The FOMC meeting and interest rate outlook in the United States

新div OP : The presidential election is on November 5th, the FOMC meeting is on September 18th, and the next one will be on November 7th. It's very important to consider the number of interest rate cuts and the market outlook. On September 18th, the FOMC meeting is crucial. On September 20th, there will be a BOJ policy meeting. It's uncertain how the Japanese and American markets will be affected. Also, in October, there will be U.S. corporate earnings. Depending on the results of high-tech and semiconductor stock earnings, it's a dilemma where to invest. Considering the preparation for year-end from the presidential election, there are many events for early preparation, so take your time to think. Most of the Q2 earnings were from high-tech and semiconductor industries, so it's crucial to think about what to pick up. In the end, only a few stocks like Meta and Apple saw an increase in the Q2 earnings. I chase the earnings results (ヽ(A`*)ﾉ≡). I check the movement of the stocks while looking at the recent low of the price volatility. After being hit hard in the July and August U.S. stock exchange rate and stock price volatility, I won't just sit back and take it. Currently considering a portfolio adjustment with a 60/40 U.S. ratio, and considering reducing the portfolio of Japanese stocks and possibly moving some to U.S. stocks. Let's think it through carefully.

新div OP : I think the Bank of Japan will consider avoiding the influence of the presidential election, the LDP presidential election, and the new prime minister's impact.

With the Ueda shock,
the foreign exchange and Japanese markets are in chaos.
Let's be careful of his statements and announcements.
Until now,
there has been little movement in the Japanese market,
and I haven't paid much attention to the movement.

Since Ueda, there has been movement like a roller coaster,
raising the exchange rate and stock prices to a peak
and then dropping them.
With two currency interventions and interest rate hikes,
they have been battered.

Who will become the new president of the LDP?
We need to take a close look.