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Chairman Powell of the US Federal Reserve (Fed) avoided presenting specific guidance on when to cut interest rates for the first time on the 2nd,“dovish”It seems to show such an attitude. Chairman Powell also revealed that there has been considerable progress in the Federal Reserve lowering the inflation rate to policy targets.
Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
Overall, more than half of financial institutionsThe first rate cut will be in SeptemberI anticipate that.
CitigroupInterest rate cuts of 25 bp in September, November, and December, respectivelyI'm predicting it. In June, the bank revised downward its previous forecast, which had been to cut interest rates 4 times from July. The main indicator that the bank is paying attention to is the unemployment rate, which rose moderately from 3.9% the previous month to 4% in May. Also, the inflation rate is expected to cool down in the next few months.
Similar to Citigroup, Goldman Sachs and Nomura Securities also anticipate that the first rate cuts will be in September.
JPMorgan, which has a hawkish stance, predicts that the first rate cut will be in November since labor market momentum continues to be strong. The bank changed the number of interest rate cuts from 3 to 1 this year, but the employment situation is sluggish, and interest rate cuts took a few months...
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$Super Micro Computer(SMCI.US$
What do you do if you go 3 steps forward and 2 steps, or 4 steps back ❗
What do you do if you go 3 steps forward and 2 steps, or 4 steps back ❗
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Micron plummeted 8% and NVIDIA is cheap
$Micron Technology(MU.US$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA(NVDA.US$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom(AVGO.US$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
$Micron Technology(MU.US$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA(NVDA.US$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom(AVGO.US$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
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This week's points
Will Japanese stocks rise this week? It has passed the policy meeting between the US FOMC and the Bank of Japan, and it seems that it will be a development aiming above the top (Bloomberg). The Bank of Japan meeting was accepted as “not hawkish,” the rise in long-term interest rates came to an end, and the yen exchange rate entered the 1 dollar = 158 yen rangeThe trend of depreciation of the yen is clearIt becomes, etc.Positive factors for the stock market are increasing. However, the European stock market was almost completely safe last weekend, and the decline in France and Italy was particularly large,Market with a strong risk aversionIt was. In Europe, political unease associated with the rise of far-right forces, starting with France, which is preparing for the National Assembly election at the end of this monthStock Market BurdenIt has become. Meanwhile, domestically, the National Consumer Price Index (CPI) will be announced on the 21st. It is an important indicator for confirming the virtuous cycle of wages and prices that the Bank of Japan cites as points of monetary policy decisions. The year-on-year rate of increase in core CPI for April exceeded 2% for 25 consecutive months. If it rises from expectations, the Bank of Japan will move ahead of schedule and concerns about the economy will spread, and the exchange rate will swing in the direction of appreciation of the yen,Factors driving down Japanese stocksIt's going to be...
Will Japanese stocks rise this week? It has passed the policy meeting between the US FOMC and the Bank of Japan, and it seems that it will be a development aiming above the top (Bloomberg). The Bank of Japan meeting was accepted as “not hawkish,” the rise in long-term interest rates came to an end, and the yen exchange rate entered the 1 dollar = 158 yen rangeThe trend of depreciation of the yen is clearIt becomes, etc.Positive factors for the stock market are increasing. However, the European stock market was almost completely safe last weekend, and the decline in France and Italy was particularly large,Market with a strong risk aversionIt was. In Europe, political unease associated with the rise of far-right forces, starting with France, which is preparing for the National Assembly election at the end of this monthStock Market BurdenIt has become. Meanwhile, domestically, the National Consumer Price Index (CPI) will be announced on the 21st. It is an important indicator for confirming the virtuous cycle of wages and prices that the Bank of Japan cites as points of monetary policy decisions. The year-on-year rate of increase in core CPI for April exceeded 2% for 25 consecutive months. If it rises from expectations, the Bank of Japan will move ahead of schedule and concerns about the economy will spread, and the exchange rate will swing in the direction of appreciation of the yen,Factors driving down Japanese stocksIt's going to be...
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