Foreign Market Insights By Rakuten Securities

(02/09/2022)

● 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

 (26/08/2022)

● 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

(12/08/2022)

● 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

(5/08/2022)

● Growth stocks will perform in the second half of the year.
● Overcoming significant interest rate hikes, long-term interest rates tend to be stable
●  Will the world economy possible have a soft landing?

(29/07/2022)

● Understand the Japan and foreign market performances with long-term investment
● Let’s examine “when investing in global stocks”
● Reaffirming the “significance of increasing while accumulating” from a long-term perspective