Weekly investment schedule is presented below.

Special Events.

There are some events where FRB top officials comment on interest rate hike in December. The news about the interest rate hike in December should be paid attention. Investor’s interest has been concentrated on next American president Trump’s politic too much. I think that the news on the rate hike in December will affect investor’s sentiment to a greater or lesser extent.

Special attention is required for the following events.

○Schedule of events that the FRB top officials are expected to comment on the interest rate hike in December.

15th：Lecture by FRB vice-chairman Fischer and FRB governor Tarullo.
17th：Congressional testimony by FRB chairman Yellen and lecture by FRB governor Brainard.
18th：Lecture by FRB governor Powell.

By the news about next American president Trump’s politic, long-term interest rates in the US have been already rising. It is noteworthy whether there will be a interest rate hike in December.

Below are the details of the investment schedule.

14th (Monday)

Japan：GDP preliminary figures (July-September period).
Japan：Lecture and press conference by Kuroda, who is the president in Bank of Japan.
Japan：Profit announcement (April-September)：3 postal companies, Mizuho, Dai-ichi Life, Mitsubishi UFJ, Mitsui Sumitomo FG, AIFUL, Sumitomo Realty & Development.
China：Industrial output and retail sales (October).
EU：Euro zone industrial production (September).

15th (Tuesday)

Japan：Condominium market trend in Tokyo metropolitan area and Kinki Region (October).
EU：Euro zone trade balance (September).
EU：GDP preliminary figures (July-September).
Germany：ZEW Economic forecast preliminary figures (November).
United States：Retail sales, import and export price index (October).
United States：Lecture by FRB vice-chairman Fischer and FRB governor Tarullo.

16th (Wednesday)

Japan：Number of foreign visitors to Japan (October).
UK：Unemployment rate (July-September).
EU：EU Finance Ministers’ Board.
United States：Wholesale Price Index (October).
United States：Industrial production, capacity utilization rate (October).
United States：NAHB housing market index (November).

17th (Thursday)

Japan：Bidding for 20-year government bonds.
Australia：Employment Statistics (October).
EU：Euro zone consumer price index preliminary figures (October).
United States：Housing starts and consumer price index (October).
United States：Congressional testimony by FRB chairman Yellen, lecture by FRB governor Brainard.

18th (Friday)

Japan：Economic outlook (2016-17, SMBC Nikko).
Japan：Economic outlook (2016-18, Nomura Securities).
Japan：Profit announcement (April-September)：SOMPO, Tokio Marine Holdings, MS & AD.
China：New city housing prices in major cities (October).
United States：Economic Leading Index Composite Index (October).
United States：Lecture by FRB governor Powell.

Caution
The contents of this blog are written based on the personal opinions. With respect to the loss caused by investment based on the contents of this blog, I do not take any responsibility.

Thank you,

k-zma

Weekly investment schedule is presented below.

Special Events

○Ballot counting of the American presidential election on November 8th.
In Japan time, the ballot counting of the American presidential election will start from 8:00 am on November 9th.

There are two cases when the result of American presidential election will affect the Japanese market.

In the case that the difference of the number of votes obtained is large between Hillary and Trump, the result of the American presidential election will make a significant impact on the Nikkei Stock Average in the afternoon session of Japanese market on November 9th.

However, this American presidential election is expected to be “head-to-head”. In the case of the head-to-head election, the determination of the winner might be up to the night on November 9th in Japanese time. The result of the American presidential election will be interwoven into the Nikkei Stock Average in the morning session on November 10th.

The following is the details of the investment schedule.

November 7th

Japan: Publication of proceedings subject matter of the meeting of the Bank of Japan(September 20-21 days held)
Japan: Announcement of financial results (From April to September): Teijin, Japan steelmaking, LIXIL, Nissan, Isuzu, SCREEN Holdings Co., Ltd, Yamaha, Mitsubishi Estate, Softbank
Europe: Eurozone finance ministers meeting
United States: the labor situation index (LMCI, October)
United States: Consumer credit outstanding (September)

November 8th

Japan: Diffusion index bulletin (September)
Japan: Announcement of financial results (From April to September): Obayashi Corporation, SHIMIZU CORPORATION, Kashima, Ajinomoto, Isetan Mitsukoshi, Toray, Kubota, Daikin, Toyota
Europe: The European Union (EU) finance ministers council
America: 3-year government bond bid
United States: Ballot counting of the American presidential election

November 9th

Japan: International balance of payments (September, April to September)
Japan: Trade Statistics (Beginning and middle of October)
Japan: Economy Watchers Survey (October)
Japan: Announcement of financial results (From April to September): House, JGC Corporation, Shiseido, Meiji HD
China: Consumer price index, industrial shipping price index (October)
United States: Wholesale inventories, wholesale sales (September)

