米コア小売売上高は期待外れ

During yesterday’s American session, the US Core Retail Sales rate came in lower than expected, striking down ambitions that the Fed may have been temporarily given some lee-way, should they decide to continue their rate hiking path. The lower than expected rates, is a stark reminder that the high-interest rates imposed by the bank, may be making their way to the surface, thus traders who may have hoped that the greenback would have gained some support following the release, were left disappointed. Furthermore, Canada’s CPI rates were released yesterday, which where indicative of easing inflationary pressures on the economy as the CPI rates came in lower than expected on all accounts, thus market analysts appear to be divided over whether or not the BoC will hike in their next meeting. In the US Equities markets, we note that Reuters is reporting that Johnson and Johnson (#JNJ) who is due to release their earnings tomorrow, will have to pay $18.8 million to an individual who claimed he developed cancer, as a result of exposure to the company’s baby power. Furthermore, Ford appears to be taking a page out of Tesla’s playbook, by cutting prices on their electric F-150 lighting pickup by as much as $10,000. In addition, we would like to highlight yesterday’s earnings report by Morgan Stanley (#MS) and Lockheed Martin (#LockheedMT) who both outperformed analysts’ expectations. However, what might be interesting during today’s earnings release is Goldman Sachs (#GS) with many anticipating a horrendous earnings release by the bank, that may not be even near to that of their competitors. For today’s earnings, we would be paying close attention to the earnings releases of IBM (#IBM), Tesla (#TSLA) , Netflix (#NFLX).Lastly, we note that during today’s Asian session BOJ Governor Ueda has once again re-iterated the bank’s commitment to maintaining its ultra-loose monetary policy after stating that “If our assumption (that sustained achievement of 2% inflation remains distant) is unchanged, our overall narrative on monetary policy remains unchanged“. Thus, indicating the banks unwillingness to conduct drastic changes at this point in time.

米国株式市場では、明日決算発表を控えるジョンソンエンドジョンソン（#JNJ）が、同社のベビーパウダーにさらされた結果、がんを発症したと主張する個人に対し、1,880万ドルを支払わなければならないとロイター通信が報じている。さらに、フォードはテスラに倣い、電気自動車F-150を10,000ドルも値下げするようだ。さらに、昨日のモルガンスタンレー（#MS）とロッキードマーチン（LockheedMT）の決算報告も注目したい。しかし、今日の決算発表で注目されるのはゴールドマンサックス（#GS）で、多くの人が同行のひどい決算発表を予想している。

今日の決算では、IBM（#IBM）、テスラ（#TSLA）、ネットフリックス（#NFLX）の決算発表に注目したい。最後に、日銀の上田総裁が本日のアジア市場で、「（インフレ率2％の持続的な達成は依然として遠いという）前提が変わらなければ、金融政策に関する全体的なシナリオに変更はない」と述べた後、超金融緩和政策を維持するとのコミットメントを再び強調したことに注目したい。