ダイワ投資情報マンスリー7月号
Senior Strategists Takatori and Ueda will provide an overview of the market outlook for July. Lecturers: Chiyo Takatori, Senior Strategist, Investment Strategy Department, Daiwa Securities Akihiro Ueda, Senior Strategist, Investment Strategy Department, Daiwa Securities Recording Date: June 25, 2026 #DaiwaInternetTV #DaiwaSecuritiesGroupHeadquarters
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Professional Analysis: The Current State of US & Japanese Markets + 7 Japanese Stocks to Watch (D...
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7月1日(水)東京マーケット＜前引け＞
![Kohei Morinaga (Economic Analyst) [Official] Ohayo Tera-chan July 1 (Wed)](https://i.ytimg.com/vi/2QeUmVsKDSs/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDvxxEPOPGtLYJTyGz7sGSGypas4w)
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Kohei Morinaga (Economic Analyst) [Official] Ohayo Tera-chan July 1 (Wed)
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Turn any question into a professional report with Deep Research, in under 10 minutes
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UKRAINE WAR: "Suddenly, many bloggers from Russia are talking about it!" New killer weapon shocks!
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Billionaire's WARNING: I'm SELLING. The Crash Is Already Here!
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July 1 (Wed) Tokyo Market Closing Report
![[Kioxia In-Depth Analysis] Why Is There "Still Room to Grow"? / "Two Strategies to Crack Into NVI...](https://i.ytimg.com/vi/wEJY3U30mFE/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLDIOlh-WvEhZyIUz4r_zQ6rYPoBvg)
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[Kioxia In-Depth Analysis] Why Is There "Still Room to Grow"? / "Two Strategies to Crack Into NVI...
![🔴[19시 생방송] 국민연금 매도 대기 속 7월 시장 대응은? | 인포맥스라이브 260630](https://i.ytimg.com/vi/KSBvVzRLFMo/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCoPnMpJQ9D50iWy5KHZgrLUuhE6Q)
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🔴[19시 생방송] 국민연금 매도 대기 속 7월 시장 대응은? | 인포맥스라이브 260630
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Manufacturing Equipment and MLCC Stocks Skyrocket
![[Eiji Kinouchi x Toru Sasaki] The impact of the situation in Iran will be temporary, Japanese sto...](https://i.ytimg.com/vi/MQ2AUfzYy8g/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLAll1rK9AfND7qE7Tqel10t3R9RLQ)
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[Eiji Kinouchi x Toru Sasaki] The impact of the situation in Iran will be temporary, Japanese sto...
![[Historic 39-Year Low for the Yen] The Real Reason for the Surge in the USD/JPY Exchange Rate and...](https://i.ytimg.com/vi/gzHlg3p0zwc/hqdefault.jpg?sqp=-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCwlM24HYCHWhtpzt5Fs8N9z-AqVA)
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[Historic 39-Year Low for the Yen] The Real Reason for the Surge in the USD/JPY Exchange Rate and...
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Memory Stock Report: Micron Technology Announces Q3 FY2026 Earnings. Upward Revision to Kioxia's ...
![[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...](https://i.ytimg.com/vi/cjZSKuEWdSE/hqdefault_custom_2.jpg?sqp=CLDmk9IG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCr6_Y8Tmrtzmk2vI-TQyeMWCZzVw)
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[Testa x Emin] How Long Will the Semiconductor Boom Last? / The Polarization of Global Stock Mark...
![[Eiji Kinouchi’s Latest Forecast] Are Japanese Stocks Heading for a Major Crash? / Danger Ahead f...](https://i.ytimg.com/vi/0X8csJAiVCw/hqdefault_custom_2.jpg?sqp=CLDmk9IG-oaymwEjCNACELwBSFryq4qpAxUIARUAAAAAGAElAADIQj0AgKJDeAE=&rs=AOn4CLCG1ViWrS3O21TYZbLNc91BhEwVKQ)
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[Eiji Kinouchi’s Latest Forecast] Are Japanese Stocks Heading for a Major Crash? / Danger Ahead f...
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July 1 (Wed) Tokyo Market Opening
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How Trading Like an Idiot Makes Me $10,000/Month (15 Minutes a Day)
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【日銀”弱腰利上げ”で続く副作用】市場の攻撃が為替に向かう可能性／植田総裁“病欠”に見る危険な兆候／暮らしへの影響「マイナス面大きい」／有事の円買いは消滅／日本人の資産防衛、最適解は？／加谷珪一の解説
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【最強の高配当株6選】児玉一希×大川智宏／目指せ配当金生活・不労所得／毎月配当金がもらえる鉄板ポートフォリオ／値上がり益も狙える銘柄を厳選／バフェットが保有するあの銘柄も【マーケット超分析】
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