I want to play around

ピンハネ : Hmmm...That's because there's anxiety about whether Grandpa Biden will be able to maintain the presidential election as it is
There is some economic impact, and at present, Grandpa Trump has the upper hand, and the market, investors, etc. are preparing to avoid risks in the direction of Grandpa Trump becoming president
That's a bit difficultI don't think interest rate cuts in September are possible, and I think the gap and divergence themselves have an adverse effect on the market economy

ピンハネ : In the current presidential election, due to speculation about Grandpa Biden's withdrawal, old man Trump's dominance has already been factored in, funds are being transferred between dollars, government bonds, and other assets, and positions are tilted towards dollars and short-term bonds as a hedge against rapid increases in risk
Market participants are leaning towards deals that incorporate inflation-inducing policies such as easing fiscal policies and strengthening American protectionism to some extent while closely monitoring economic trends in anticipation of the presidential election raceIn order to minimize the impact on the economy, the dollar has begun to rise, US bond yields rise, and shift changes to bank stocks, medical stocks, energy stocks, etc.I feel the current situation is that even if there are no interest rate cuts in September, they are starting to move to minimize the impact on the economy

乱空 OP ピンハネ : The person himself says he won't retreat, but I feel like it's difficult when it comes to whether Mr. Biden can fight
That said, it doesn't seem like Mr. Trump's dominance can be overturned where others stand at the moment, so I guess they'll just let them go
I'm also convinced that it will be a trend of easing fiscal policy and strengthening American protectionism by factoring in Mr. Trump's dominance

If it's just about the numerical value of the inflation rate, will it be once at the end of the year...
However, when it becomes visible, I also feel that it is already in a state where it can be perceived as worsening as a matter of fact...
I'm a little worried in terms of the extent to which the impact on the economy can be suppressed, but I have no choice but to believe that the upper side is moving in various directions

As for shift changes, I'm watching it because I'm wondering if it's a trend where changes are made while making good use of summer rallies and making them look like that.
In particular, I feel a slight sense of incongruity with recent movements relating to sectors involving resources, and I am receiving the feeling that prices are moving in order to collect purchases

ピンハネ 乱空 OP : American protectionism is viewed as a geopolitical threatAlso, I feel that if Old Trump becomes president, there is a risk that America will be divided (polarized)
In terms of resources, there is also a feeling that energy-related things such as electricity are slightly overheated in the environment surrounding data centers

乱空 OP ピンハネ : Personally, I have a strong impression that Mr. Trump = polarization
Also, in my personal opinion, short-term (ad hoc?) I think I have a strong impression of that kind of response

It's hard to decide which one is the best to become president, but...
I think it is essential for us to make adjustments according to the current situation

ピンハネ 乱空 OP : It's essential to readjust the portfolioI'm surprised that many individual investors in Japan are optimistic, even though market participants and investors from Sydney and Germany are also bracing themselves

乱空 OP ピンハネ : Basically, I'm also a relatively optimistic person, so maybe I'm in a surprising category

I can't say it unequivocally, but...
There's a feeling that people who have views that aren't mainstream opinions often don't give opinions that aren't on the table