A stronger dollar will help support exporter shares, especially those of automakers.
A back-to-back gain in orders will be a positive element for the market.
Higher rates may dent demand for loans because lending growth in Japan is only just starting to recover.
Expectations for the holiday shopping season have been pretty high, but actual sales seem to have fallen a bit short, which is hurting shares.
Exporters' earnings are vulnerable to the dollar's losses and the trend for more weakness is hurting shares.
Exporters' earnings are vulnerable to the dollar's declines and the trend for more weakness is hurting shares.
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.
Although there weren't any sellers in this market about a week or ten days ago, supply-demand conditions deteriorated sharply.
In the past, I think there had been low expectations for Kyocera's electronics parts business, so I think investors had gradually started to view it as one of the losers in the tech sector. In that sense, these earnings are a positive surprise.
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.
