From the figures announced by the FOMC!
$iShares 20+ Year Treasury Bond ETF(TLT.US$ This time, the FOMC, which thought it was a pigeon faction based on the CPI results, was unexpectedly a hawk faction!
I think bond investors who were waiting for interest rate cuts were disappointed 😭
However, I think the basis for cutting interest rates 3 times to 1 time per year in FOMC figures is a numerical value that is 1 part strong, and the inflation rate announced this time from 2.6% to 2.8% at the end of '25 was revised from 2.2% to 2.3% at the beginning of '25. However, GDP remained at 2.1%, and the inflation rate was rising!? This is because the FOMC says itself that the economy is weak!?
I think the strong plating of the American economy is peeling off 🤔
Nevertheless, I have an image that the Fed delays interest rate cuts, and that interest rate cuts fall at a considerable angle rather than a gradual decline 😋
I'm steadily expecting a change in NISA, bonds, and exchange rates 🥱
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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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akipi_ : The market is uneasy around the time TLT and TMF have started to rise steadily
It looks like they want to move away from stocks soon
投資家 t9m OP akipi_ : Right! Next time I want bond prices to rise slowly without being deceived
The stock price is expected to rise slightly from the range and fall, but I'm scared, so I'm on the sidelines
akipi_ : Certainly there was such a thing around April
Personally, I'm most afraid of the announcement that government bonds will be increased to fund the war
In the US economy, leading indicators such as the number of job offers and gasoline prices have deteriorated, so I don't think it will go in a bad direction when it comes to bond investment.
Even so, Powell is stubborn and has strong beliefs
投資家 t9m OP akipi_ : Certainly! Reckless bond issuance is the most disgusting news, isn't it
Thanks to the Fed, the probability of a crash is rising!
If any rate cut occurs, funds will always flow into gold or bonds
Let's be a little more patient and wait for that time