バラエティの無料動画 - 動画 9tsu モーサテ 240826
➡️➡️➡️ https://www.nicovideo.jp/watch/sm43343658
➡️➡️➡️ https://www.nicovideo.jp/watch/sm43343658
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FunTranscript
00:00Morning satellite news.
00:25Good morning.
00:26This is the August 26th Monday Morning News Satellite.
00:30This week, we will update you as soon as possible on the world economy and the market.
00:33Now, let's take a look at the end of the stock market of the New York stock market on the 23rd of last week.
00:39All three indexes have rebounded.
00:42Dow Jones is at 41,175 dollars, up 462 dollars.
00:46Nasdaq is at 17,877 dollars, up 258 dollars.
00:52S&P 500 is at 63 points, up 5,634 dollars.
00:58Now, let's take a look at the stock market.
01:00The stock market of the Chicago Daily Average ended at 38,330 dollars on the last weekend.
01:07At the Jackson Hall meeting, Chairman Powell said,
01:11The September downturn is almost over.
01:14The stock market is almost...
01:15The stock market is almost...
01:16The stock market is almost...
01:17The stock market is almost...
01:20Chairman Powell said,
01:22It's time to adjust the financial policy.
01:25He also emphasized his desire to prevent the worsening of the labor market.
01:29The exchange of financial policy is expected to support corporate revenue and supply.
01:34A wide range of names have been acquired.
01:36All three indexes have risen by more than 1% and completed their transactions.
01:40Also, the Russell 2000, which is composed mainly of medium and small-sized domestic stocks,
01:45has risen by more than 3%.
01:48This is Kawase.
01:49The dollar is currently in the 40's from the 30's of the 144 yen.
01:56Now, let's look at the main news of the weekend.
02:00The number of newly built houses sold in July in the United States increased by 10.6% from the month before by 739,000 units per year.
02:11It surpassed market expectations and became the highest level since May last year.
02:17It has increased in all regions and has increased by 33.8% in the west.
02:23On the other hand, the central value of the selling price is $429,800 and has risen by 2.6% from a year ago.
02:33The time has come for policy to adjust.
02:36The direction of travel is clear.
02:40Chairman Powell of the Federal Reserve Board of Representatives on the 23rd
02:45made it clear in a speech at the Jackson Hole meeting that he plans to lower interest rates next month.
02:52Chairman Powell acknowledged that the risk of inflation has decreased,
02:57while the risk of unemployment has increased.
03:01However, he emphasized that he will do everything he can to support the labor market.
03:07On top of that, the time has come for policy to adjust.
03:11He said that the direction of travel is clear
03:14and made it clear that he will start lowering interest rates next month.
03:19However, the width and pace of future interest rates depend on the data,
03:24and it is avoided to show concrete predictions.
03:28What did experts think of Powell's speech?
03:32Adam Posen, a well-known economist who attended the Jackson Hole meeting, said there was no surprise.
03:40He also said that there is a risk that FRB will be pushed back again in the future.
03:58Adam Posen, a well-known economist who attended the Jackson Hole meeting, said there is a risk that FRB will be pushed back again in the future.
04:04Adam Posen, a well-known economist who attended the Jackson Hole meeting, said there is a risk that FRB will be pushed back again in the future.
04:17Powell also pointed out that the situation is not serious enough to lead to a change in interest rates.
04:33Powell also pointed out that the situation is not serious enough to lead to a change in interest rates.
04:36It's still a $175,000 plus net labor growth per month over the preceding year,
04:44which is very strong for a late recovery.
04:47Balance sheets are still strong, credit is widely available,
04:51productivity growth is still stronger than it was.
04:54So it's very hard for me to say we're in a recession right now.
04:59On the other hand, Mr. Posen criticized that Mr. Powell did not touch on the long-term risks,
05:05and warned that the financial policy may face a rebound again in the future.
05:29Staying focused so much in the short term and not talking about the two-year out forecast
05:37is going to make potential for a shock to markets when the Fed has to reverse.
05:43Especially if Trump wins and does the things on migration, trade, and the Fed, he says he will,
05:48that the Fed will have to be raising rates a year from now.
05:53I'd like to introduce this morning's guest.
05:56Ms. Mana Nakazora of BNP Paribasho.
05:59Good morning.
06:01Ms. Shinichiro Kadoda of Barclays.
06:06Good morning.
06:08Ms. Nakazora, what did you think of Mr. Powell's remarks at the Jackson Hall meeting?
06:13I think Mr. Powell is the one who is most concerned about the daily activities.
06:21The reason is that I don't think the U.S. economy is that strong,
06:27and I think it's going to go down somewhere.
06:30But even if I think about it, I can't think of a number that's going to go down.
06:33The housing market, which I mentioned earlier, is very strong.
06:36I think it's very difficult to look at that and say, let's lower wages.
06:41So I think he's trying to lower wages by putting it in the labor market.
06:47Until now, it was a matter of course to lower wages.
06:50It was a matter of whether it was 25 or 50, or even 75.
06:54I feel like this has already been confirmed to be 25.
06:57But as Mr. Powell said, if you're told that there will be a raise,
07:01it's really troublesome.
07:03If you don't do it, I think you'll be sold.
07:06If you do it, you do it.
07:08I think it's very troublesome whether or not it will cause a real bubble.
07:12Mr. Tan, there are a lot of strong numbers so far,
07:15but I don't know if it's real estate or consumption.
07:17I don't think there's a weak spot yet.
07:19No, I don't think so.
07:21Mr. Kadota, how did you respond?
07:23Well, as you all said,
07:25this time, the FOMC article 6 showed the direction of the downturn,
07:28and it was also shared by Mr. Powell,
07:30so it was a bit of a dollar sale.
07:34But of course, depending on the future stock market,
07:37the pace of the downturn will be determined.
07:41But the market is moving in the direction of a quick downturn,
07:45so if there's a strong market,
07:48the risk of going back to the dollar side
07:51is also in the sense that the downturn has progressed a lot.
07:55When I saw Mr. Kawase's reaction,
07:57I had the impression that it had moved in the direction of a downturn,
08:00but what do you think?
08:02Well, in the case of a downturn,
08:04the market tends to take the risk of going in that direction at once,
08:07so I think it was a similar movement this time as well.
08:10However, the American financial environment
08:13is already becoming a little more pessimistic,
08:16so I think it is necessary to look at
08:20how far the downturn is necessary
08:22while the market has not yet fallen.
08:24I understand.
08:26Now, let's take a look at the market.
08:28Will the dollar-dollar flow not stop?
08:30The point is the U.S. downturn and the presidential election.
08:33This is a commentary by our guest, Ms. Katota.
09:01This is a commentary by our guest, Ms. Katota.
09:04This is a commentary by our guest, Ms. Katota.
09:07This is a commentary by our guest, Ms. Katota.
09:10This is a commentary by our guest, Ms. Katota.
09:13This is a commentary by our guest, Ms. Katota.
09:16This is a commentary by our guest, Ms. Katota.
09:19This is a commentary by our guest, Ms. Katota.
09:22This is a commentary by our guest, Ms. Katota.
09:25This is a commentary by our guest, Ms. Katota.
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10:20From here, we will tell you what kind of development is expected in today's Tokyo market.
10:25First, let's take a look at this week's exchange market.
10:28First is the value of exchange in each country.
10:31Dollars are currently in the 30's to 40's of 144 yen.
10:35Euros are in the 160's.