✅Data transcripts and summaries are posted in the summary ▼Please subscribe and like the channel▼ 👉 / @nikkeicnbc [The stock prices, indexes, etc. displayed on the screen are from the time of broadcast on November 22, 2024] "Downward factors have been factored in" Commentary: Nikkei CNBC commentator Hirano Kenichi Interviewer: Nikkei CNBC's Sone Sumie 00:00 The market's future is uncertain until Trump's inauguration - NVIDIA's slight increase from the previous day led to buybacks - "Uncomfortable market" continues 01:57 Nikkei average falls, breaking below moving averages - Uncomfortable buying - Low trading volume 03:18 Is the market factoring in bad factors? ① Corporate earnings growth slows ② Weak yen, but export-related stocks do not rise ③ Inbound tourism is strong, so export-related stocks do not rise despite good financial results ④ Confusion in US monetary policy04:33 Nikkei average EPS forecast falls from record high but reverses - Listed companies' April-September net profits 27.2 trillion yen - highest for four consecutive years - Many companies are cautious about future outlook, gap05:37 Upward revision in October-December financial results? - If additional tariffs leave Japan and Europe, China will be difficult09:00 Toyota unresponsive to yen depreciation so far - If the dollar stays at 150 yen, we can expect an upswing10:21 Number of foreign visitors to Japan in October reaches record high - Mitsukoshi Isetan (3099) shares unchanged - Like Toyota, shares jumped ahead - Preliminary real GDP growth rate for July-September12:09 What will become of Trump's policies? - What will Fed Chairman Powell do? - Possibility of permanently revising tax cut policies14:40 "We've been waiting for this" as all the bad news has been released 15:36 Afternoon session on Friday, November 22nd and schedule for next week 17:24 Trading on the Tokyo Stock Exchange Prime Market as of 15:00 18:58 Will it fall below the 75-day moving average? 20:14 CPI remains strong, but what will happen with the Bank of Japan's interest rate hike? 21:23 Bank stocks to remain the focus, and construction stocks as well 22:50 High-tech and semiconductor stocks to be bought back 23:56 The rise of the Nikkei average depends on high-tech stocks [Market outlook] ・Hiroki Takashi (Monex Securities) • [Hiroki Takashi's outlook for Japanese stocks towards the end of the year] Will the Nikkei average recover to 40,000 yen?/First time since earnings... ・Okazaki Ryosuke, commentator • [Okazaki Ryosuke deciphers the Bank of Japan's hesitation] What is the reason for the Nikkei average's weakness? US stock options... ・Kawada Shigenobu (Thank you, American stocks) • [What about investing in US stocks in 2025? Long-term investments have nothing to fear: Thank you, American stocks... ・Sakagami Ryota (Citigroup Securities) • [Japanese stocks set for New Year's rally] Sakagami Ryota: The Nikkei average is likely to rise, and individual... ・Okawa Maki (Sony Financial Group) • [The future of the over-reacting dollar/yen exchange rate: a weak dollar and a strong yen is the main scenario] Okawa Maki... ▼Financial/Economic Commentary▼ ・Nagahama Toshihiro (Dai-ichi Life Research Institute) • [Nagahama Toshihiro considers the source of funds for the 1.03 million yen barrier] The reasons raised by the Democratic Party for the People/Why Japan should... ・Ono Ryo (Mizuho Research & Technologies) • [Federal Reserve Chairman Powell's nightmare returns] Ono Ryo/Fed watch during the final FOMC Q&A session... ▼New NISA-related▼ ・Okawa Tomohiro Commentator • [New NISA in 2025: Investment tactics to consider before the end of the year] Okawa Tomohiro/Investment trust...・Maeyama Hiroaki (NLI Research Institute) • [New NISA in 2025: lump sum at the beginning of the year or monthly installments?] Maeyama Hiroaki/S&P 500 and the world... ・Fujino Hideto (Rheo Capital Works) • [A new circulation of money begins] Fujino Hideto (Rheo Capital Works) "A long-cherished wish... ▼Real estate investment information▼ ​​・Sakamoto Shintaro (B-Comi) (Kokoro Trade Research Institute) • [B-Comi teacher teaches you how to invest in real estate for the first time] For those who love stock investment/30-year-old building... 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