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Next week the market in notable 3 points:BOJ monetary policy meeting, the major countries PMI, free listing

*19:16JST next quotes in the notable 3 points:BOJ monetary policy meeting, the major countries PMI, free listing
■Tokyo Stock Market Outlook

Expected range: upper limit 24300-lower 23600 yen

Next week’s Nikkei average is further from the upper limit up materials and wait for the deployment of a long way to go to do it. US-China trade talks Vol. 1 of the agreement, reports received,12 days to the DJIA, such as the major US index 3 record value is updated. In addition, the British General election, the ruling party・the Conservative Party wins next year 1 March 31 of the European Union (EU) and withdrawal(drive), the required majority of seats,”the agreement not be withdrawal”the possibility of retreat. US-China trade friction with the table set with the external environment the risk of a setback to the direction can see in the uncertainty about the future of rid are expected. The U.S. Federal Reserve (FED) and European Central Bank (ECB)for 12 days at Board meetings the EZ decision. Monetary policy also maintain the status quo in the direction of the mass, the exchange rate of $ 1=109 yen to the mid-depreciation of the yen,the external environment is at risk on slope conditions provided by you. Important events in ideal shape through the end of high Toward of anticipation that was expected. Further global high and the exchange rate depreciation of the yen progress, such as if,last year 10 month 2 days after the bubble highs at 24448. 07 circle of consciousness to expand into and it might be so. However, 13 days of us NY Dow slightly higher to reduce pain may be unlike anything else you’ve tried, the stock market is the US-China trade talks for the next size seeking. Also, 好地 from the limited impact of what was the Bank of Japan announced on the 13th Bank of Japan Tankan large companies in the・Manufacturing Index reports the level of business conditions amongst large firms within the Japanese (DI)last 9 month survey from a 5-point worsening of the 0 (Zero), 4 consecutive quarters worsened in 2013 3 month survey, the lowest level since it was. 16 in China, 11 November retail sales,US 12 January NY Fed Manufacturing Index, November 19 rice 11 December CB Leading Economic composite index of announcement coming, and that economic indicators are the market put a damper on that. In that case, at the end of the year which plunged the deployment was last year’s example is reminiscent of it,the sentiment cools, you may be required to keep in mind that you want.

Ransacked by the 15th, which was scheduled for the U.S. China sanctions tariff”4th”on the entire surface of the trigger is avoided, and the 13th in the US market Apple is rising, and the electronic components and semiconductor-related buy-back of shares is working. 11 month almost recovered a pair of Kyocera<6971>A team<6963>,Nitto Denko<6988>Followed by 4 month highs and a pair of DENSO<6902>, Aisin Seiki Co. Ltd.<7259>And 1 on overpriced sets of Honda<7267>, Mizuho FG<8411>In late ransacked by a bottom Up movement is continue expected there. However, on the 13th of measure SQ to go through this,some overseas institutional investors are the Christmas holidays now and get started, the volume is fine as expected.

The main economy related schedule as on the 18th, the BOJ monetary policy meeting(19 days), 11 month trade statistics,11 month visit to Japan number of international visitors to Japan on the 19th, Kuroda, BOJ Governor press conference,20 October to 11 November the Consumer Price Index is scheduled. On the other hand, the United States and overseas, including the main schedule on the 16th, China 11 月都 urban fixed asset investment,China 11 September industrial production, China 11 November retail sales,US 12 January NY Fed Manufacturing Index,US 12 November NAHB housing market index on July 17, rice 11 on housing starts,us 11 on construction permits,us 11 on industrial production and capacity utilization, November 19 Rice 7-9 month period current account, USD 12 month Philadelphia Fed Manufacturing Sentiment Index, the US 11 February the CB Leading Economic Composite Index, rice 11 month existing home sales number December 20, Rice 7-9 month term the gross domestic product(GDP) final value, and rice 11 October personal income and personal spending are planned.

■The foreign exchange market prospects

Next week the dollar・yen is up reluctant from. US-China trade talks of Phase 1 of the trade agreement of principles agreed to Lindsay sell JPY preceded it. However, the US Federal Reserve Board(the FED)interest rate hike is cautious, the current monetary policy maintained for a long period of time likely to and from this risk appetite approach have greatly expanded the possibility is low that.

Rice Trump administration is the 15th of this month to activate the plan for China additional tariff imposition of those found guilty. US-China trade friction of the gradual eliminating the movement toward the United States,risk appetite by dollar buying and yen selling is likely to continue. The British General election, the ruling party・the Conservative Party has the majority seats in the live leg of the confusion to break away Lindsay pound buy・sell JPY has been observed that the high dollar and depreciation of the yen, the progression of factors that drive a long way to go to do it.

However, the FED is at the end of 2020 in long-term interest rates unchanged suggests. Future interest rate cuts may not disappear from at the moment, the risk appetite approach and buy USD・sell JPY and to further expand the possibility is low that. To be announced 7-9 month period of the U.S. gross domestic product (GDP)final value is the 2%level of growth is expected, and expected the dollar to buy the material from them.

■Next week the attention of the schedule

12 on 16 November (Mon):Japan, U.S., and Germany in the Eurozone the various PMI, while fixed asset investment・new housing price・industrial production,BoE Financial Stability Report and Bank stress test results published etc
12 on 17 (Tue): Britain・unemployment rate, US・housing starts,US industrial production,and Europe・New Car Sales, free IPO, etc
12 June 18 (Wed): day・trade balance UK・CPI core index,German IFO business confidence index such as
12 月 19 日 (Thursday): October, machine tool orders, BOJ Governor Kuroda the Governor at the press conference,NZ・GDP news, the BoE has set the U.S.・economy the leading index, such as
12 on May 20 (Friday): the core CPI index, UK GDP revised value,US・personal income,Europe, current account, such as《SK》


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