Amid the turmoil of U.S. big tech, the BOJ will
Amid the turmoil of U.S. big tech, the BOJ will announce its interest rate at 12 a.m. today. It was expected to raise 10 basis points, but rumors spread that it could raise 15 basis points in the U.S. market yesterday. The rate would then be 0.25%. The reason why we are paying attention to the extent of the rate hike and the scale of quantitative easing will also be the movement of the yen carry fund. It is a question of whether Japan trusts Yellen and bet on Harris again or Trump in anticipation of Trump's victory. Anyway, if interest rates are raised, the yen will strengthen. Maybe because I bet against him, but a 15 basis point hike is coming out, so I'm looking forward to it.
Israel's attack on Beirut, Lebanon, raised the risk of an all-out war between Israel and Hezbollah again. Netanyahu will have to continue fighting for his life. He is definitely not Joshua who led the war of conquest of Israel after Moses. In English, there are many names "Joshua," my friends "Joshua," but everyone is gentle. I think the name is wrong. Considering the trend of oil prices, the spread of war is certain. Oil prices will move first if there are signs of war...
The results of the FOMC meeting will be announced early tomorrow morning in our time. The market is expecting a strong signal for the September cut. But if you're going to cut it in September, why not this time? Because Powell is a politician, it is interpreted as seeing a political signal to the public that he is considering the value of whether there is a high possibility of a recurrence of inflation or a serious concern about a recession. Anyway, if there is a strong suggestion of a September cut, the market will stabilize, but if there is no hint of a decline, the market will fluctuate again. You can organize your bet against the BOJ by today and think about your position for tomorrow after 2 o'clock. Mandatory, when your child was young, all of your family went on summer vacation, but now that you have to raise all of them, your vacation is separate. It was hard and tiring at that time, but I miss that time. As expected, the human mind is a reed...