Ratchet effect is "Higher and Longer" :-)

Market hunting in Japan after the USA market holiday, resulting in a surge in semiconductors.

Average wage decreased in the USA employment statistics announcement, with attention to the number of double workers.

✅ SoftBank G, AMM, AI/medical investment, energy hitting all-time highs on listing - Toyota, Sumitomo Mitsui FG, Mizuho, Solar Frontier, TDK, Namura Shipbuilding on the rise.

✅ Stock rising on Trump's victory - Iran runoff election, final round of voting in France on 7/7. A reduction announcement party by the Bank of Japan from 9th to 10th (participant meeting) with entertainment. How many million yen (suitable scale)?

Possibility of significant slowdown in US employment in June - pushing scenario for multiple interest rate cuts later this year.

✅ #Bitcoin $BTCJPY ⤵ Dollar-Yen 🆙 Mach GoGoGo

✅ Impressions: Reaching record highs in both Japan and the US. Bonds and exchange rates are moving the market due to political uncertainty.

Last year, July 3 was the peak of the stock price.

This year, abnormal seasonality in April and June. Prepare for a strong dollar and inflation (gold, silver) before the FOMC meeting, also signaling the "#RatchetEffect"...

Oh? Someone was saying "Higher and Longer" by Papaou.