November 10th

Japan: Corporate goods price index (Bank of Japan, October)
Japan: Option SQ
Japan: Announcement of financial results (From April to September): Taisei Ken, Yakult, Otsuka HD, Sumitomo ore, Toshiba, Mitsui not, Resona HD, T & D, NTT
China: Internet mail order “Single Day”
United States: Consumer confidence index preliminary (University of Michigan examined, November)

November 11th

Japan: Checking account factors affecting prospects
Announcement of financial results (From January to September): Lion, Uni-Charm
Announcement of financial results (From April to September): DeNA, Nisshin steel HD, Hitachi Zosen, Suzuki, Marubeni Corporation, Mitsubishi Corporation, Marui G
Australia: Retail Sales (September)
United States: Employment Statistics (November)
United States: Trade balance (September)

Caution
The contents of this blog are written based on the personal opinions. With respect to the loss caused by investment based on the contents of this blog, I do not take any responsibility.

Thank you,

k-zma

Weekly investment schedule is presented below.

Special Events

○FOMC results announcement in the USA on November 2th.
Probability of interest rate hike in November is very low. It is reasonable for FRB to determine whether to raise interest rates in December after checking the US employment statistics announced on November 4th.In addition, the American presidential election is on November 8th. If the interest rates rise before the presidential election, it were to cause confusion in the financial markets.

【Treasuries Yield Curve Steepens on Jobs Data as Fed Wagers Shift】
http://www.bloomberg.com/news/articles/2016-10-07/treasuries-rise-as-u-s-job-gains-trail-forecasts-in-september

○Results publication of the Monetary Policy Committee in United Kingdom on November 3rd.
The movement of the British pound should be paid attention. Just check how much influence the pound-yen exchange rate make to the dollar-yen exchange rate. Correlation of pound yen exchange rate and the dollar-yen exchange rate is very strong. In other words, if the pound weakens against the yen, the dollar weakens against the yen. Recently, the dollar-yen exchange rate is around $ 1 = 105 yen. However, the yen might strengthen against dollar, depending on the results publication of the Monetary Policy Committee in United Kingdom on November 3rd.

Moreover, Japanese market is closed on November 3rd. I think that it is November 3rd when foreign investors play a funny trick on the exchange rates.

○US employment statistics on November 4th.
US Employment statistics make a direct impact on the determination of interest rate hike in December. Pay attention to non-farm payrolls and the unemployment rate.

The following is the details of the investment schedule.

October 31st

Japan：Industrial production index bulletin (September)
Japan：Construction machinery shipments (September)
Japan：Housing starts (September)
Japan：Announcement of financial results (From April to September): Shionogi, Eisai, Kobe Steel, TDK, Fanuc, Murata Manufacturing, Mitsubishi Heavy Industries, JAL, TEPCO
Europe：GDP preliminary estimate (July-September quarter), CPI bulletin (October)
US：Personal Income, Personal Consumption Expenditure

November 1st

Japan：The results of the Bank of Japan meeting, outlook report
Japan：President Kuroda conference
Japan：Announcement of financial results (From April to September): Nippon Meat Packers, Asahi, Nippon Steel Sumitomo Metals, Sumitomo electricity, NTN, Sharp, Sony, Sumitomo Corporation, KDDI
China：Manufacturing, non-manufacturing industries, goods new manufacturing PMI (October)
Australia：The results announcement of Board of Directors
US：ISM manufacturing business confidence index (October)

November 2nd

Japan：Consumption Survey (October)
Japan：UNIQLO Japan sales announcement (October)
Japan：Announcement of financial results (From April to September)：Japan paper, Renesas, Mazda, Fuji Heavy Industries, Olympus, Itochu, Mitsui & Co., Ltd., NTT data
US：ADP employment report (May 10)
US：FOMC result announcement

November 3rd

Japan：Culture Day, the Japanese market closed on Thursday
United Kingdom：Results publishment of Monetary Policy Committee
US：Labor productivity index preliminary (July-September quarter)
US：ISM non-manufacturing business confidence index (October)
US：Factory orders (September)
US：Announcement of financial results (July-September quarter): Credit Suisse, Societe Generale, Starbucks

November 4th

Japan：Checking account factors affecting prospects (November)
Japan：Announcement of financial results(January to September): The Lion, Uni-Charm
Japan：Announcement of financial results(April to September): DeNA over, Nisshin steel HD, Hitachi structure, Suzuki, Marubeni Corporation, Mitsubishi Corporation, Marui G
Australia：Retail sales (September)
US：Employment statistics (October)
US：Trade balance (September)

Caution
The contents of this blog are written based on the personal opinions. With respect to the loss caused by investment based on the contents of this blog, I do not take any responsibility.

Thank you,

k-zma