I thought next week's ISM and employment statistics would be a turning point, but...
Looking at the economic indicators of the past two weeks, I think the outlook for the USA entering a recession in the near future has significantly retreated. Rather, depending on the results of next week's ISM and employment statistics, a slowdown in the pace of interest rate cuts is expected, and there is a high probability that it will become headwinds for bond investment. Although stocks and bonds have been moving in opposite directions, for the time being, it seems that the stock market is likely to take the lead.
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