MURAKAMI FABIO
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Columns "US rate cut trade" Part 1! The start of a biotech stock comeback along with the FRB's decision!
The Fed is expected to implement a rate cut in September. While Wall Street is looking for the most favorable sector when the rate cut is implemented, Morgan Stanley is focusing on biotechnology..Impending rate cut in the USA,attractive valuationand a series of positive factors have positioned biotech stocks to In the coming quarters, we are aiming for high performance.That's right.
In early 2021, biotechnology stocks soared to their highest levels due to expectations for new coronavirus vaccines and treatments. However, as the pandemic subsided, the stock prices of biotechnology also declined. In the second half of 2023, investors expect the Federal Reserve to cut interest rates in early 2024, causing a temporary surge in biotechnology stocks. However, with inflation rates exceeding expectations at the beginning of the year, the Federal Reserve decided to hold off on rate cuts, dampening the excitement. With inflation rates steadily declining and the Federal Reserve's rate cut looming, analysts believe it will be a tailwind for the biotechnology sector. Since mid-July, when the U.S. Consumer Price Index (CPI) fell to an annual rate of 3%, biotechnology stocks have outperformed the overall stock market.it is expected that the FRB will cut interest rates in early 2024.biotechnology stocks temporarily surged.due to inflation rates exceeding expectations at the beginning of the year.、FRBが利下げを見送ることになり、その熱狂は冷めた。インフレ率が着実に低下傾向にあり、米FRBによる利下げがいよいよ目前に迫っている今、アナリストはバイオテクノロジー・セクターにとって追い風となると考えている。7月中旬に米国消費者物価指数(CPI)が年率3%ま...
In early 2021, biotechnology stocks soared to their highest levels due to expectations for new coronavirus vaccines and treatments. However, as the pandemic subsided, the stock prices of biotechnology also declined. In the second half of 2023, investors expect the Federal Reserve to cut interest rates in early 2024, causing a temporary surge in biotechnology stocks. However, with inflation rates exceeding expectations at the beginning of the year, the Federal Reserve decided to hold off on rate cuts, dampening the excitement. With inflation rates steadily declining and the Federal Reserve's rate cut looming, analysts believe it will be a tailwind for the biotechnology sector. Since mid-July, when the U.S. Consumer Price Index (CPI) fell to an annual rate of 3%, biotechnology stocks have outperformed the overall stock market.it is expected that the FRB will cut interest rates in early 2024.biotechnology stocks temporarily surged.due to inflation rates exceeding expectations at the beginning of the year.、FRBが利下げを見送ることになり、その熱狂は冷めた。インフレ率が着実に低下傾向にあり、米FRBによる利下げがいよいよ目前に迫っている今、アナリストはバイオテクノロジー・セクターにとって追い風となると考えている。7月中旬に米国消費者物価指数(CPI)が年率3%ま...
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MURAKAMI FABIO
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Tonight 8.30pm data is gonna be the most important data of the year‼️ As it gives the direction whether FED is gonna cut 25 or 50 basis point in the Sept FOMC Meeting‼️ Last Month because of Rising unemployment and weak Non Farm Payroll data that led Nasdaq to bleed at least 3% -4% and followed by the 6% drop on Black Monday🫠 So we have to be aware of this data tonight 😄
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