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The whereabouts of the market

“Cancellation of negative interest rates”
“End of yield curve control”
“End of risk asset purchases such as exchange-traded funds (ETFs)”
I expect the yen to appreciate moderately due to the above three factors
The sense of overheating in semiconductor brands has abated, and I don't think there will be any significant growth for now
The forecast for the Nikkei Average is 38900
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