US CPI

Announced at 2023/12/12 22:30CPI(Consumer Price Index) compared to the previous year3.1%That was it. This is the result as expected by the market. What is the market currently paying attention tosoft landingI wonder if I should do it.FRBWhat is a soft landing defined by (US Federal Reserve)”The economy continues to grow, the labor market is strong, and inflation is falling”. without killing the economy,unemployment rateKeep it at its current low level,inflation rateChange it to 2%. This issoft landingThat's it. The US had a soft landing only once in the 1960s, but inflation was revived less than a year or two after interest rates were cut. Interest rates have risen and stock prices have plummeted.soft landingStock prices rose when it was successful, so if the soft landing was successful,Stock heightIt is expected. Before every recession, there was a soft landingrumourIt's something that's done every time. What is the market price for next year 2024It becomes roughIt can be said that this has been confirmed.Stock heightIf it happens, if you don't have US stockslossI'll do it. If the soft landing fails, if you have US stockslossesI will wear it. We must create a portfolio that can handle whichever situation occurs. What needs to be done is that the decline has begungoldIt's about buying and picking them up at a low price. The reason is that even if a soft landing is successful, a few years from nowInflation has reignitedThis is because there is a high possibility. If the soft landing fails, the economy will enter a recession, and US stocks will fall. If US stocks fallgoldwill be bought. Money was also bought during the coronavirus shock. Next year 2024 will be a market where individual discretion is quite divided as to what extent they hold US stocks and to what extent they hold commodities-related (gold) shares.