[NYDow・Nasdaq・CME (table)] NYDOW: 38,571.03, -115.29 Nasdaq: 16,828.67, +93.65 CME225: 38,650, -290 (compared to TSE) [NY market data] On May 3, the NY market was mixed. The Dow ended trading at 38,571.03, down 115.29 dollars, while the Nasdaq closed up 93.65 points at 16,828.67. The ISM manufacturing index for May unexpectedly declined, and prices paid also fell, which was bought on expectations of interest rate cuts and rose after the opening. However, the Dow turned to selling throughout the day as concerns about a slowdown in economic growth emerged and remained sluggish. On the other hand, the Nasdaq remained solidly supported by purchases due to the recovery of NVIDIA in the semiconductor industry and the anticipation of lower interest rates, and closed mixed. By sector, semiconductors and semiconductor manufacturing equipment, pharmaceuticals and biotechs rose, while energy declined. The Chicago Nikkei 225 futures settlement value was 38,650 yen, down 290 yen from the Osaka daytime session. In the ADR market, Yucho Bank <7182>, Japan Post <6178>, Recruit HD <6098>, Fujifilm <4901>, Mitsui Fudosan <8801>, Terumo <4543>, Komatsu Manufacturing <6301>, etc. fell, and selling was dominant overall.
On May 12th, the NY market was mixed. The Dow Jones closed at 38,712.21, down 35.21 points, while the Nasdaq rose by 264.89 points to close at 17,608.44. Buoyed by lower-than-expected CPI in May and anticipation of interest rate cuts later this year, the Dow rose at the open. However, when the Federal Open Market Committee announced that interest rate cuts predicted by the members were reduced from 3 to 1 later this year, and that interest rates were expected to stop falling, the Dow fell. The Nasdaq continued to be supported by semiconductor-related industries, hitting an all-time high for the second day in a row and closing mixed. In terms of sectors, automobiles, automotive parts, semiconductors, and semiconductor manufacturing equipment rose, while telecommunication services fell. Clearing prices for Chicago's Nikkei 225 futures market settlement were 220 yen higher than Osaka's day session at 39,170 yen. In the ADR market, stocks such as Disco <6146>, Advantest<6857>, SoftBank Group <9984>, Tokyo Electron<8035>, Recruit Holdings <6098>, Hoya<7741>, and Mitsubishi Corporation<8058> rose, with overall buying preferences.
Nasdaq; 17,608.44; +264.89
CME 225; 39,170; +220 (compared to the TSE)
[NY market data]
On May 12th, the NY market was mixed. The Dow Jones closed at 38,712.21, down 35.21 points, while the Nasdaq rose by 264.89 points to close at 17,608.44. Buoyed by lower-than-expected CPI in May and anticipation of interest rate cuts later this year, the Dow rose at the open. However, when the Federal Open Market Committee announced that interest rate cuts predicted by the members were reduced from 3 to 1 later this year, and that interest rates were expected to stop falling, the Dow fell. The Nasdaq continued to be supported by semiconductor-related industries, hitting an all-time high for the second day in a row and closing mixed. In terms of sectors, automobiles, automotive parts, semiconductors, and semiconductor manufacturing equipment rose, while telecommunication services fell. Clearing prices for Chicago's Nikkei 225 futures market settlement were 220 yen higher than Osaka's day session at 39,170 yen. In the ADR market, stocks such as Disco <6146>, Advantest<6857>, SoftBank Group <9984>, Tokyo Electron<8035>, Recruit Holdings <6098>, Hoya<7741>, and Mitsubishi Corporation<8058> rose, with overall buying preferences.