&P 500 rose by a plus, but was pushed back by strong economic indicators,
01:46and the U.S. stock market was in a slump.
01:49This week, on the 23rd, FRB Chairman Powell will give a speech at the Jackson Hole meeting.
01:55It is expected that the future path of the downtrend cycle will be shown,
01:59and it is a major point of interest in the market.
02:02Let's check the exchange rate.
02:03Currently, the dollar is at around 147.5 yen.
02:07Now, let's take a look at the main news on the weekend.
02:23U.S. President Harris, a Democratic candidate for the U.S. presidential election,
02:28announced his economic policy on the 16th.
02:32In order to address the shortage of housing,
02:35the U.S. wants to build 3 million new houses in the next four years.
02:41In addition, the U.S. is trying to raise taxes on companies
02:45that are building houses for the first time.
02:49In addition, the U.S. wants to appeal to a wide range of parties
02:53who are dissatisfied with the rise in food prices
02:57such as the U.S. government and the U.S. economy.
03:05In August, the rate of consumer trust monitoring at Michigan University was 67.8%,
03:11which rose from the previous month and exceeded market expectations.
03:16In addition, the expected inflation rate for the next year was 2.9%,
03:20which was doubled from the previous month.
03:23According to investigators,
03:25the consumer expects the inflation rate to continue and stabilize,
03:30but as attention is drawn to the presidential election,
03:33the consumer's expectations may change.
03:40In July, the number of new houses in the U.S.
03:43was 1,238,000 per year,
03:46which was 6.8% lower than the previous month,
03:49which exceeded market expectations.
03:52While the number of single-family houses
03:55was 14.1% lower than the previous month,
03:58the number of multi-family houses
04:01was 14.5% higher than the previous month.
04:04The number of permanent residences
04:07was 1,396,000 per year,
04:10which was 4% lower than the previous month.
04:14This is a monthly expert interview from the U.S.
04:17From last week to this week,
04:20we will continue to announce the decision of high-performing companies
04:23that will be important to look at consumer trends.
04:26Experts say that the two trends have intensified
04:29with the decisions made so far.
04:48This is telling us that when consumers
04:51are leaving work on their way home,
04:54they're doing those orders online and are stopping to the store and picking them up.
04:57So consumers, for them, there's two things that are very important.
05:00The omnichannel presence,
05:03and they are very value-oriented right now.
05:06This week, off-price retailers will be reporting like Ross and TKJ Maxx,
05:09and according to our ALSEC data,
05:12these are the two retailers that are expected to benefit
05:15during the back-to-school season and also going into the holiday season
05:18as consumers are trading down.
05:33To date, we've received more negative guidance for the third quarter
05:36in terms of earnings and revenue,
05:39more so than we have positive.
05:42The main reasons for retailers lowering their guidance
05:45is because of the current macroeconomic conditions,
05:48a cautious consumer,
05:51and also it's an election year.
05:54Our ALSEC index for the restaurant and retail space
05:57is currently showing about a 13.2% growth
06:00for the second quarter in earnings.
06:03Now, when we look at the third quarter,
06:06that index is expected to decrease
06:09to a modest 2.1%.
06:39As a result of the economic growth,
06:42consumers, especially low-income consumers,
06:45are becoming more conservative.
06:48For example, there's a sale on Wal-Mart,
06:51and it's becoming difficult to change the economy overall.
06:54Last weekend, the stock market in Chicago
06:57rose significantly, and the credit card prices rose.
07:00It's a yellow signal for the economy.
07:03I think there will be some discrepancy
07:07but overall, I think it will be a reduction in consumption.
07:10Consumption is good for a so-called soft landing,
07:13but if it drops sharply,
07:16it will have an impact on the economy as a whole.
07:21Now, let's look at the market.
07:24It is necessary to confirm the current position
07:27of the dollar-yen market,
07:30which has been rewound by periodic sales.
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09:16I will now tell you what kind of developments
09:19are expected in today's Tokyo market.
09:22First, let's take a look at today's Kawase market.
09:24This is the value of Kawase in each country.
09:27Dollars are currently in the 50,000s of 147 yen.
09:30Euros are in the 70,000s of 162 yen.
09:35Next, the offshore of the people's dollar.
09:37The real estate market is in the middle of the screen.
09:391 dollar is 7.159 to 61 yen.
09:43Australian dollars are in the 30,000s to 40,000s of 98 yen.
09:47British pounds are in the 3,000s to 15,000s of 191 yen.
09:52Brazilian real estate is in the 90,000s of 26 yen.
09:55Torco Lira is in the 37,000s of 4 yen.
10:01Today's guest is Mr. Fukaya.
10:03Nice to meet you.
10:04Nice to meet you.
10:05Mr. Fukaya's expected range is
10:071 dollar, 146.80 yen to 148.20 yen.
10:12What do you think of today's market?