Steel Mentor (Jackson Mental Analysis)
After going through Jackson Hole, bonds were bought and interest rates dropped drastically, and I think it was due to statements where interest rate cuts were viewed as almost certain, but at the same time, the dollar index also declined, and I feel that I am also overreacting too much to movements that seem linked to dollar depreciation in the direction of dollar depreciation 🟰 interest rate cuts economic recession is close...![]()
The current pace of interest rate cuts is entering into a recession if interest rates are not cut at a fast pace![]()
It looks like an insertion like that, but depending on the employment statistics for 9/6, I think it will show whether it is correct, and that employment is still healthy and the pace of interest rate cuts has been too much, of course, the Fed must think about the pace of interest rate cuts so as to continue stabilizing employment while suppressing the risk of rekindling inflation, but I don't want inflation to rekindle even if the economy is slightly broken Well, in that case, if there is no problem with future employment statistics, I think interest rates will be cut while looking at CPI and PCE without impatient interest rate cuts, and there is a possibility that interest rate declines and depreciation of the dollar will be corrected, and when it comes to stock prices, if employment is healthy, it is difficult to predict that the unemployment rate will rise significantly, but the possibility is not 0, so be careful, there is a sense of security mixed with jokes etc. from Pau-chan's tone and outlook I was able to hear that, just as there is a market saying don't go against the Fed, I felt like Pau-chan was telling me to buy stocks in response to this press conference![]()
This is my personal opinion, just for reference![]()
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SOXL、TSLL、マイニング株で中長期でまずは資産1億目指しているものです┏○ﾍﾟｺｯ
鋼のメンタルは客観的データに基づくもの
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