(20/05/2022)
●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
(20/05/2022)
●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
(13/05/2022)
● 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
(06/05/2022)
● 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
(29/04/2022)
● 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
(22/04/2022)
● 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