from now on...
Please listen to it as an amateur's opinion 💦
The fact that employment statistics have been weak until now has suggested a recession.
However,
Originally, the weaker one was in the news (= interest rate cuts),
It was a weak number after the FOMC suggested a rate cut in September, so it just became bat news (= concern about the recession).
For now,
・The performance of companies that are announcing financial results is showing
・Interest rates will be cut and funds waiting in MMF (= there are about 600 trillion yen) will flow into stocks
・Economic stimulus policies by Trump
I'm waiting for things like that, so I don't think it's a scene where they go down from the market at all...??
That being said, the impact of exchange rates is also significant
・Daily economic indicators watch
・Geopolitical risk alert
However,
Originally, the weaker one was in the news (= interest rate cuts),
It was a weak number after the FOMC suggested a rate cut in September, so it just became bat news (= concern about the recession).
For now,
・The performance of companies that are announcing financial results is showing
・Interest rates will be cut and funds waiting in MMF (= there are about 600 trillion yen) will flow into stocks
・Economic stimulus policies by Trump
I'm waiting for things like that, so I don't think it's a scene where they go down from the market at all...??
That being said, the impact of exchange rates is also significant
・Daily economic indicators watch
・Geopolitical risk alert
I personally feel that it would be good to do it.
Please let us know what you think 💦
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
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codeOZ(家長) : Semiconductors are leading indicators, so I think the impact of asset effects from stock prices on the economy is greater than the impact of a recession on stock prices. It was almost at the bottom when the recession began. People who like risk can get a lot out of it by staying on, but if anything, it's probably safer to look at the fan and pick it up too much due to confusion in detail.
wwolfvct : If I could read the future...