Future developments
The reason I looked back down on last week ① Bank of Japan interest rate hike ② American recession ③ worsening situation in the Middle East ① is already far away, so I think there is no need to deal rapidly with yen carry, and I think pressure on yen appreciation is declining. There was a real big shock when it became an economy with interest rates for the first time in decades, but the market reacted 1 day late, so I think there are many investments that have been delayed in history That's why I think investors who made profits in the first half of this year also recorded considerable losses when inflation subsides by looking at future indicators ②, but at the same time, I think it will be a recession. Interest rate cuts are something that should be done when the economy is really deteriorating, and I think interest rates will be cut if there is negative growth, for example, but in the current state, I don't think interest rate cuts will keep smelling like interest rate cuts the whole time If you don't do it, there's no need to cut interest rates, I think it also has the meaning of reducing the big impact by making it known to the market in advance. I think the Fed is superior by several levels. I think there was a difference where the Bank of Japan hadn't implemented a major monetary policy for decades, so I'm wondering if it's okay to move by believing that the Fed will hit a policy so that America is in a soft landing ③ If so, the market will drop, but on the contrary, I think there is a possibility that this will be a shopping place. Even if you look at Ukraine, I think it felt like the market returned in about a week. Summary I think the biggest concern is American economic trends. It's a matter of course, but let's check the financial results of CPI Applied Materials with Tsubusa next week, it's my opinion, so thank you for reference only
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