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

Understand today’s investment strategy in 3 minutes!


● Has inflation threat passed the peak?
● The futures market assumes an additional rate hike of “100 BPS”
● Opportunity for rebound in growth ETFs in US market

Is the bottoming out of the US growth stocks real?


● US growth stocks picked up sharply
● Forecasted inflation rate in the bond market is getting stable
● High growth expectation for the Nasdaq 100, which symbolizes growth stocks