Both the Ministry of Finance and the Minister of Finance are read as "ZAIMUSYOU" in Japanese, which is confusing for even Japanese. 

 

Looking at the budget allocation, you can see which ministries and agencies hold the big budgets. 

 

The Minister and the Ministry are complicated. Ministry and Agency are also complicated. Moreover, many politicians hold multiple posts, so you may not know who the leader is.


The Cabinet Office has a Minister of State for Special Missions. This is a minister and is placed in the Cabinet Office to plan important national policies.

The ministers that I am interested in are as follows


Minister in charge of promoting vaccination
Minister of Finance in charge of overcoming deflation
Minister of State for Economic Sector Cooperation with Russia
Minister of State for Children's Policy
Minister of State for Digital Reform, Consumer and Food Safety
Minister of State for New Capitalism
Minister of State for Startups 
Minister of Space Policy
Minister of Economic Security


https://www.cao.go.jp/minister



Post-restructuring ministries:




Agency hanging on to the Ministry:.



Well, interest rates closed lower last week, but stocks sold off. Is this a consolidation of positions before the holidays? Or a new trend? When interest rates fall and stocks fall, we need to be careful. 

 

I have reduced unrealized gains in stocks. This would be the week to decide if I need to make additional reductions.



Nasdaq 100: Changes in the Nasdaq 100:



The yield on the 10-year Treasury note:

The yield on 2-Year Treasury Note: 

 


I will watch how stocks react to a narrowing of the 2-year to 10-year spread.