Thoughts on future economic indicators...
The rough market from the end of July to the beginning of this month has gradually begun to calm down due to yesterday's CPI etc.!
Well, tonight the number of unemployment insurance claims will be announced.
Therefore, I would like to touch on recent problems such as unemployment.
In America, unlike Japan, layoffs where employees can be dismissed at corporate discretion are standard.
Recently, mass layoffs at Intel have become a hot topic.
But there's one more thing you should keep in mind.
Of course, I think many people who trade US stocks are investing in AI stocks and the semiconductor sector.
That AI... I think you've heard from a long time ago that there are jobs that are being eliminated along with the development of AI.
So how about that? The American economy is still as strong as ever...
Seen from this point of view, don't you think AI's impact on the economy is already beginning to appear little by little?
Like Therm's rule, the fact that theories that have been talked about in correlation with economic indicators up until now are starting to shift little by little may also be an effect of this...
In the future, I think there will be a future where economic indicators that are taken for granted will not function more and more along with the evolution of AI.
This is just my personal opinion, so please take it within the scope of the Yota story 😁
Well, tonight the number of unemployment insurance claims will be announced.
Therefore, I would like to touch on recent problems such as unemployment.
In America, unlike Japan, layoffs where employees can be dismissed at corporate discretion are standard.
Recently, mass layoffs at Intel have become a hot topic.
But there's one more thing you should keep in mind.
Of course, I think many people who trade US stocks are investing in AI stocks and the semiconductor sector.
That AI... I think you've heard from a long time ago that there are jobs that are being eliminated along with the development of AI.
So how about that? The American economy is still as strong as ever...
Seen from this point of view, don't you think AI's impact on the economy is already beginning to appear little by little?
Like Therm's rule, the fact that theories that have been talked about in correlation with economic indicators up until now are starting to shift little by little may also be an effect of this...
In the future, I think there will be a future where economic indicators that are taken for granted will not function more and more along with the evolution of AI.
This is just my personal opinion, so please take it within the scope of the Yota story 😁
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えいきちちゃん : Around spring, economic analyst Zakioka expressed the same concerns as Ponkichi. However, what Zakioka was talking aboutAIIt was a story about taking jobs from relatively high-paying people, such as programmers and engineers, so it may be a bit out of line with Ponkichi's concerns.
What I think about the future of the American economy... I suddenly became optimistic based on economic indicators 1 and 2, but even after taking one Sahm rule, it would take several months to verify whether this works, so I feel like it's clearly too early to think “it's okay already.” Since interest rates are high, the risk that the economy will stall is very likely, and I think it would be premature to decide that “there will be no hard landing.”
Last but not least, I did a lot of activities under the same name as you when I was a student, so I made some comments.
ポンチキ OP えいきちちゃん : Professionals already had such an idea!
I was wondering if it was a little more in the future, but it was already mentioned
I think Eikichi's opinion is correct.
If anything, AI erosion is usually replaced by white collar, and the range shown by the index is probably centered around blue color.
Of course, I still can't say that the market is stable...
There are geopolitical risks, and there are also undetermined risks such as presidential elections...
However, there seems to be plenty of money, and if good indicators like tonight come out, I think there will be energy to buy.
Of course, it depends on the sector, but there is a tendency for attractive tech brands etc. to be searched out because they have declined!
It's also the market price taking into account the September interest rate cut, so there are elements that become unstable due to a slight gap...
It is said that the old handle name is the same, so thank you for your feedback