[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.

NYDOW; 44,910.65; +188.59

Nasdaq; 19,218.17; +157.69

CME225; 38,300; +130 (compared to Osaka)

[NY market data]

On the 29th, the NY market rebounded. The Dow average increased by 188.59 dollars to 44,910.65 dollars, while the Nasdaq finished trading with an increase of 157.69 points at 19,218.17. Following the presidential election, the small business confidence index rose, and it became clear that President-elect Trump had constructive dialogues with the leaders of Canada and Mexico regarding tariff policies, easing concerns and improving investor sentiment led to purchases after the opening. Optimistic views suggested that sales from retail discount sales would reach a record high on Black Friday, the day after Thanksgiving, along with expectations for the year-end shopping season, increased buying, particularly in the retail sector, boosting the overall market. The decline in long-term interest rates was well received, strengthening high-tech stocks, and the market remained solid throughout the day, with the Dow closing at a new record high. By sector, automobiles, auto parts, and semiconductors and related manufacturing equipment rose, while real estate had a slight decline. The Chicago Nikkei 225 futures settlement price was 130 yen higher compared to Osaka during the day at 38,300 yen. In the ADR market, compared to the Tokyo Stock Exchange (converted at 1 dollar to 149.59 yen), Denso <6902>, Disco <6146>, Komatsu <6301>, SMC <6273>, and Mizuho FG <8411> rose, while Japan Post Bank <7182>, Japan Post <6178>, Nidec <6594>, Seven & I Holdings <3382>, MS&AD Insurance Group Holdings <8725>, Mitsubishi UFJ Financial Group <8306>, and Nintendo Co Ltd <7974> fell, resulting in a mixed overall performance.