Soichiro Monji
Soichiro Monji
banks concern estate expansion higher loans
There's some concern expansion in real estate loans may be curtailed by higher rates. There's a high correlation between banks and real estate stocks.
cheaper concern corporate crude drop helped lift prices
Cheaper crude prices eased investors' concern about corporate earnings. A drop in the yen helped lift exporters' shares.
affects against concern direction dollar increasing minus monetary negatively policy stock stronger
Increasing concern about the direction of monetary policy is a minus for the stock market. A stronger yen against the dollar also negatively affects exporters.
ahead concerns gotten market run strong
It's been a very strong run and there are some concerns the market has gotten ahead of itself.
adding becoming commodity continue gain prices profit prompt rates rising
Rising commodity prices are now becoming a concern, adding to speculation that U.S. rates will continue to rise. Yesterday's gain may also prompt some profit taking.
company gold level oil people prices related risen supporting
Gold and oil prices have risen to a level most people weren't expecting, supporting related company shares.
actual bit fallen holiday hurting sales season seem shopping
Expectations for the holiday shopping season have been pretty high, but actual sales seem to have fallen a bit short, which is hurting shares.
earnings hurting losses trend vulnerable weakness
Exporters' earnings are vulnerable to the dollar's losses and the trend for more weakness is hurting shares.
declines earnings hurting trend vulnerable weakness
Exporters' earnings are vulnerable to the dollar's declines and the trend for more weakness is hurting shares.
attracting based buying companies earnings investor large outlook stable start
As the earnings start we may see more buying come in based on the figures. Large companies with stable earnings outlook are attracting investor attention.
demand developers estate money plenty starting
Lenders can make plenty of money as long as there is demand for loans. That's what we are starting to see. Real estate developers are also benefiting as demand increases.
buying economic higher news positive send stocks technology
Positive economic news from the U.S. will send stocks higher at home. Technology stocks may become buying target.
data economic jobs likely market rate soon stronger taking view weigh
Right now the market is taking weaker-than-expected economic indicators as a positive, because of the view that there will soon be an end to rate rises. But I think the jobs data is likely to be stronger than expected, so it may weigh on U.S. stocks.
companies drops facing product tech time tough
Tech companies are still facing a tough time with drops in product prices.