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00:00News Morning Satellite
00:22Good morning.
00:23Good morning.
00:24This is News Morning Satellite for Wednesday, July 31st.
00:27Will the Japanese government take a step forward?
00:32According to the Japan Economic News, the Japanese government will consider additional reimbursements at today's financial policy meeting.
00:40Currently, it is important to raise the production rate from 0% to 0.1% to 0.25%.
00:51In March, after the lifting of the minus-fine policy, the private silver induces the short-term interest rate to be extremely low at around 0%,
01:00but if the production interest rate is raised to 0.25% this time, it will return to the level of the first time in 15 years and 7 months since December 2008, just after the Lehman shock.
01:12In addition, at the meeting, it is estimated that an official decision will also be made to compress the stock market,
01:19and the proposal to reduce the purchase price by about 3 trillion yen every month for about 6 trillion yen is being emphasized.
01:29Now, let me introduce this morning's guest.
01:32He is Mr. Kazuo Monma, a former Japanese Silver Chairman at Mizuho Research & Technologies.
01:37Good morning.
01:38Good morning.
01:39Thank you for having me.
01:40Thank you.
01:41And Mr. Minori Uchida from Takashiho University, who is an expert in the field of exchange.
01:44Good morning.
01:45Good morning.
01:46Thank you for having me.
01:47Well, Mr. Monma, this time, the Japanese Silver is considering additional raises at the meeting,
01:54but did you expect additional raises this time?
01:58Well, I thought my main scenario was September, but it's not strange at all this time, so it's possible enough.
02:08Today's Japanese Silver article is also considered, but it's not written as a raise, so it's a little subtle.
02:17I see. What is the impact of this additional raise and the current price of the international exchange at the same time?
02:23Well, this is already possible enough to decide the current price of the international exchange and the raise at the same time.
02:31However, Mr. Uchida said at the last press conference that he was there, so I don't think it's a surprise.
02:38I see.
02:39And Mr. Uchida, what do you think about this additional raise?
02:43Well, there was no information from the Japanese Silver that could be rubbed in here recently.
02:50On the other hand, the government said, for example, that after seeing the 160 yen,
02:55Mr. Uchida paid enough attention to the low price and said that the Japanese Silver and the government would cooperate.
03:02The fact that the top of the country is raising the exchange price is only when President Trump is paying attention to the price of the dollar.
03:11So what I can say from here is that if the Japanese Silver decides to raise the exchange price today,
03:15I think it's just a matter of looking at the economic price.
03:18But on the government side, I think it's clear that the 160 yen is well beyond the range that can be allowed, and that this kind of recognition is well-established within the government.
03:32After receiving the report that this additional raise is already about 2 yen.
03:38Can I see this raise as if the market has already folded in?
03:42No, there is no sign of observation yet.
03:45But if the Japanese Silver decides to raise the exchange price today, I don't think it's a bad idea to go one or two yen higher from here.
03:52I understand.
03:54Now, let's take a look at the end of the 30-day New York stock market stock price.
03:59The Dow Jones fell by half, $4743 at $203.
04:04The Nasdaq fell for the first time in three days.
04:06It fell by 17,147, 222 points.
04:10The S&P 500 fell for the first time in three days.
04:13The Nasdaq fell by 27 points, $5,436.
04:18In the U.S., the FOMC on the 31st will hold a press conference.
04:24The market expects a downturn in the next September meeting.
04:28I would like to carefully assess the contents of the meeting of President Powell and the S&P 500.
04:35The Dow Jones has a strong financial and consumer relationship.
04:38On the other hand, the P&G and Merck, whose calculations have been neglected, have fallen.
04:43Nasdaq has sold more than 1% of its semiconductor stocks, such as NVIDIA, and has fallen.
04:49With the calculations of the giant IT companies that will be concentrated this week,
04:53there are concerns about whether they will be able to exceed the expected value of the market.
04:58This is the sector-by-sector fall rate.
05:00Energy and finance have risen.
05:03Information technology has fallen the most.
05:06This is Kawase.
05:07While the Japanese silver is being considered, the yen is falling in the direction of the dollar.
05:13Currently, the dollar yen is in the 80's of 152 yen.
05:18This is breaking news.
05:19The calculations of the April to June period announced by Microsoft
05:24showed that the sales of AI and AI-related services have fallen below the expected value of the market.
05:32Microsoft's sales have increased by 15% from a year ago.
05:36The net profit has increased by 9%.
05:39The net profit has exceeded the expected value of the market.
05:42In terms of products, the cloud service, including Azure, has seen a two-digit increase, but it has fallen below the expected value of the market.
05:51On the other hand, the investment in equipment has increased by $13.8 billion,
05:55exceeding the expected value of the market.
05:58In the market, there are concerns that the profit of AI is not on the track,
06:03and Microsoft's stock price has fallen by 8.8% from the expected value of the market.
06:10Let's continue with the news.
06:13According to the Sunday edition, the calculations of the April to June period of Procter & Gamble
06:17showed that the sales have decreased by 0.1% contrary to the expected value of the market.
06:23It was reported that consumers are buying and selling in the US and China, the main market.
06:29P&G has reduced the average price by about 1% to promote sales,
06:35but the number of sales did not increase much, leading to a decline.
06:39According to the calculations, the stock price of P&G has fallen by 4.8%.
06:48In the New York Stock Exchange, there is Yuji Ogihara of Okasan Stock Exchange.
06:52Good morning.
06:54Good morning.
06:55What did you think of the 30-day stock market in New York?
06:59With large high-tech stocks and semiconductor stocks, which are said to be favored by AI,
07:04and rotation trades that buy other stocks,
07:08Nasdaq's shares fell significantly, while New York Dow Jones rose.
07:14In the individual sector, the two healthcare companies that announced their calculations became the target.
07:21Merck's drug sales have increased, and sales have exceeded expectations.
07:27However, the sales in China of the E. coli vaccine have decreased unexpectedly,
07:32increasing the sense of uncertainty, and the stock price has fallen.
07:36Pfizer's sales of COVID-related products reached their peak
07:40and increased for the first time from October to December 2022,
07:45leading to an increase in the number of regular sales.
07:48It is likely that the sales of products other than COVID-related products have increased again.
08:01What did you think of Microsoft's announcement this morning?
08:07Cloud's Azure is slightly below market expectations.
08:14What do you think of the healthcare sector's calculations so far?
08:20At the 29th, the proportion of increased companies rose by 77%,
08:25and after the announcement of the calculations, the healthcare sector was the top in the five-day stock price increase.
08:31In contrast to the presidential election, the sense of opacity has increased,
08:35but it is expected that this trend will continue in the future,
08:39as funds are likely to be collected in the healthcare sector,
08:43which has shown stable performance despite being defensive.
08:47Thank you, Mr. Ogihara.
08:49Let's look at other markets.
08:52This is the latest.
08:53Currently, around 4.141% of ten-year sales.
08:56Around 4.360% of two-year sales.
09:00This is the product.
09:01New York's stock price fell three days in a row.
09:04The gold stock price rebounded.
09:07This is the European market.
09:08The UK fell after four days.
09:10Germany and France rebounded.
09:13This is the end.
09:14Chicago's daily average stock price is at the top of the screen.
09:1738,105 yen.
09:19This is the Tokyo market.
09:22Now, let's take a look at the Tokyo market.
09:24Mr. Uchida will explain how each result affects the dollar.
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