教養チャンネル wrote a post · Oct 25, 2024 07:55

The cautious attitude of the Bank of Japan and the strength of the US economy, as well as the growth of the AI market, indicate the future outlook.

☑️Regarding the monetary policy of the Bank of Japan

Governor Ueda commented, "There is time available."
- A stance to assess the impact of the weakening yen and the US economy
- Low immediacy of policy changes

☑️Trends in the US economy

Initial jobless claims: Decreased, labor market remained solid
- September new home sales: Increase, with rising interest rate risks
・Corporate activities: Expansion supported by service demand.

☑️US bond market

・Technical rebound: Recent movements following selling pressure.
・Strength of the US economy supporting yield increase.
・Retreat of rate cut expectations: Continued pressure for long-term interest rate increase.

☑️Inflation and geopolitical risks

Hammock's President: Progress in inflation control yet to reach target.
・Vigilance against sudden surge in energy prices.
The possibility of a rate cut is low.

👍 AI market in India

Nvidia: Collaborating with Mr. Ambani to build AI infrastructure in India
In India: Aiming to shift from software export to AI
AI proliferation: Aiming to improve productivity in agriculture, mainland education, and manufacturing

【Educational Perspective】
Against the background of BOJ Governor Ueda stating that there is "time flexibility," it is considered necessary to carefully observe the impact of the weakening yen and the U.S. economy.
While carefully examining domestic prices and economic trends in Japan, a stance of avoiding sudden policy changes is evident.
On the other hand, in the USA, the labor market and corporate activities are strong, and there is a possibility of continued rise in long-term interest rates.
Although there may be a temporary rebound in the US bond market, expectations of fiscal expansion due to Mr. Trump's re-election prospects weigh heavily, and the possibility of interest rate cuts is low.
We explain in detail on the LIVE broadcast.

#Investment #USDJPY #ExchangeRates #NISA #Retirement #Assets #AssetManagement #Pound #Dollar #Yen #Euro #MexicanPeso #TurkishLira #Profit #InterestRateHike #InterestRateCut #Index #Dollar #DXY #Fundamentals #TechnicalAnalysis #EnlightenmentChannel #GovernmentBonds #PreciousMetals #Zinc #Platinum #Copper #Silver #Gold #Rubbers #Palladium #Sugar #Soybeans #Orange #Coffee #Wheat #Corn #Cocoa #Cacao

Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more