In the American presidential election, policies such as large-scale tax cuts and deregulation were advocated.
Following Mr. Trump's victory, the market reacted positively and major US stock price indexes hit record highs.
Furthermore, stocks in the energy, financial, and infrastructure sectors are expected to rise in response to the policies.
However, on the other hand, the significant debt issue in the USA is a concern.
If the increase in interest payments continues, it may have an impact on economic growth and increase inflation risks.
There are concerns that the trust in the dollar may be shaken if the increase in interest payments continues.

Global economic uncertainties such as rekindling of inflation, rapid increase in national debts, and debt dependency are growing.
There may be a turbulent era ahead for the next few years.
In particular, the U.S. presidential election is believed to have the potential to influence the extension or collapse of economic bubbles.
Depending on the election results, significant impact on domestic and international markets is expected, and the markets...
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The Nikkei average is gaining momentum, temporarily recovering the 40,000 yen level.
It is the rise of US stocks that is acting as a tailwind.
However, in the shadows, several concerns are arising such as the expansion of the fiscal deficit that could affect the credit rating of US bonds and the increase in mortgage interest rates.

On October 15, the Nikkei Average temporarily rose to the 0.04 million yen level.
What strongly influences this rise is the yen depreciation.
The statement from Prime Minister Ishiba that "We are not in an environment where we can raise interest rates" was seen by the market as giving up on additional rate hikes, leading to continued selling of the yen.
Additionally, the movements of the US stock market are also important. S&P 500, etc.
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The debt of usa has been rapidly increasing and has finally reached 35 trillion dollars.
Furthermore, a staggering 16 trillion dollars of that will be repaid within 6 years.
This massive debt has reached a level where repayment is almost impossible with previous methods.
Renowned investor Mr. Ray Dalio also points out that this huge debt is reaching unsustainable levels.
Historically, US bonds have been considered one of the safest investments, but
their security is now in question.

The NASDAQ and S&P 500 hit new highs. Meanwhile, the US government's interest expenses
It has finally surpassed $1 trillion, and the US debt crisis is rumored.
How should investors prepare for an impending crash?
Here are actions to protect portfolios from collapse.
1. Portfolio position size adjustment: adjust the size of the investment position
It reduces risk.
2. Portfolio Rebalance: Rebalance your portfolio on a regular basis
Match current market conditions and investment goals.
3. Determining profit from extreme positions: selling overbought assets and undervaluing them
Purchase the assets that have been created.
4. Selling Delayed Stocks: Sell assets that are lagging behind in performance
Improve the overall performance of your portfolio.
5. Cash...
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Due to the collapse of the commercial real estate bubble in the United States, chapter 2 of the regional bank collapse is viewed as uneasy
Concerns about burnout via REITs (real estate investment trusts) have become a source of anxiety even for major banks.
The Federal Reserve (US Federal Reserve) remains high due to concerns about such bank unease
Amid inflation, what kind of interest rate forecasts do you have?
Attention has been drawn to the “dot chart,” which summarizes the policy interest rate forecasts of each FOMC member to be announced on 6/12.
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The US Dow broke through 40,000 dollars at one point and hit a record high.
Stock prices will continue to rise globally, but until when will they continue?
Ishihara Jun, an active fund manager, said the market is in a state like a bubble
It has been pointed out that there is a possibility that it has happened.
And this bubble continued until the US presidential election in November
After that, it was stated that there is a possibility that market trends will change all at once.
The reason is...
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After the FOMC on 5/2, the dollar yen plummeted from the 157 yen level to the 153 yen level.
Continuing from 4/29, exchange intervention was observed and caused a stir in the market.
US Treasury Secretary Yellen said, “Such intervention should be rare, and discussions are expected to take place”
I made a comment, but in fact, US Treasury Secretary Yellen made sure that Japan would not waste tens of billions of dollars
Rumor has it that NFP (number of people employed in the non-farm sector) and CPI results were leaked to the Bank of Japan...
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On April 26, the US Bank Republic First announced a bankruptcy, and unease in the US financial industry has been rekindled.
In 2023, US regional banks such as Silicon Valley Bank went bankrupt one after another, but at that time, the Federal Reserve introduced a loan system called the Bank Term Funding Program (BTFP) and stabilized the financial system by supplying funds to the market.
The current bankruptcy of Republic Inc. is thought to be influenced by the lack of fund replenishment through the Bank Term Funding Program (BTFP), which ended in March, and the rise in long-term US bond yields again.
Will the current bankruptcy have a major impact on the future policy of the Federal Reserve?
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