The main electronic equipment has a strong order backlog, with hot stocks focused on power semiconductors.

American 10-year Treasury yields have once again risen to the 3.4% range set in June, showing a strong movement. The impact seems to be due to Federal Reserve Chairman Powell's speech at the Jackson Hole meeting in August, where he made it clear that they will not ease their stance on interest rate hikes unless historical inflation improves.

Nevertheless, despite expectations that inflation in the American stock market may soon peak, stock prices have been gradually rising. However, both the Dow Jones Industrial Average and the Nasdaq Composite Index quickly retraced back to levels around the time of the Jackson Hole meeting.

The price of WTI crude oil futures had dropped from around $100 per barrel to the low $80s range, raising expectations that inflation might peak. However, the Consumer Price Index (CPI) for August announced on September 13 showed an 8.3% year-on-year increase, indicating that inflation not only did not peak but also demonstrated resilience. Although the growth rate shrank for a second consecutive month as the increase in gasoline prices slowed down, the index excluding energy and food rose by 6.3%, expanding from the previous month.