Domestic-demand related stocks will lead the market on speculation consumer prices may finally gain.

Machinery makers are enjoying steady increases in their production. Japan's strong economy is boosting domestic demand.

It's simply that there was too much of a gain in too short a period of time. Investors are looking for any pointers to get out of the market for now.

But the market is leaning more and more toward the idea that Murata's figures are probably a little too conservative.

That has definitely had an impact on the market. It relieved some concern -- that was the one thing everyone had been most worried about.

The market has run up too far, too fast. But it's been showing resilience (to profit-taking). Selling has been mounting up on recent gainers such as banks and steels, but they seem to be holding up fairly well,