J_M_RIN
:
I believe that semiconductors and bitcoin are correlated, and regardless of the short-term thinking, both will rise in the medium to long term, regardless of the president. The USD/JPY is correcting towards a stronger dollar from a state that has factored in an economic recession. US stocks are on an upward trend with no clear direction, while the Nikkei is on an upward trend due to predictions of a prolonged weakening of the yen.Regarding the economic downturn, rather than the resolution of the inverted yield of the 10-year and 2-year bonds, the Federal Reserve Bank (FRB) is still focused on resolving the inverted yield of the 10-year and 3-month bonds. Therefore, even if it occurs, it is still considered to be a long way off.
StreetLife
:
No matter which way it goes, bitcoin seems to have been on the rise since around October. Many people are becoming pessimistic, and it's about time to SELL IN MAY (sell in May and return in the second week of September).
StreetLife
J_M_RIN
:
No, it has been in a yield inversion for 3 months and 10 years, right? So it's not about becoming a yield inversion, but about resolving the yield inversion? Is that what you mean?
J_M_RIN
StreetLife
:
That's rightI'm looking at this with emphasis, and since it hasn't been resolved yet, I'm wondering if the recession is still ahead I forgot to add resolution... sorry
StreetLife
:
Oh, I see! I understand.I hope we can get through without an economic downturn, but it's a critical situation. With the presidential election coming up, do you think the economic downturn will happen next year instead of this year?
ぴるさん OP : Trump victory
Bitcoin ↑↑↑ (virtual currency preferential policy)
Semiconductors ↓ (concerns about Taiwan)
Nikkei Average ↓↓ (weak dollar policy)
Harris victory
Bitcoin ↓↓↓ (virtual currency regulation policy?)
Semiconductors ↑ (dispelling concerns about Taiwan)
Nikkei Average -(dispelling weak dollar policy)
I'm thinking about it, what do you think?
ぴるさん OP : I definitely want to hear everyone's opinions ♪
J_M_RIN : I believe that semiconductors and bitcoin are correlated, and regardless of the short-term thinking, both will rise in the medium to long term, regardless of the president. The USD/JPY is correcting towards a stronger dollar from a state that has factored in an economic recession. US stocks are on an upward trend with no clear direction, while the Nikkei is on an upward trend due to predictions of a prolonged weakening of the yen.
Regarding the economic downturn, rather than the resolution of the inverted yield of the 10-year and 2-year bonds, the Federal Reserve Bank (FRB) is still focused on resolving the inverted yield of the 10-year and 3-month bonds. Therefore, even if it occurs, it is still considered to be a long way off.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
StreetLife : No matter which way it goes, bitcoin seems to have been on the rise since around October. Many people are becoming pessimistic, and it's about time to SELL IN MAY (sell in May and return in the second week of September).
StreetLife J_M_RIN : 逆イールドの解消のことですか??
J_M_RIN StreetLife : Um, I'm sorry. Was there any explanation missing somewhere?
?
StreetLife J_M_RIN : No, it has been in a yield inversion for 3 months and 10 years, right? So it's not about becoming a yield inversion, but about resolving the yield inversion? Is that what you mean?
ぴるさん OP StreetLife : Is it likely that the yield curve inversion will be resolved later?
J_M_RIN StreetLife : That's right
I'm looking at this with emphasis, and since it hasn't been resolved yet, I'm wondering if the recession is still ahead![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
I forgot to add resolution... sorry
StreetLife : Oh, I see! I understand.
I hope we can get through without an economic downturn, but it's a critical situation. With the presidential election coming up, do you think the economic downturn will happen next year instead of this year?
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