The relationship between exchange rates, US stocks, and long-term bonds.
This is my speculation, but while long-term interest rates are rising, there is a high probability that US stocks will rise.
I believe that the truly dangerous moments are when long-term interest rates start to decline and when the yen swings too high.
America is still deciding to issue a large amount of long-term bonds through its US government bond issuance plan, and it is desirable for America to issue long-term bonds as much as possible in a low long-term interest rate environment.
If Japan swings excessively towards a strong yen, it will sell yen to buy US bonds. In other words, if the yen appreciates excessively, buyers of US bonds will emerge.
If long-term interest rates fall, it becomes easier for the exchange rate to appreciate, providing an excellent opportunity for America to issue long-term bonds, and Japan will buy US bonds to some extent to control the exchange rate.
Since a large issuance of long-term bonds implies a significant decrease in liquidity, I believe that the stock market is facing a situation akin to a nightmare.
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投資歴は今5年目
上がる銘柄がだんだん分かるようになってきました
チャットはよく分からないので基本NGで！
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