SHUICHI TANIOKA– Author –

On May 14, 2025, both the Nikkei and TOPIX fell back. Profit-taking selling and a strong yen weighed on the market, and the TOPIX index, which had risen 13 times in a row, fell for the first time in 14 business days. Explanation of market trends after a pause in the rise.

Rice prices remain high, hitting households directly. This is due to a combination of factors, including reduced production and lower quality of 2023 rice, hoarding, competition for varieties, distortions in the distribution structure, and limits on the release of government stockpiled rice. In this article, we will explain the whole picture and future prospects in an easy-to-understand manner.

Nissan Motor Co., Ltd. will fall to a final loss of 670.8 billion yen in its fiscal 2024 financial results. We will explain in an easy-to-understand manner bold management restructuring measures, such as reducing the number of employees by 20,000 people, restructuring → 17 factories to 10, reducing costs by 500 billion yen, and strengthening collaboration with other companies.

The domestic corporate goods price index (CGPI) in April 2025 will be 126.3 (2020=100), a record high for the eighth consecutive month. +4.0% year-on-year and +0.2% month-on-month, in line with market expectations, with soaring rice prices and rising electricity and gas prices driving the upward pressure on prices.

A comprehensive review of the Tokyo and New York markets in the early morning of May 14. A brief introduction to the rise in Nikkei futures, the movement of USD/JPY, the trend of the US 10-year Treasury yield, and the rise and fall of the three major US indices.

The U.S. April CPI came in lower than expected and the dollar was in favor of selling, but the dollar-yen rebounded after a brief decline. Markets are focused on slowing inflation and the Fed's policy outlook.

The Nikkei average continued to grow significantly and recovered to the 38,000 yen level. The U.S.-China tariff agreement, the rise in U.S. stocks, and the weak yen are tailwinds. Easy-to-understand explanations of hot stocks, industry trends, and future outlook with AI voice.

The Nikkei average rose sharply on the back of the U.S.-China tariff reduction agreement, and the TOPIX rose for the 13th consecutive time for the first time in about 16 years. Inflow of foreign money into large-cap stocks.

In the Tokyo market on May 13, the Nikkei average is expected to continue to grow significantly against the backdrop of an agreement to reduce tariffs between the United States and China and a weaker yen. U.S. stocks surged the night before with all three major indices sharply tilting investor sentiment toward risk-on.

2025年5月、アメリカと中国が追加関税の115％引き下げで合意。これを受けて為替市場ではドル円が急騰、VIXも急低下し、投資家心理が大きく変化しています。市場反応をチャートと共に詳しく解説。