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20250718 reviewmarket analysis

U.S. tech continues to pause, safe-haven preference strengthened by lower long-term interest rates; CRSP continues to rise (2025.07.18)

2025年7月18日の米株は最高値圏で一服、長期金利は低下しドルは限定安。欧州は横ばい、日本株は選挙警戒で反落。資金はハイテクとエネルギーへ向かい、原油上昇・金横ばい。静かなリスクオンムードが継続。
20250717 reviewmarket analysis

2025.7.17 Market Insight|Strong retail sales drive S&P and NASDAQ to new highs; oil surges but gold softens

U.S. retail sales and unemployment insurance declines support the economy, with the S&P 500 and NASDAQ at consecutive highs. The U.S. 10-year Treasury yield rises to 4.50% but the dollar pauses, WTI surges to $67 on supply concerns, and gold falls to $3,345. High tech and energy prices support selective risk-on.
20250716 reviewmarket analysis

2025.7.16 RGTI sharply increased|Market was disturbed by reports of Powell's dismissal, but bought back, Nasdaq reached a new high, and the dollar lost some of its strength

On July 16, 2025, after a wild sell-off on reports of Powell's dismissal, the market bounced back and the NASDAQ hit new highs. Dow 44,254, S&P 500 6,264; US 10yr Treasuries drop to 4.46% and near ¥149/US dollar. Gold at $3,355 and WTI at $66.65. High-tech supported the market despite policy uncertainty.
20250715 reviewmarket analysis

2025.7.15 High-beta small-cap stocks resurface|USD at 148 yen on high CPI and low oil prices, but NASDAQ at new highs

On July 14, 2025, the S&P 500 +0.14% and NASDAQ +0.27% are higher. U.S. 10-year Treasury yield at 4.43% and the dollar at 147.77. Crude oil at $66/bbl, copper remains high, gold slightly lower. Selective risk-on market with U.S. tech and resources supporting the market even under tariff watch.
rklb 01Investment in the U.S.

Rocket Lab(RKLB): Future Prospects and Stock Price Outlook

Rocket Labs (RKLB) is a space company that is gaining attention for its 3D-printed engines and dedicated small satellite launch services; it is the second largest launch provider in the U.S. after SpaceX and aims to enter the mid-size market with its Neutron development. Comprehensive analysis of the company's business, technological advantages, government relations, and future potential.
20250714 reviewmarket analysis

2025.7.14 Market Insight|Nasdaq hits new highs, dollar remains strong but supported by resource prices, Palantir surges, crypto-related funds flow in

On July 14, 2025, the S&P 500 +0.14% and NASDAQ +0.27% are higher. U.S. 10-year Treasury yield at 4.43% and the dollar at 147.77. Crude oil at $66/bbl, copper remains high, gold slightly lower. Selective risk-on market with U.S. tech and resources supporting the market even under tariff watch.
rcat 01Investment in the U.S.

Red Cat Holdings(RCAT): Future Prospects and Stock Price Outlook

Red Cat Holdings (RCAT) is a pioneer in military drone technology, having been awarded the US Army's SRR Program of Record. With its strategic partnership with Palantir and Blue UAS certification, the company is playing a key role in next-generation combat. This presentation will detail the company's business, competitive advantages, future prospects and stock price outlook.
20250711 reviewmarket analysis

July 11, 2025 Market Insights|Stock Adjustment and Dollar Strength, Oil Surges and Gold Steady, Selective Risk Off

U.S. stocks rose to a new NASDAQ high and the S&P 500 continued to rise. The yield on the 10-year U.S. Treasury note rose slightly to 4.36%, the dollar remained strong at 146 yen per dollar, WTI crude was down 2%, gold rose, and funds were selectively flowing into large tech and resource stocks.
pl 01Investment in the U.S.

Planet Labs(PL): Future Prospects and Stock Price Outlook

Planet Labs (PL) is a leading company that uses hundreds of small satellites to observe the Earth every day, providing instantaneous data for multiple fields, including agriculture and national defense. This report takes an in-depth look at Planet Labs (PL), its business model, growth potential in its markets, competitive advantages, stock price trends, and future prospects.
20250710 reviewmarket analysis

July 10, 2025 Market Insights|Nasdaq continues to rise to new highs, oil falls back, gold firm, selective risk on

U.S. stocks rose to a new NASDAQ high and the S&P 500 continued to rise. The yield on the 10-year U.S. Treasury note rose slightly to 4.36%, the dollar remained strong at 146 yen per dollar, WTI crude was down 2%, gold rose, and funds were selectively flowing into large tech and resource stocks.
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