Is AI going through a cooling-off period for now?
$NVIDIA (NVDA.US)$ Does this mean that the current high valuation of US stocks is not justified by the earnings? Was what they were carrying too big?
I want to buy it again at the right time. However, on the other hand, essential products and healthcare are being bought aggressively during the economic downturn.
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素人投資家です
コアはS&P500で個別やレバレッジETFは基本短期売買
インフルエンサーを気取る気はありませんので、あしからず
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12345abcde : Indeed, the USA has already entered a recession. This can be seen from the recent movement of key indexes. Economic stimulation through interest rate cuts is effective. However, the active upward movement of the US market seen since the beginning of this year may weaken. In addition, the exchange rate difference between the US and Japan is expected to widen in the future. The Federal Open Market Committee (FOMC) is considering three interest rate cuts after September, in December and within the year, given the current situation of the US economy. In line with this, the Bank of Japan is also considering additional interest rate cuts within the year. As a result, US stocks may rise, but they will also face significant foreign exchange losses due to the exchange rate difference.
アマチュア投資家 OP 12345abcde : From a risk management perspective, it is indeed necessary to hold a cash position in yen, for sure.