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The recent stagnation of the euro against the dollar is attributed to rising U.S. interest rates and concerns about short-term overvaluation. While there was significant euro appreciation, potential further gains may depend on U.S. market conditions and global monetary policies.

The discussion covers the impact of Trump's tariffs, suggesting they burden American citizens while potentially affecting Japan's exports. It questions how these tariffs may not significantly harm Japan, but instead pose challenges to the U.S. economy, urging a reconsideration of trade policies. Additionally, it highlights overseas investor behavior amidst tariff uncertainties.

AIの学習や推論の性能は「メモリ」が左右している
DRAMは「一時的な記憶」メモリ、NANDは「長期保存用」メモリ
半導体のDRAMとNANDは、どちらもデータを保存するための記憶装置（メモリ）であるが、それぞれ使い道や特徴が異なる。DRAMは、パソコンやスマートフォンの「一時的な記憶」に使われるメモリである。電源が入っている間だけデータを保持し、電源を切るとデータは消える「揮発性メモリ」で、データを読み書きする処理スピードが速く、処理能力を高めるために重要な部品だ。
一方のNANDは、USBメモリやスマホ、SSD（ソリッドステートドライブ：記憶装置）などに使われる「長期保存用」のメ

Supermicro's stock soared 60.8% in early 2025 after a favorable audit from BDO, despite previous turmoil. However, challenges from supply chain issues and underwhelming revenue growth have left investors cautious. Future performance hinges on the upcoming Blackwell semiconductor launch and market sentiment.

Bitcoin continues to surge, recently hitting all-time highs amidst a stable market, while altcoins show strength. The focus remains on strategic trading positions for both Bitcoin and Ethereum as their upward momentum persists.

This week, major U.S. banks will announce their Q2 earnings, drawing attention to their impact on the economy and forecasts. Analysts see high valuations, yet many stocks remain below target prices. Upcoming results may boost market confidence.

In the week of July 7, the S&P 500 and Nasdaq 100 ended lower despite reaching record highs mid-week, influenced by tariff concerns. Nvidia's market cap topped $4 trillion, while energy stocks performed well. Upcoming earnings announcements from financial and tech sectors are expected to shape market sentiment.

The Tokyo stock market experienced a decline due to concerns over U.S. tariff policies, with the Nikkei average falling 110 points. Individual stocks showed mixed results, reflecting market apprehensions ahead of the upcoming Japanese elections and U.S. market trends.

CFTCの統計によると、円買いポジションは5月から35％縮小したが、依然として過去最高水準であり「買われ過ぎ」の状況が続いている。この修正が今後の円安に影響を及ぼす可能性がある。

During the week of July 4-10, Bitcoin reached an all-time high due to trade negotiations and rising tech stocks. Market confidence improved after concerns over large address fund movements were addressed. Expectations around tariff negotiations and potential rate cuts could see Bitcoin eyeing new highs next week.

The essay reflects on summer experiences, including visiting morning glory and hôzuki festivals in Tokyo, while contemplating the season's vibrant essence and flavors. It emphasizes the choice of perspective on the heat and excitement of summer.

The USD/JPY exchange rate remains stagnant after significant fluctuations in early 2025. Speculators maintain a yen appreciation outlook, while monetary policy uncertainties in the U.S. and Japan hinder currency movement. Key economic indicators in mid-2025 may trigger future volatility.

In July 2024, a third U.S. dollar selling intervention led to a rapid reversal of the yen's depreciation to an appreciation, marking a significant monetary shift amidst market speculation and intervention criticisms.

僕はこれまで石破さんを「何もしていない」と批判してきた。前回のストラテジーレポート（7月7日付『今夏の参院選と株式市場』）では、参院選で与党が負けても株は上がるのではないかと書いた。その理由は、石破政権は何もやってこなかった（に等しい）政権なので、そんな政権なら退陣してくれたほうがいい、よって株価は上がるのではないか、と述べたのだ。
そんな石破さんから、あんな発言があるとは思いもしなかった。
「これは国益をかけた戦いだ。なめられてたまるか」。9日、JR船橋駅前の街頭演説で、石破首相はそう述べて「私たちは言うべきことは、たとえ同盟国であっても、正々堂々、言わなければならない」と強い口調で訴え

The essay discusses voting methods available for elderly individuals requiring care or those unable to visit polling stations due to responsibilities like caregiving. It outlines four options, including using voting support cards, mail-in voting, absentee ballots at care facilities, and considerations for those with dementia. The author shares personal experiences related to caregiving and voting.

The US stock market saw major indices rise, led by the Dow, which closed at 44,650.64, up 192.34 points. Positive labor market data and strong earnings from Delta Air Lines boosted investor confidence, prompting gains across various sectors.

The 2025 stock market is volatile, with the S&P500 rising 5.5% amid uncertainty. Identifying oversold stocks like UnitedHealth, Marvell, and Deckers may yield gains as they could outperform the index in the latter half of 2025.

J-REIT prices continue to rise, recovering key levels despite fluctuating U.S. interest rates. However, domestic long-term interest rate increases could pose risks, though many J-REITs may remain resilient due to high fixed-rate borrowing.

Japan is experiencing unprecedented heatwaves, prompting interest in companies benefiting from the surge in demand for cooling products, clothing, and beverages amid climate change challenges. Stocks related to summer heat are gaining attention.