What are the bearish signs indicating US stocks touching the bottom? The “Bearish Readings” of individual investors exceeded the level at the Covid-19 pandemic


●The “Bearish Reading” has skyrocketed in the US market
● Signs of inflation and long-term interest rates have reached the peak
● Forecasting the directions of the “recession probability” in US

Investment strategy amid the sharp decline in NASDAQ


● Did US stocks incorporate the downside risks?
● Focus on the decrease in PER and high ROE of NASDAQ stocks
● Investment strategy for Nasdaq: Maintain the long-term investment stance

Have US stocks imputed FOMC? Beware of risks in China’s economy


● Have US stocks imputed FOMC?
● 1Q financial results of major US companies moderately increased
● Beware of the economic slowdown caused by the lockdowns in China

Signs of rising financial stress in the U.S. market again: Will US stocks survive monetary tightening?


● Signs of rising financial stress in the US market again
● Bond market moves to factor in accelerated monetary tightening
● The global economy slows down but does not enter recession

Are inflation and the depreciation of the yen New Normal? Recommendations for intenational diversified investment


● Inflation is accelerating with expectations of higher US interest rates
● Is the depreciation of the yen “New Normal”?
● Reconsidering the advantages of yen-denominated foreign stocks