This week's points
This week's Japanese stocks are expected to include adjustments. It seems that the impact of the outlook for US monetary policy on interest rates will be closely watched. Since financial results of major companies have been announced one after another at home and abroad, there is a possibility that the atmosphere of determining performance trends will also strengthen.
This week is full of notable events,A turning point for the spring marketIt is also possible that it will happen. The biggest event will be held on 30-31US FOMCthat's it. It is expected that policy interest rates will remain unchanged for 4 consecutive meetings, and there is a possibility that it will be shown how the US Fed thinks about the US economy and when interest rate cuts will begin,Federal Reserve Chairman Powell's remarks are in the spotlight. Regional Federal Bank presidents have made a series of statements fighting back market expectations of interest rate cuts. Even if the hawkish side comes out in the FOMC, it's a major directionThe US is in a trend of cutting interest ratesThere is also a view that the impact on Japanese stocks is limited. If expectations for early interest rate cuts increase,The arrival of a risk-on market led by the United StatesYou can also expect it.
Also, on 2/2US January employment statisticswill be announced. Employment statisticsEstablishing a soft landing (soft landing) for the US economyIt's like increasing...