USA market at the beginning of the week

ひろ0723 : It doesn't respond even though it's strange if it goes up even more on Friday's PMI index, and if you look at Thursday's ICBM, continued increase in payment acceptance, and negative business conditions, it doesn't really respond much by the end of the year no matter whether interest rates are cut or not, and the NAS market price is moving only due to expectations and anxiety about Trump next year. I have a feeling that Trump's expectations have slightly exceeded semiconductor export control anxiety, and big increases will be repeated even if not by the end of the year. It's okay at the beginning of the year, it's essential to go up regardless of whether there is a reason or not ^_^

tm_speedstyle371 OP ひろ0723 : I understood the situation very well. Thank you

ひろ0723 tm_speedstyle371 OP : Even if the world that will eventually come is in recession, I think high tech and big tech are different stories, so NAS is the main focus. If I think about next year, it may be the year everything is raised, but I think what's left is still NAS, so I'm considering a strategy for the beginning of the year ^_^

ひろ0723 tm_speedstyle371 OP : The NASDAQ, which is expected to grow, has a strong tendency to decline when real interest rates become negative, so from the current inflation rate, it is rather advantageous to have higher interest rates. Interest rate cuts have come to an end soon, so I rather welcome them. Of the 100, there are close to 45, including negative ones, that have a PER of less than 30. A steady rise can also be expected if PER stocks that are too expensive occasionally fall and gas is removed. Well, I hope to kick it up this week and go back before the election ^_^ good night m (__) m

J_M_RIN : I think the adjustments are over due to the decline from last week, and I think the actual rise will begin next week  I feel that last week's movement is quite a good move for next week, PCE is attracting attention, but if it gets this far, there should be no market at a single month's value, and whether the FOMC rate cut or stay unchanged is already almost 5 to 5 and the market has already entered the market, so I don't think either way it will have a big impact on the market

ひろ0723 J_M_RIN : That's right.The market is not focused on year-end indicators. The sentiment is such that everything will be resolved at the beginning of the year ^_^ See you again.