11월, 2022의 게시물 표시

The Survival Strategies of Japanese Financial Institutions during the Recession (2)

 The fact that negative interest rates have been imposed on the two megabanks every six months for the first time in six years means that loans are not increasing enough despite the continued massive quantitative easing. In other words, there is a lack of demand for funds in the economy. The reason for the lack of demand for funds is that investment and consumption do not live. Investment and consumption are not living because the outlook for the future is uncertain. Consumers in Japan, whose population is declining and aging is serious, close their wallets even with a small shock. The contraction of domestic demand reduces the willingness of companies to invest. It is a chronic disease of Japan that has been constantly afflicting the Japanese economy since the collapse of the bubble. Japan has already started a zero-interest-rate policy in 1999 that lowers policy interest rates by nearly 0%, experimented with the world's first quantitative easing policy in 2001-2006, and began a b

The Survival Strategies of Japanese Financial Institutions during the Recession (1)

 On January 17, negative interest rates were imposed on some of the checking deposits held by Mitsubishi UFJ Bank, one of Japan's four largest megabanks. Except in 2016, when the negative interest rate system was first introduced, it was the first time in six years that negative interest rates were applied to large banks. Just six months later, on August 17, negative interest rates were imposed on some of Mizuho Bank's checking accounts, which are also one of the four megabanks. Meanwhile, in June, the investment of a large financial group in securities firms was a hot topic. Mitsubishi UFJ Financial Group (FG), the parent company of Mitsubishi UFJ Bank, announced that it would acquire Capital Nomura Securities (CNS), a Thai securities subsidiary of Nomura Holdings. Nomura Holdings is the parent company of Nomura Securities, Japan's largest securities firm. Mitsubishi UFJ Group will invest up to 5.5 billion baht (about 21.2 billion yen) through Ayutthaya Bank under the grou

FOMC Meeting Results

 The alarm is set at 3 a.m. on November 3rd, and the FOMC December interest rate message will be checked I looked from various angles to measure, but I have no sense at all. ​ So far, every time Powell comes out and mentions it, the stock market has had a negative impact. It's been about a month later month.  a growing sense of uneasiness Once the U.S. ETF secures cash and if it falls sharply due to negative news, it is only considering a low-point purchase approach. I hope we can write the market with a good result tomorrow. ​ ----------------------------------------------------------- ​ Dow -0.24 Nasdaq -0.89% Decline ahead of FOMC.  ​ 10-year government bond yield falls to 4.048%, positive employment indicators The ISM manufacturing index is sluggish. Export growth rate of 10sul -5.7% due to sluggish semiconductors in Korea. Reverse growth in two years. a trade deficit for the seventh consecutive month ​ At 3 a.m. on November 3rd, Korea time, the Fed will announce a 0.75% increa