スマイリー山川
voted
If there are others, please let me know in the comments!
Translated
7
$TOYO Co(TOYO.US$
Disgraced by Japan
Disgraced by Japan
Translated
1
スマイリー山川
liked
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...
Translated
![Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240704/1ce24ce43f648d21287add04757cd39c.png/thumb?area=105&is_public=true)
![Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240704/a75f1637f7434fbe8f668bd00b201257.png/thumb?area=105&is_public=true)
![Chairman Powell speaks out about the “pigeon faction”! What assets should you pay attention to during the Fed's interest rate cut cycle?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240704/4ee909a464c14fcb8530ad1a1048cd62.png/thumb?area=105&is_public=true)
+2
66
1
スマイリー山川
commented on
A new opinion poll by IFOP on Thursday revealed that the far-right National Coalition is unlikely to win a majority in the second round of the French parliamentary election.
The IFOP expects the National Union to win 210 to 240 seats in the National Assembly, which falls short of the 289 seats required for an absolute majority. Meanwhile, the left-wing New Popular Front is expected to win 170 to 200 seats, and the French President Emmanuel Macron's ensemble coalition is expected to win 95 to 125 seats.
In another opinion poll announced before dawn on this day, half of the respondents answered that they wanted the far-right national assembly (RN) to win an absolute majority. According to actual predictions, 47% of respondents believe the National Assembly will win an absolute majority after Sunday's vote. In the first round of voting, Le Pen's party and its allies took the lead with 33% of the vote, followed by the New People's Front with 28% and the ensemble with 21%.
The IFOP expects the National Union to win 210 to 240 seats in the National Assembly, which falls short of the 289 seats required for an absolute majority. Meanwhile, the left-wing New Popular Front is expected to win 170 to 200 seats, and the French President Emmanuel Macron's ensemble coalition is expected to win 95 to 125 seats.
In another opinion poll announced before dawn on this day, half of the respondents answered that they wanted the far-right national assembly (RN) to win an absolute majority. According to actual predictions, 47% of respondents believe the National Assembly will win an absolute majority after Sunday's vote. In the first round of voting, Le Pen's party and its allies took the lead with 33% of the vote, followed by the New People's Front with 28% and the ensemble with 21%.
Translated
5
2
スマイリー山川
liked
$Hang Seng Index(800000.HK$
Things have been going a bit well lately, so I've been watching closely.
The correlation with US stocks is low, so maybe it's okay to buy a little![]()
Things have been going a bit well lately, so I've been watching closely.
The correlation with US stocks is low, so maybe it's okay to buy a little
Translated
5
スマイリー山川
reacted to
$PDD Holdings(PDD.US$
てか、何でこんなに買われてるんだよ〜凄くない?!確かに全世界で一番伸びてるEC事業はTEMUだけどな。AMAZONをはじめとする他のECはアリエクやアリババを転売ヤーが転売してるだけだしな。まあ良いけどマージン乗せすぎなんだよな
てか、何でこんなに買われてるんだよ〜凄くない?!確かに全世界で一番伸びてるEC事業はTEMUだけどな。AMAZONをはじめとする他のECはアリエクやアリババを転売ヤーが転売してるだけだしな。まあ良いけどマージン乗せすぎなんだよな
5
Translated
Translated
$Hang Seng Index(800000.HK$
I wonder if Buffett, the god of plague, sold BYD shares and became pessimistic
You're buying more high-dividend stocks, right
I wonder if Buffett, the god of plague, sold BYD shares and became pessimistic
You're buying more high-dividend stocks, right
Translated
3
1
Translated
10