HONJO Yuji（RIETI 教职研究员）/ IKEDA Yuya（国家科学技术政策研究所）/ KURIHARA Koki（中央大学）
Market Talk – September 23, 2025
ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 closed • Shanghai decreased 6.744 points or -0.18% to 3,821.833 • Hang Seng decreased 185.02 points or -0.70% to 26,159.12 • ASX 200 increased 35.00 points or 0.40% to 8,845.90 • SENSEX decreased 57.87 points or -0.07％至82,102.10
Market Talk – September 22, 2025
ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 increased 447.85 points or 0.99% to 45,493.66 • Shanghai increased 8.487 points or 0.22% to 3,828.576 • Hang Seng decreased 200.96 points or -0.76% to 26,344.14 • ASX 200 increased 37.40 points or 0.43% to 8,810.90•Sensex下降466.2
▼研究人员的眼睛☆欧洲委员会给Google受到了惩罚 - 在线广告服务市场中滥用控制措施☆“最低工资上升x中小型企业=一个善良的增长循环”？ -The outcome of the virtuous cycle of wage increases and growth entrusted to small and medium-sized enterprises ☆The background of the issue of foreigners becoming a point of contention -Policy that includes those who are angry a
Market Talk – September 17, 2025
ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 decreased 111.89 points or -0.25% to 44,790.38 • Shanghai increased 14.476 points or 0.37% to 3,876.341 • Hang Seng increased 469.88 points or 1.78% to 26,908.39 • ASX 200 decreased 59.20 points or -0.67％至8,818.50•Sensex增加了313.0
“养老金领取者将因明年4月从通货膨胀率上升到国家养老金的前景而感到高兴，” AnalystThere表示，英国今天早上的生活成本有些缓解 - 在四周到7月的7月7日，来自Worlderpanel的数据，杂货店的价格通货膨胀率放缓。这比上个月的5％下降了，但意味着杂货价格仍比工资上涨略高。Supermarkets自己的生产线现在占所有销售额的51.2％，高于一年前的50.9％，这些产品的销售量增长了5.9％。此期间增长了5.9％明年的平均工资增长将使他们的国家养老金的增长保持良好。 - 9月的通货膨胀数据将于下个月发布，如果这超过4.7％，那么我们可能会看到更大的增长。
2nd Look at Local Housing Markets in August
Today, in the Calculated Risk Real Estate Newsletter: 2nd Look at Local Housing Markets in AugustA brief excerpt: Tracking local data gives an early look at what happened the previous month and also reveals regional differences in both sales and inventory.August sales will be mostly for contracts si
Cotality: House Prices Increased 1.4% YoY in July
来自Cotality（以前是Corelogic）：美国房价见解 - 2025年9月2025年春季购房者季节柔和地结束，价格较慢的价格增长占主导地位，并有可能向更多买家打开大门。 •2025年7月的同比价格上涨至1.4％。这几乎是该月消费者价格指数中记录的通货膨胀率的一半。•每月价格上涨是今年的名义上的，在2025年6月至7月之间的负地区（下降了0.2％）。•南达科他州的价格年份的价格上涨了6.2％，与最高的房屋价格上涨了6.2％，并获得了最高的最高价格，并获得了最高的高价。完整列表包括新泽西州，南达科他州，康涅狄格州，罗德岛州和西弗吉尼亚州，所有这些都在全国性价格增长速度上的记录超过三倍以上
Market Talk – September 10, 2025
ASIA: The major Asian stock markets had a green day today: • NIKKEI 225 increased 378.38 points or 0.87% to 43,837.67 • Shanghai increased 4.929 points or 0.13% to 3,812.221 • Hang Seng increased 262.13 points or 1.01% to 26,200.26 • ASX 200 increased 26.90 points or 0.31% to 8,830.40•Sensex增加了323.8
1st Look at Local Housing Markets in August
Today, in the Calculated Risk Real Estate Newsletter: 1st Look at Local Housing Markets in AugustA brief excerpt: Tracking local data gives an early look at what happened the previous month and also reveals regional differences in both sales and inventory.August sales will be mostly for contracts si
Markets, AI, & The Great Dumbing
市场，AI和Matthew Piepenburg通过Vongreyerz.gold撰写的巨大哑铃，并带有Nasdaq和S＆P 500（由七个，由七个巨大的巨型垄断力量驱动而狭窄驱动）无知的政策制定者已经有条件（和其他人）可以假设没有倾诉，即美联储无法节省，该估值是该死的。在这种诱人的阳光灿烂的背景下，零售投资者越来越多地嘲笑风险管理（和风险管理者），以被动地驾驶ETF指标的冲浪板上的市场浪潮，对淹没的水平很小。 Buffett, Dalio, etc.) bravely (but in vain?) continue to warn of historical market risk grea
How can the UK avoid trouble in the gilts market? | Sushil Wadhwani
The government needs bold policies in the autumn budget that will change the narrative without startling the marketsAssume that Rip Van Winkle had gone to sleep on the eve of the US election on 4 November 2024 and had woken up on 1 September 2025 and was told that, in the US, developments included:a
Schedule for Week of August 31, 2025
The key report this week is the August employment report on Friday.Other key indicators include the August ISM manufacturing index, August auto sales, and Trade Deficit for July.----- Monday, September 1st -----All US markets will be closed in observance of the Labor Day holiday.----- Tuesday, Septe
Snapshots of Global Capital Markets
证券行业和金融市场协会（通常称为SIFMA）是工业协会：也就是说，它是由投资银行，资产管理人员，经纪人等的组织。在其他规则制定，游说和公共教育任务中，它发布了年度数据库：今年，SIFMA Capital Markets Handbook 2025（2025年7月）。这是…继续阅读全球资本市场的快照，全球资本市场的快照首先出现在可说服的经济学家上。
«Лента» намерена приобрести гипермаркеты «О’кей»
磁带网络“ Lenta”是Seversugrp Alexei Mordashov的一部分，打算购买O'Kay Hypermarkets。伊兹维斯蒂亚（Izvestia）告诉当事方进行谈判的三个消息来源。一位对话者说，该交易是在非重复提案（NBO）的阶段，涉及卖方与买方之间的条件协调。
ASIA: The major Asian stock markets had a green day today: • NIKKEI 225 increased 174.53 points or 0.41% to 42,807.82 • Shanghai increased 57.803 points or 1.51% to 3,883.562 • Hang Seng increased 490.77 points or 1.94% to 25,829.91 • ASX 200 increased 5.00 points or 0.06% to 8,972.40•Sensex增加了329.0
ASIA: The major Asian stock markets had a mixed day today: • NIKKEI 225 increased 23.12 points or 0.05% to 42,633.29 • Shanghai increased 54.66 points or 1.45% to 3,825.759 • Hang Seng increased 234.53 points or 0.93% to 25,339.14 • ASX 200 decreased 51.70 points or -0.57% to 8,967.40•Sensex下降了693.8
'Hawkish' FOMC Minutes Shows 'Majority' Fear Higher Inflation More Than Lower Employment
'Hawkish' FOMC Minutes Shows 'Majority' Fear Higher Inflation More Than Lower EmploymentSince the last 'dovish' FOMC statement (and Powell's post-statement 'hawkish' presser) on July 30th, we have had 'cool' payrolls print and 'hot' inflation prints with retail sales mixed... and now everyone is ant
