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2025‼️A 'stable' investment strategy to ride out the Trump market.
Hello, I'm the investment YouTuber Ponchiyo! In this report, I would like to introduce the market outlook for 2025, which is predicted to be turbulent due to the return of the Trump administration, as well as a 'steady' investment strategy that can be used permanently to help you with your future asset formation.
Before considering the 2025 market... Look back at the 2024 market!
In 2024, with the introduction of the new NISA, many people might have made their investment debut. The first choice for investment then would be index-linked funds such as global stocks and S&P 500. Especially for those who bought S&P 500-linked products as their first investment in 2024, it turned out to be a great year for them.
The S&P 500 has risen from the 4600 point level at the beginning of the year to 6000 points by the end of the year. The annual growth rate is about 25%, making it a very successful year. Additionally, due to the yen's depreciation, those who purchased investment trusts linked to the S&P 500 at the beginning of the year have also seen unrealized gains of around +40% when converted to yen.
Hello, I'm the investment YouTuber Ponchiyo! In this report, I would like to introduce the market outlook for 2025, which is predicted to be turbulent due to the return of the Trump administration, as well as a 'steady' investment strategy that can be used permanently to help you with your future asset formation.
Before considering the 2025 market... Look back at the 2024 market!
In 2024, with the introduction of the new NISA, many people might have made their investment debut. The first choice for investment then would be index-linked funds such as global stocks and S&P 500. Especially for those who bought S&P 500-linked products as their first investment in 2024, it turned out to be a great year for them.
The S&P 500 has risen from the 4600 point level at the beginning of the year to 6000 points by the end of the year. The annual growth rate is about 25%, making it a very successful year. Additionally, due to the yen's depreciation, those who purchased investment trusts linked to the S&P 500 at the beginning of the year have also seen unrealized gains of around +40% when converted to yen.
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Good news this time!
America's June, which was announced last weekPCE deflator(Personal Consumption Expenditure Price Index)
Although it has risen 3% from 1 year ago,Growth has shrunk for the second month in a row.
Simply put, “Prices are falling!” That's it.
*PCE deflator: An indicator showing high prices
Also, the core index, which excludes food and energy, rose 4.1% from a year ago.
This has also shrunk to the level since September 2021.
It has been shown that the high inflation rate is settling down.
In this way, it seems that inflation (= soaring prices) that has continued in the US will finally come to an end.
Then, if we look at analysts' predictions, by cutting interest rates in the future,
It is said that it is also possible to aim for the possibility that the economy will improve without falling into a recession (soft landing).
When this happens, what we can expect next is a “rise in stock prices.”
By lowering interest rates that had been forcibly raised in the future in order to suppress inflation
That's because monetary tightening has come to an end, and monetary easing will occur.
What is the timing of interest rate cuts as of 2023/07/31
It's become “2024/5”...
America's June, which was announced last weekPCE deflator(Personal Consumption Expenditure Price Index)
Although it has risen 3% from 1 year ago,Growth has shrunk for the second month in a row.
Simply put, “Prices are falling!” That's it.
*PCE deflator: An indicator showing high prices
Also, the core index, which excludes food and energy, rose 4.1% from a year ago.
This has also shrunk to the level since September 2021.
It has been shown that the high inflation rate is settling down.
In this way, it seems that inflation (= soaring prices) that has continued in the US will finally come to an end.
Then, if we look at analysts' predictions, by cutting interest rates in the future,
It is said that it is also possible to aim for the possibility that the economy will improve without falling into a recession (soft landing).
When this happens, what we can expect next is a “rise in stock prices.”
By lowering interest rates that had been forcibly raised in the future in order to suppress inflation
That's because monetary tightening has come to an end, and monetary easing will occur.
What is the timing of interest rate cuts as of 2023/07/31
It's become “2024/5”...
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![[US Market] Stock price increases are expected after January 24! [Slowing inflation and interest rate cuts]](https://sgsnsimg.moomoo.com/181533246/editor_image/a4245d6470743a149ddd0b6106e5948e.png/thumb)
![[US Market] Stock price increases are expected after January 24! [Slowing inflation and interest rate cuts]](https://sgsnsimg.moomoo.com/181533246/editor_image/453da025529b374d801dec06c0788ef3.png/thumb)
![[US Market] Stock price increases are expected after January 24! [Slowing inflation and interest rate cuts]](https://sgsnsimg.moomoo.com/181533246/editor_image/2fc508de03e43382aba7385ef28a9cf6.png/thumb)
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Great news for those interested in investing!On April 29th, moomoo will host a special event in New York in collaboration with Nasdaq!Selected users will have the opportunity to participate in the 'Opening Bell' ceremony, and also have the opportunity to interact with influencers with over 1 million followers and professional traders from Nasdaq.
In this special event exclusive to moomoo users, two lucky winners will have the chance to visit Nasdaq headquarters through a lucky draw.
🎟️ How to participate 🎟️
Please comment "Event application" on this post.
*Please check the participation conditions at the bottom of the page.
📅 Event schedule for April 29th 📅
🛂 Participation Requirements 🛂
- A valid visa and entry permit to the USA are required.
