2025-05-20 03:18

G7 Finance Talks Begin, Nikkei Moves Slightly in Quiet Market|2025/5/20

The lack of direction in the market lulls people to sleep.

サマリー

日経平均はほぼ変わらず、ボラティリティ指数はやや上昇し、PERは動揺を見せています。G7ファイナンス会議が始まり、市場は静かな中で日本の利回りが上昇しています。G7財務相会合が始まり、円安とアメリカの信用格付けの影響が日本株に見られています。G7が進行中で、米国と日本からの大きな発表が期待されていないため、市場は静かな状態が続いています。

日経平均の動向
Hello, today Nikkei Linego closed at 37521 yen, almost unchanged from yesterday.
And the volatility index is at 24.34, slightly rising.
As for PER, the recent movements are unsteerable. It went up to 17.27 once, but dropped to 15.34 yesterday.
This might be due to uncertain forecast from Nikkei newspaper and the impact of Trump tariffs.
Because of that, it's hard to trust the current PER data as a steerable indicator.
A few days ago, it was 2186 yen, and now it's 2445 yen.
This match the estimates I gave earlier, and it seems the numbers are moving along those patterns.
So, we might see different outcomes depending on how things play out.
Overall, it's clear that market participants are struggling to estimate the effect of Trump tariffs.
Japan's starting yield is now at 2.953%, up from 2.8% recently.
Move index is also rising.
There are reports that U.S. tax-related bills are moving toward, which might be affecting the market.
G7財務相会合の開始
U.S. dollar index rose to 103 move index, and that might also be influencing the recent movements.
Japanese stocks are relatively steerable, but some movements reflect concerns about low and U.S. credit rating downgrades.
The S&P closed at 5964 yesterday, almost mostly flat.
The U.S. index rose slightly from the 1.7 range to 1.8.
Move index and U.S. starting yield also went up to 4.91%.
Gold remains steadily at $3,230 despite U.S. bond downgrades.
It might seem we are in consolidation phase rather than panic.
Stocks have been going up, so now we are seeing a sideways phase.
The G7 started today, but there may not be much action, as the U.S. and Japan aren't expected to announce anything.
It looks like the market is a partial zone right now.
That's all for today.
If you enjoyed this, please follow my contents under the long boot image.
See you tomorrow.
03:18

コメント

スクロール