The Time Has Come—The Load of the 50bp Rate-Cut
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https://note.jp/matt2cents/n/n4efcf5bb14a2? sub_rt=share_sb...
https://note.jp/matt2cents/n/n4efcf5bb14a2? sub_rt=share_sb...
Chairman Powell's speech content: The possibility of interest rate cuts has been suggested, and a change in policy direction can be seen. The timing and pace of interest rate cuts will depend on future data.
US stock market movements: Major indices (NY Dow, S&P 500, NASDAQ, Russell 2000) have risen overall. In particular, Russell 2000's small to medium cap stocks rose significantly.
Exchange rate and Bitcoin: The yen appreciated and the dollar depreciated due to interest rate cuts in the United States. Bitcoin is also rising.
Interest rate trends: Yield on 10-year government bonds and 2-year government bonds has declined. An environment where stock prices tend to rise due to interest rate cuts will be prepared.
Trends by sector: Stock prices have risen in a wide range of sectors, such as real estate, technology, consumer goods, materials, and energy. Large tech stocks rose by around 1%, and Tesla rebounded 4.5%.
ETF recommendation: Small and medium cap ETFs are attracting attention, and diversified investments are possible over a wide range.
Future risks and prospects: NVIDIA's financial results announcement next week could have a significant impact on the market. Central banks in various countries are also positive about cutting interest rates. Japan's Governor Ueda maintained a cautious stance with a view to raising interest rates.
Investment strategy: “short-term rally”. stepwise
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