Dollar Weakness... Even hawkish loan Kashkari is

2024. 8. 20. 17:31U.S. Economic Stock Market Outlook

반응형

Dollar Weakness... Even hawkish loan Kashkari is turning as interest rate cuts citing employment, why Harris is more likely to win, strong drive to strengthen Chinese economy, continued upward trend in gold prices, economic downturn... Investing with dollar weakness as a given...

The won was pushed rapidly until the early 1330s... How far it is pushed and the speed is checked, the strong won has reduced the profit margin of export stocks, the reversal of the exchange rate effect that has been enjoyed by investing in the U.S., the exchange rate hedge of Seo Hak-min is virtually impossible, and it will not be the minimum unit of the forward market, so we recommend using the foreign exchange futures market...

The U.S. market sentiment is set to see a sharp drop in interest rates this year. Powell will certainly bring up "flexible and nimble" at Jackson Hole, although there will be no details of the rate cut... Yellen's political manipulation will likely play a role... If this happens, the yen will strengthen due to the same effect as the rate hike, but the yen will be weaker than the last time, so I will ignore it. However, please watch as the exchange rates of the three Northeast Asian countries will be competitively strong...

China's LPR rate check today, FED MINUTES no one is interested in tomorrow, unexpected variables, invest accordingly, Thursday maturity hit if you do well... I'm good to go.

반응형