Can U.S. stocks endure the “pains” and “side effects”?


● Rising long-term interest rates push US stocks to new year-to-date lows
● FOMC outlook suggested weakening fundamentals
●US stock valuations confirmed by earnings yield spreads

Will markets survive the FOMC? US stock investment strategy for next year


● FRB decided to raise interest rates by 0.75% at FOMC
● US recession probability increased after consecutive rate hikes
● US stocks tend to rise “the year before the presidential election”

Will the aftershocks of the “repeated CPI shock” continue? Policy interest rate outlook is the key


● US stocks plunge as interest rates rise along with repeated CPI shocks
● What are the results of the August inflation indicators?
● Market is shaken by changes in policy rate outlook

Unstoppable trend of yen depreciation: What is the impact on investing in US stock?


● Year-to-date global markets see simultaneous weakness in risky assets
● What does strong dollar and weak yen trend in the foreign exchange market indicate
● Verifying the “long-term installment investment” in yen-converted US stocks

US markets are on a dark journey: Beware of midterm election year Anomaly


● Situation worsened by Jackson Hole’s shock
● However, key price indicators suggest inflation is over
● Need to pay attention to the midterm election year anomaly