A turning point phenomenon!

キノコキリ :

新div : Bank Settlement
The 4 largest US financial accounting banks
Increase in sales and decrease in profit
This time, the decline in profit is a decrease in profit due to profit margins and reverse yield on US bonds
Also, profit reduction due to credit line accumulation this time
Banks still have high interest rates, so when making a loan
This time, we are making savings in order to transfer credit funds from profits without borrowing high interest rates.
Therefore, when it comes to credit, loans are based on fairly strict standards, and loans are stricter than normal.
The fact that loan standards from banks are becoming stricter
There is a possibility that the circulation of funds will decrease from now on.

投資家 t9mOP 新div: I want the lack of funds to have an impact on American companies as soon as possible
The Fed should definitely want to lower policy interest rates due to the widening deficit!
Anyway, the pattern where the Fed lowers interest rates in a hurry due to economic deterioration is normal, so I'll keep watching tenaciously

新div : According to the 2023 financial results announced by the Federal Reserve on January 12
The Federal Reserve had the largest deficit ever of 114.3 billion dollars and approximately 16.57 trillion yen.
Effects of rapid policy interest rate hikes after 2022
It depends.

投資家 t9mOP キノコキリ: I'm mental too
I'm bad at buying and selling, so I'm really bad at unrealized losses

新div : The speculation that the Fed will cut interest rates is that interest rate cuts due to current stock prices
There is a risk that inflation will reignite,
Desperately, senior Fed officials have made quite a few statements against interest rate cuts
It is a statement that steps back from early interest rate cuts.

Even from Powell's statement, interest rate cuts are 2% inflation
After it became, from saying that it was too late
Interest rate cuts this year were rapidly factored into the market and the number of times dissociated from the Fed's speculations, and they are currently in full swing.
The fact that the timing of interest rate cuts is off and getting late
What's going to happen?
Currently, it's tough for the long term, but I think maintaining high interest rates now will be quite effective as the recession lags later.

投資家 t9mOP 新div: I have the same idea
This time, it is strong that TMF withstood the bottom of 4 dollars with an interest rate of 5% on long-term bonds and was able to recognize it
Which way interest rate cuts are coming!
However, the size of the recession at that time is essential
I hope it will grow as I endure the pain