-Entrance and guidance to Nasdaq headquarters are free of charge, but travel and accommodation expenses are at your own cost.
- You must participate in all events on April 29.
- You must post your impressions of the event on the moomoo app.
‼️ Attention ...
In this special event exclusive to moomoo users, two lucky winners will have the chance to visit Nasdaq headquarters through a lucky draw.
🎟️ How to participate 🎟️
Please comment "Event application" on this post.
*Please check the participation conditions at the bottom of the page.
📅 Event schedule for April 29th 📅
🛂 Participation Requirements 🛂
- A valid visa and entry permit to the USA are required.
-Entrance and guidance to Nasdaq headquarters are free of charge, but travel and accommodation expenses are at your own cost.
- You must participate in all events on April 29.
- You must post your impressions of the event on the moomoo app.
‼️ Attention ...
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![[Reception closed] Exclusive for moomoo | Chance to visit Nasdaq headquarters!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240412/1712919457710-43b0dc9799.png/thumb?area=105&is_public=true)
![[Reception closed] Exclusive for moomoo | Chance to visit Nasdaq headquarters!](https://sgsnsimg.moomoo.com/sns_client_feed/181000888/20240417/1713334388200-4118feaea9.png/thumb?area=105&is_public=true)
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In the investment world, catching critical information quickly is the first step to success. However, in modern times, the world is overflowing with a large amount of information, making it even more difficult for veteran investors to quickly grasp important information.
In this rapidly evolving digital age, moomoo has always been dedicated to providing users with the latest investment tools.
In order to grasp information more quickly and accurately and make smarter investment decisions,moomoo has introduced an “AI summary” function. You can catch information in just 3 seconds!![]()
AI summary: core information can be grasped at a glance
Can't read through the information or articles that are too long? Is it difficult to understand technical terms or complex data?
In a stock market full of information, how can investors grasp the main points of information in a short time and efficiently?
The AI summary function selects important points from complex and long articles, explains them with easy-to-understand summaries, and helps you quickly capture core information necessary for investment.![]()
Can also process multiple documents
Even when processing multiple documents, “AI Summary” can quickly select key points from a large number of documents.![]()
View “AI Summary”...
In this rapidly evolving digital age, moomoo has always been dedicated to providing users with the latest investment tools.
In order to grasp information more quickly and accurately and make smarter investment decisions,moomoo has introduced an “AI summary” function. You can catch information in just 3 seconds!
AI summary: core information can be grasped at a glance
Can't read through the information or articles that are too long? Is it difficult to understand technical terms or complex data?
In a stock market full of information, how can investors grasp the main points of information in a short time and efficiently?
The AI summary function selects important points from complex and long articles, explains them with easy-to-understand summaries, and helps you quickly capture core information necessary for investment.
Can also process multiple documents
Even when processing multiple documents, “AI Summary” can quickly select key points from a large number of documents.
View “AI Summary”...
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On the 4th, the Nikkei average stock price exceeded a historical 0.04 million yen, closing at 0.04 million 109 yen and 23 sen. The Nikkei average has risen by 19.86% since the beginning of the year, particularly by 11.04% from February 8 to March 4 in the most recent 16 business days.
The driving force behind this is AI and semiconductor-related stocks, with many stocks having risen by over 40% since the beginning of the year. In response to these sharp rises in stock prices, there are concerns about...There are two concerns: "buying too late" if not purchased now, and the rapid decline caused by the backlash of being overbought after purchase.Coexisting with.
Therefore,AI and semiconductor related 18 stocks that have surged by 40% or more in stock price since the beginning of this yearFrom among them,Four stocks that still have a PER around 20 timeswill be picked up.
【Screening Conditions】
・ Listed on the Tokyo Stock Exchange Prime.AI and semiconductor related stocks
・Stock prices have risen by over 40% since the beginning of this yearcurrently
・PE ratio (Price-Earnings Ratio) is around 20 times
◆ $Ebara (6361.JP)$
The main business is an industrial machinery manufacturer for pump manufacturing. It includes refrigeration machinery, fans, environmental plants, and semiconductor-related equipment...
The driving force behind this is AI and semiconductor-related stocks, with many stocks having risen by over 40% since the beginning of the year. In response to these sharp rises in stock prices, there are concerns about...There are two concerns: "buying too late" if not purchased now, and the rapid decline caused by the backlash of being overbought after purchase.Coexisting with.
Therefore,AI and semiconductor related 18 stocks that have surged by 40% or more in stock price since the beginning of this yearFrom among them,Four stocks that still have a PER around 20 timeswill be picked up.
【Screening Conditions】
・ Listed on the Tokyo Stock Exchange Prime.AI and semiconductor related stocks
・Stock prices have risen by over 40% since the beginning of this yearcurrently
・PE ratio (Price-Earnings Ratio) is around 20 times
◆ $Ebara (6361.JP)$
The main business is an industrial machinery manufacturer for pump manufacturing. It includes refrigeration machinery, fans, environmental plants, and semiconductor-related equipment...
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