Market outlook and analysis for this week.
Attention will be on the interest rate policy and inflation response measures in the FOMC meeting minutes due to the market expectations being exceeded.
US Economy:
① The market predicts the timing of rate cuts and scenarios for a soft landing.
② The content of the meeting minutes influences stock prices and exchange rates.
US Core Consumer Price Index:
④ An important indicator showing inflation trends.
⑤ If the rise continues, there is a higher possibility of the Federal Reserve Board maintaining high interest rates, becoming a factor in stock price fluctuations.
After China's National Day:
⑥ Attention is focused on the reopening of the Chinese market after National Day.
The impact of the rise in Chinese stocks due to the stimulus measures by the People's Bank of China.
Possible correlation of Chinese-related stocks and ETFs, especially with Fanuc Corp and Shiseido Company,Limited Sponsored ADR.
【Educational Perspective】
In the market this week, the effects of the US FOMC meeting minutes and US consumer price core index are significant.
As a result of the positive employment statistics indicating the strength of the US economy, the attention on the Federal Reserve's interest rate policy will increase further. If the inflation indicators are higher than expected, there is a high possibility of the interest rates remaining unchanged or tightening measures being prolonged.
As a result, although stock prices may temporarily rise, there is also the potential for the return of tightening risks.
Following the Chinese National Day, with the background of the People's Bank of China's large stimulus measures, short-term stock price increases are expected. However, it is uncertain whether the Shanghai and Hong Kong markets will continue to rise at this momentum.
Looking at past cases, the higher the expectations, the higher the subsequent adjustment risks tend to be.
For China-related stocks, while short-term gains are expected, excessive optimism is not advisable, and a cautious stance is necessary, but focusing on increasing profits is never a bad thing.
US Economy:
① The market predicts the timing of rate cuts and scenarios for a soft landing.
② The content of the meeting minutes influences stock prices and exchange rates.
US Core Consumer Price Index:
④ An important indicator showing inflation trends.
⑤ If the rise continues, there is a higher possibility of the Federal Reserve Board maintaining high interest rates, becoming a factor in stock price fluctuations.
After China's National Day:
⑥ Attention is focused on the reopening of the Chinese market after National Day.
The impact of the rise in Chinese stocks due to the stimulus measures by the People's Bank of China.
Possible correlation of Chinese-related stocks and ETFs, especially with Fanuc Corp and Shiseido Company,Limited Sponsored ADR.
【Educational Perspective】
In the market this week, the effects of the US FOMC meeting minutes and US consumer price core index are significant.
As a result of the positive employment statistics indicating the strength of the US economy, the attention on the Federal Reserve's interest rate policy will increase further. If the inflation indicators are higher than expected, there is a high possibility of the interest rates remaining unchanged or tightening measures being prolonged.
As a result, although stock prices may temporarily rise, there is also the potential for the return of tightening risks.
Following the Chinese National Day, with the background of the People's Bank of China's large stimulus measures, short-term stock price increases are expected. However, it is uncertain whether the Shanghai and Hong Kong markets will continue to rise at this momentum.
Looking at past cases, the higher the expectations, the higher the subsequent adjustment risks tend to be.
For China-related stocks, while short-term gains are expected, excessive optimism is not advisable, and a cautious stance is necessary, but focusing on increasing profits is never a bad thing.
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