Bonds haven't risen yet!?
$iShares 20+ Year Treasury Bond ETF (TLT.US)$ Interest rate cuts are in the air, and good news is coming out, and it's becoming a comfortable environment for bond investors!
Even if you look at dollars and yen, dollars were sold in large quantities from CPI, but they are returning, and the dollar is still strong due to the difference in 10-year bonds between Japan and the US
If you look deep into the rise in American stock prices and the reverse yield curve, it seems that bond investors will be required to persevere for 1 or 2 more months 🤔
While saying that, I'm looking forward to the end of May, but I'm watching even though I want the mentality to gather now 😅
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今は米国債一本です！
とりあえず1億目指してます😊
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新div : China sells US bonds and buys its own currency to support it. Also, China is buying more gold.
Countries holding US bonds
1st Japan
2nd place United Kingdom
3rd China
There is a possibility that sales of US bonds in China will also hit bottom somewhere. As there are currently many dollar transactions, there is a possibility that the dollar will be exhausted if US bonds are sold more than this.
While the US and China are in a trade war, the circulation of $ decreases due to mutual export and import restrictions, while the value of the Chinese yuan also decreases, China's dollar holdings decrease, factories away from China are relocated, foreign investors reduce Chinese assets, and the economy
I'm going to get hit.
The division between the Russian and Chinese economies and the West is progressing.
Russia and China are doing trade as an alternative
There is a limit.
If they stop buying things from Russia and China, the economy
It won't spin.
The West will also be hit, but if you think about it in the long run,
By reducing dependence on China
India and Japan are also benefiting.
投資家 t9m OP 新div : China is also in a pretty difficult situation! selling at a low price is the worst lol
However, since America is still the strongest government bond, I want them to secure solid credit until TLTTMF profits are made
新div : If you look at the long TLT and TMF charts, the ceiling and bottom are
You can tell by looking at it in the past, but where is it now?
I really don't understand.
However, interest rate hikes have stopped, QT tightening has also shrunk, and the end is near.
Interest rate cuts may also be rapid, just as there were no gradual interest rate cuts in the past, and the speed of interest rate hikes was fast.
While visibility is poor
The accelerator is fully improved and seems to brake suddenly.
The car doesn't stop suddenly.
投資家 t9m OP 新div : I really think so!
Even if there is no big profit in the future, I think the timing is near when it will always be a profit and you can feel safe
新div : Interest rate cuts are unthinkable with good timing.
There is a gap in economic indicator data
Inflation has slowed = economic stagnation
Savings due to COVID-19 have also decreased, and I'm at a loss
Even if consumption declines and interest rates are cut, the economic recession has occurred many times in the past.
Currently, strong economic indicators and bad indicators are alternating.
It's shaking from place to place.
投資家 t9m OP 新div : First of all, it's the end of May
There are dividends in June! Just wait slowly 
新div : I hope dividends will increase from March.
.
Since there are dividends, grip strength is gained.
It would be really scary if there were no dividends