‘経済・投資 Money’ カテゴリ
投資短歌 商社株Q1-23決算 Major Trading Co. Q1-23 results – Inv. Tanka
2023-08-07
投資短歌 商社株Q1-23決算
Major Trading Co. Q1-23 results - Inv. Tanka
商社株 資源高騰 一休み 純利微減も 堅固な決算
General Trading Companies' Q1-23 financial results; -
Despite a drop in net profits,
Due to declines in commodity prices, such as coal iron ores and coking coals,
Demonstrate, in my view, strong earnings,
Exercising strength of diversified trading and investment companies.
By Kota Nakako
2023/0... → 続きを読む
投資短歌 米金融株 US financial stocks – Inv. Tanka
2023-08-06
投資短歌 米金融株
US financial stocks - Inv. Tanka
米利上げ リセッション懸念 交錯し 金融株は 一進一退
The performance of US financial stocks looks mixed,
Due to interest rate hike-induced positives and negatives intermixed.
By Kota Nakako
2023/08/06... → 続きを読む
投資短歌 米利上げで高配当株下落 Dividend stocks declined as FRB hiked interest rate – Inv. Tanka
2023-08-06
投資短歌 米利上げで高配当株下落
Dividend stocks declined as FRB hiked interest rate - Inv. Tanka
米利上げ 配当株が 下落する 相対魅力 低下のためか
With the US hike in interest rate, high dividend stocks have declined,
Perhaps, as the relative attractiveness has diminished.
米利上げ 配当株が 下落する ここは押し目の 買いのチャンスか
With the hike in US interest rate, dividend stocks have declined substantially.
Providing good opportunities to b... → 続きを読む
経済短歌: 日銀YCC柔軟化 BOJ decides to relax YCC, in due course. – Economic Tanka
2023-07-28
経済短歌: 日銀YCC柔軟化
Economic Tanka: BOJ decides to relax YCC, in due course.
日銀が YCCを 柔軟化 国債買いの 大義は残す
BOJ decides to relax YCC, in due course,
But keeps good reason to buy JGB, as a matter of course.
By Kota Nakako
2023/7/28
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下記、23/1/18 経済短歌 再掲
経済短歌: 日銀金融政策に思う 23/1/18
Economic Tanka: Thought on BOJ MPM decision on 18th Jan. 2023
いかほどに 抑えよ... → 続きを読む
経済短歌 日銀YCC維持というより止められない BOJ Rather unable to normalize than maintain YCC – A viewpoint
2023-07-24
経済短歌 日銀YCC維持というより止められない
BOJ Rather unable to normalize than maintain YCC - A viewpoint : Economic Tanka
YCC(ﾜｲｼｲｼｰ) 維持のこころは 止(ﾔ)めようも 止めれぬ故(ﾕｴ)が 日本の事情
BOJ’s unwillingness to do YCC normalization; -
It's rather unable to do it than maintain it - Japan's special situation.
By Kota Nakako
2023/07/24... → 続きを読む
経済短歌: なぜ米ドルに強気か? Why bullish on US Dollars? – A Viewpoint
2023-07-23
経済短歌 Economic Tanka
なぜ米ドルに強気か? Why bullish on US Dollars?
金利差や 経常収支も 大事だが 中銀B/S(ﾁｭｰｷﾞﾝﾋﾞｰｴｽ) みれば米ドル
It's important to look at interest differential and current account balance.
But I'm inclined to opt for US dollars looking at the central banks' total assets-GDP ratio for confidence.
日銀は 1.4倍(ｲｯﾃﾝﾖﾝﾊﾞｲ) 連銀は 0.4倍(ﾚｰﾃﾝｼﾊﾞｲ)の 総資産-GDP(ｿｰｼｻﾝ : ｼﾞｰﾃﾞｨｰﾋﾟｰ)
In terms of Assets-GDP, BOJ... → 続きを読む
経済短歌 日銀の為替介入余力 BOJ’s capacity of currency intervention – Economic Tanka
2023-07-01
経済短歌 日銀の為替介入余力
BOJ's capacity of currency intervention - Economic Tanka
日銀の バランスシート* 見るなれば プレーン余力 ９兆円ほど
Looking at BOJ's balance sheet* for certain,
The capacity is about 9 trillion yen, plain.
* 2023/3/31
為替市場 世界の規模を 見るなれば 日銀といえ 力に限り
Looking at the scale of global currency market traded,
BOJ's capacity of intervention can be dwarfed.
適正な 為替水準 そもそもが 見極めるのは 極めて難(ｶﾀ)し
Fair currenc... → 続きを読む
経済短歌 円安は内外金利差のゆえ Weak yen – fair reflction of interest rate gap in and out
2023-06-29
経済短歌 円安は投機でなく - 内外金利差のゆえ
Weak yen - fair reflction of interest rate gap in and out : Economic Tanka
円安を 投機のゆえと 言うなかれ 金利差ゆえの 市場機能
Don't blame the market for the weak yen as speculative.
It is fair functioning of market forces of the interest rate gap in and out reflective.
By Kota Nakako
2023/6/29 ... → 続きを読む
経済短歌 内閣支持率下落と円安・物価高 Decline in cabinet approval rating and rising consumer prices – Economic Tanka
2023-06-26
経済短歌 内閣支持率下落と円安・物価高
Decline in cabinet approval rating and rising consumer prices - Economic Tanka
内閣の 支持率下落 要因は すすむ円安 寄せる物価高？
The decline in cabinet support rating
Is perhaps because of rising comsumer prices as yen weakening.
By Kota Nakako
2023/6/26... → 続きを読む
経済短歌 日銀の為替介入はあるか？ BOJ’s intervention likely? Economic Tanka
2023-06-25
経済短歌 日銀の為替介入はあるか？ BOJ's intervention likely? Economic Tanka
一流の 経済学者 名を汚す 為替介入 恐らくしない － 植田日銀
Ueda BOJ's currency intervention is perhaps unlikely,
As it should tarnish the reputation of Ueda, as first-class economist dirty.
円安が 進行するは 国内の 金融緩和 維持の代償／報償
Yen is Weakening -
A reward or punishment of the solitary Large Scale Monetary Easing?
円安は 金科玉条 二パーセント 達成のための 政策誘導
Weak yen ... → 続きを読む
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