今週のポイント
今週の日本株は、It is expected to be greatly influenced by the monetary policies of Japan and the United States.The Federal Open Market Committee (FOMC) will be held on September 17-18, and the impact on the market is expected to be significant. In addition, the Bank of Japan's monetary policy decision meeting is scheduled for September 19-20. In the market, a rate cut is expected at the FOMC, with a 25bp rate cut expected, but there is also a high possibility of a significant 50bp rate cut.
With the rate cut by the FOMC,It will be a tailwind for US growth stocks and small/mid cap stocks.US PCE Price Index revised downward to 2.8% increase for the April-June quarterSimilar positive effects are also expected for similar stocks in Japan.In particular,Semiconductor stocksis a field of interest, and if US growth stocks such as Nvidia show strength, Japanese semiconductor stocks are also expected to move solidly. In addition, attention is also focused on Japan's machinery orders for July to be announced on the 18th, as well as the National Consumer Price Index for August to be announced on the 20th.
The US stock market will also be greatly influenced by the results of the FOMC. The market had been expecting a 25bp rate cut, but after the US newspaper report on the 12th, the possibility of a 50bp rate cut became more likely. Market expectations...