[5 books this morning] Selected news to read before starting work
Still inappropriate
FRB Director Bowman stated that there are several upside risks to the inflation outlook, and policy interest rates will be held for a whileMaintaining a high standardI once again expressed the idea that it was necessary. “We are still not at an appropriate point for policy interest rate cuts,” and he said, “I intend to maintain a cautious stance in the approach of considering future changes in policy stance based on risks and uncertainties surrounding the economic outlook.” Meanwhile, FRB Director Cook”At some point” He said it would be appropriate to cut interest rates.
Access blocked
US Open AI, which developed the interactive artificial intelligence (AI) “ChatGPT,” will begin blocking access to the company's tools and software from July to Chinese developerswarnedLocal media reported. It was suggested that they are taking a more aggressive stance in order to lock out users from countries that do not provide services. According to screenshots posted by the Securities Times and the like on social media on the 25th, Open AI sent documents to developers in multiple regions about blocking access.
Still going on for years
Even if the total market value of NVIDIA in the US, the king of AI, disappears about 430 billion dollars (about 68.67 trillion yen) in 3 business days, it is a trivial event for Steve Eisman of the Neuberger Berman Group. Mr. Eisman, who is known for predicting the collapse of subprime mortgages before the 2008 financial crisis and carrying out the “short sale of the century,” said he held “a lot” of NVIDIA shares and thought of them as long-term investment targets with an eye on the years ahead. There is some concern that growth will be too rapid, but Eisman says he will be the last to worry about stock prices.
More dangerous
Adam Tooze, a professor of history at Columbia University in the United States, pointed out that even if US President Biden is re-elected, there is a risk that the deep partisan confrontation in the United States will bring uncertainty to the market. “From a political point of view,A riskier scenarioIt's about Biden winning.” He explained that the uncertainty brought about by Mr. Biden's victory is due to how the Republican Party led by Mr. Trump will respond to Mr. Trump's defeat for the second time. It added that there is a possibility that the market will see this as an outcome lacking stability.
A surprise defeat
The opposition party and the Conservative Party won in the by-election held on the 24th in the electoral district in central Toronto, Canada's largest city. This electoral district has been a stronghold, so to speak, where the ruling party and the Liberal Party have maintained seats every time since 1993, and ahead of the general election scheduled to be held next year, Prime Minister TrudeauA big blowIt becomes. The current election is positioned as a de facto vote of confidence for Prime Minister Trudeau, and it seems that pressure on the prime minister to resign before the general election will intensify.
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2020年から米国個別株に転向，
6/17〜6/21 先週比-1.6%、深い分析は負けにくいPFの構築に役立ちます。
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