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MOOMOO users,Chinri Oskar Group's CEO and Chief Strategist,ofTomohiro Okawa,after that recoveryOutlook on the USA stock market in 2025We will provide valuable information!Anticipate the latest market trends and gather information that will be useful for future investment strategies.So, please take a look.
First, US stocks are currently experiencing the same level of overvaluation as the "abnormal easing state."abnormal easing stateas high as in an "abnormal easing state".
The domestic demand of the USA economy is showing strength beyond Financial Estimates.and this is becoming a significant factor supporting the Stocks market.
Now, unprecedented in history, a "dimensionaleconomic situation is emerging. This unprecedented situation is a great opportunity for forward-thinking investors.big chanceI guess.
In the US presidential election, Mr. Trump won by a landslide. In line with this, the " ultra-protectionist" policy is highly likely to be implemented, which is expected to have a significant impact on the market.
The re-election of President Trump will bring about changes in various fields.Let's determine what kind of changes it will bring.Confirming.
The reason why domestic demand and consumption in the USA are so strong is because, Asset effects.Thanks to this, even if the employment situation deteriorates somewhat, it is believed that consumption can be maintained.
S&P 500 and NASDAQ are both important indicators of the US stock market, often used by investors to determine market trends.
First, US stocks are currently experiencing the same level of overvaluation as the "abnormal easing state."abnormal easing stateas high as in an "abnormal easing state".
The domestic demand of the USA economy is showing strength beyond Financial Estimates.and this is becoming a significant factor supporting the Stocks market.
Now, unprecedented in history, a "dimensionaleconomic situation is emerging. This unprecedented situation is a great opportunity for forward-thinking investors.big chanceI guess.
In the US presidential election, Mr. Trump won by a landslide. In line with this, the " ultra-protectionist" policy is highly likely to be implemented, which is expected to have a significant impact on the market.
The re-election of President Trump will bring about changes in various fields.Let's determine what kind of changes it will bring.Confirming.
The reason why domestic demand and consumption in the USA are so strong is because, Asset effects.Thanks to this, even if the employment situation deteriorates somewhat, it is believed that consumption can be maintained.
S&P 500 and NASDAQ are both important indicators of the US stock market, often used by investors to determine market trends.
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$Nikkei 225 (.N225.JP)$
If you experience the 40000 yen range, you will misunderstand that it will return before you know it.
Please be very careful when making transactions
If you experience the 40000 yen range, you will misunderstand that it will return before you know it.
Please be very careful when making transactions
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Monthly market summary
- Nikkei Average exceeds 0.04 million yen → surpasses 42,000 yen, all-time high → full retreat
- There is a possibility that Trump's first trial will be delayed until after the presidential election
- Biden withdraws
- Attempted assassination of Trump → seen as certain in the presidential election → Harris catching up
- UK Labour Party wins big, Starmer becomes Prime Minister
- Reserve Bank of New Zealand keeps policy interest rate unchanged (5.5%)
- ECB keeps interest rate unchanged (4.25%)
Bank of Canada cuts interest rates (4.75→4.5%)
Bank of Japan raises interest rates (0.25%), reduces bond purchases
FRB keeps interest rates steady (5.25-5.5%)
After the final vote in the French National Assembly, a complex political situation with three-way split
Infrastructure fund plummets
Major Windows malfunction caused by CrowdStrike's security software
Continued decline centered on US semiconductor stocks
Concerns over metal resources due to Chinese demand
-Tesla's after-hours earnings -7.77%
One-month performance
-The Nikkei 225 Index is around 1% below the price one month ago (continuing to decline in August)
-SOXX is -4.56% in one month
-USDJPY is -6.78%
-US small-cap stocks are strong
:Nikkei 225 Index $Nikkei 225 (.N225.JP)$
...
- Nikkei Average exceeds 0.04 million yen → surpasses 42,000 yen, all-time high → full retreat
- There is a possibility that Trump's first trial will be delayed until after the presidential election
- Biden withdraws
- Attempted assassination of Trump → seen as certain in the presidential election → Harris catching up
- UK Labour Party wins big, Starmer becomes Prime Minister
- Reserve Bank of New Zealand keeps policy interest rate unchanged (5.5%)
- ECB keeps interest rate unchanged (4.25%)
Bank of Canada cuts interest rates (4.75→4.5%)
Bank of Japan raises interest rates (0.25%), reduces bond purchases
FRB keeps interest rates steady (5.25-5.5%)
After the final vote in the French National Assembly, a complex political situation with three-way split
Infrastructure fund plummets
Major Windows malfunction caused by CrowdStrike's security software
Continued decline centered on US semiconductor stocks
Concerns over metal resources due to Chinese demand
-Tesla's after-hours earnings -7.77%
One-month performance
-The Nikkei 225 Index is around 1% below the price one month ago (continuing to decline in August)
-SOXX is -4.56% in one month
-USDJPY is -6.78%
-US small-cap stocks are strong
:Nikkei 225 Index $Nikkei 225 (.N225.JP)$
...
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$USD/JPY (USDJPY.FX)$
Who is at fault for Japanese salaries not rising!?
Who is at fault for Japanese salaries not rising!?
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