Turn your worries about a hard landing completely around!? (1/2)
⭐ ︎ Fundamental Analysis (Rating: 3/5)
・Concerns about a hard landing rather than US economic indicators→Expectations for a soft landing are rising.
・Due to developments related to Ukraine and Israel, it is not strange that it worsens at any time and becomes a factor in the decline. However, even if there is a temporary decline, there is room for growth in the medium term.
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US Economic Indicators(Rating: 4/5)
・PPI: 2.2% (forecast: 2.3%), core PPI: 2.4% (Expected: 2.7%) (YoY compared to same month)
・CPI: 2.9% (Expected: 3.0%), Core CPI: 3.2% (Expected: 3.2%) (YoY compared to same month)
・Retail Sales: 1.0% (forecast: 0.3%), retail sales (excluding automobiles): 0.4% (Expected: 0.1%)(YoY)
・Number of new unemployment insurance claims:22.710,000 cases (forecast: 0.235 million cases), number of continuous unemployment insurance recipients: 186.410,000 people (1.875 million people)
・University of Michigan Consumer Attitudes Index and Preliminary Figures: 67.8(Expected: 66.9)
→ There were concerns about a hard landing due to a sharp rise in the unemployment rate, but “the number of unemployment insurance claimsPrediction↓” “CPI • PPI • Retail Sales • Consumer Attitudes Index Prediction↑Expectations for a soft landing will increase due to”.
Related to Ukraine (Rating: 2.5/5)
・It was revealed on the 16th that the Ukrainian military, which continues cross-border attacks on Kursk Oblast in western Russia, blew up a bridge over the Seim River flowing through the state. This bridge has been used by the Russian military to supply supplies to front-line units, and there is a possibility that supply will be affected.
→I can't see a sense of direction.transitoryThere is a possibility that it will be a factor in the decline
Related to Israel (Rating: 2.5/5)
・The US President received negotiations held in Doha, the capital of Qatar, and expressed optimism that they were close to an agreement. In response, Hamas executives scoffed at it on the 17th, saying “it's an illusion.”
→I can't see a sense of direction.transitoryThere is a possibility that it will be a factor in the decline
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