[US Market] Stock price increases are expected after January 24! [Slowing inflation and interest rate cuts]

Good news this time!

America's June, which was announced last weekPCE deflator(Personal Consumption Expenditure Price Index)

Although it has risen 3% from 1 year ago,Growth has shrunk for the second month in a row.

*PCE deflator: An indicator showing high prices

Also, the core index, which excludes food and energy, rose 4.1% from a year ago.

This has also shrunk to the level since September 2021.

It has been shown that the high inflation rate is settling down.

In this way, it seems that inflation (= soaring prices) that has continued in the US will finally come to an end.

Then, if we look at analysts' predictions, by cutting interest rates in the future,

It is said that it is also possible to aim for the possibility that the economy will improve without falling into a recession (soft landing).

When this happens, what we can expect next is a “rise in stock prices.”

By lowering interest rates that had been forcibly raised in the future in order to suppress inflation

That's because monetary tightening has come to an end, and monetary easing will occur.

What is the timing of interest rate cuts as of 2023/07/31
It's “2024/5.”

In other words, it may be possible to aim for a full-scale rise in stock prices around this time.

I would like to continue to follow market conditions.