Today's Tanuki news.(2021/02/05)

-The number of infected people in the world has already peaked out.

-Some reports suggest that it will take some time to end.

-BUT, the expected jobs report was not so good.

-If economic indicators are poor, economic assistance will be provided.

-In fact, stock prices are up today.

-Due in part to China, exporters' financial results are strong.

-There are quite a few record high profits.

-Exports to the US are also strong.

-The food and beverage industry is also divided between light and dark.

-After all, brokerage services are not performing well.

-Kadokawa's profit margin is growing rapidly.

-On the other hand, there are concerns that demand will be preempted.

-There is also a partial trend to shift to the suburbs.

-The performance of the world's largest IT companies has been phenomenal.

-Taking advantage of monetary easing, corporate bond issuance in the order of one trillion yen is on the rise.

-The widening gap is a limitation of monetary policy.

-The stock market is once again coming in too biased towards buying.

ハイテク・輸出企業等、一部企業における好決算の要因は？

1　業種間の格差拡大(巣ごもり需要）

2　潤沢な金融・財政支援策

3　それらに伴う需要の先食い(補助金、GOTO期限などの駆け込み需要)

一部財政出動に伴う金利上昇で割安株を買う動きが報じられているが、

最終的には今後、何の物(サービス)が売れるのかで判断する必要がある。

現状の経済指標では、FRBは金融政策をまだ変更できないだろう。

created by Tanuki