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

Background of US stocks adjustment: Process of incorporating the monetary tightening


● Markets are wary of accelerating inflation and tightening monetary policy
● The FRB’s total assets declines, but the Ukrainian crisis is also a positive factor for the US
● Check out the potential risk factors which domestic and foreign markets are facing

What is the higher price of the Nikkei Index? Predicting it from the direction of the yen-denominated NY Dow


● Will the yen-denominated NY Dow Jones Industrial Average continue its strong trend?
● Predict the direction of the Nikkei Index from the high correlation with the yen-denominated NY Dow
● The outlook for the US market is expanding further