Maybe I'm disappointed with the exchange
The US interest rate cut is slightly closer to 25 bps due to the September 32 bps forecast, and 2-year bonds are currently around 3.90%.
The exchange rate is just 144 yen in the above situation.
If the yen swings higher than here, the 38,000 yen split; if the yen doesn't rise higher, the box is 38,000 to 38,400 yen. If the appreciation of US stocks progresses and the exchange rate does not move, it may be over 38,400 yen, but the upper price is heavy.
Each one is mixed.
this situation?
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