I'm overly optimistic...
In response to the results of the April employment statistics this time, it was confirmed that there is a deceleration trend in the US economy, but looking at FedWatch, the market is excessively optimistic even if interest rates are cut twice within the year. I don't think it's too much factored in.
Defeating inflation is more difficult than you might imagine. There is also a risk of stagfling if the steering is wrong. I want you to measure the timing of steady and steady rate cuts on a steady basis.
I'm looking forward to a soft landing.
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元銀行員。現在は医療機器メーカーの営業職。世界情勢・経済の動向分析と乗馬が趣味のアラフォー・一般サラリーマンです。
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Free rider OP 町田良和 : High-tech and healthcare sectors are growth opportunities. We are focusing on the financial sector as a negative risk factor. America is a credit card society. The US economy looks strong in macro data, but the current credit card delinquency rate is rising. Personally, I think the financial sector is like a house on the sand.
Free rider OP : I agree wholeheartedly.
The financial sector is, for better or worse, a house in the sand.
Therefore, I believe that NASDAQ100, which does not include the financial sector, will continue to grow steadily over the long term.
I'm still lacking in my studies, but looking at your comments, I'm guessing you're quite knowledgeable.
Thank you for your continued support.
Free rider OP 町田良和 : In conclusion, they are winning.
However, in the future, individual stock positions will drop to increase the proportion of long-term reserve management in dollar-denominated investment trusts.