Interest rate cut in the usa.
Bob Michael from JP Morgan, who is currently in Japan, seems to have explicitly mentioned interest rate cuts in the usa in September and December.
For now? Until September, individual stocks are likely to see expectations of price increases, so it seems like it will be busy with sector, stock selection, forecasting, IN & OUT, etc.
Before that, the monster? NVIDIA's earnings this month are also worth paying attention to.
Even so, Mitsubishi UFJ Financial... strong.
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面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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