Exchange intervention has arrived!
$Direxion Daily 20+ Year Treasury Bull 3X Shares ETF(TMF.US$ A major factor in the depreciation of the yen is the interest rate difference with the dollar and the widening trade deficit 🤔
There's nothing you can do about the latter, so you'll think about reducing interest rate differences first, right? Well then, the Bank of Japan will raise interest rates in September as soon as possible! What is America's interest rate cut?
Isn't it too early to intervene? I think so! It is said that there is a limit to intervention to buy yen! The Bank of Japan will not intervene without effect! So how many more times do you do it for the effects to come out? Or will American interest rate cuts come unexpectedly soon? I think about it 🤔
I'm worried about FOMC and I had a great time during Golden Week, so I want bond investors to move in a good direction in the future 🥺
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今は米国債一本です！
とりあえず1億目指してます😊
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ミッチー_8751 : As for the latter, the deficit shrank from 2022 to 2023, and the trade balance since the beginning of this year has also been strong...
2024 may end on a positive note
投資家 t9mOP ミッチー_8751: Certainly, the deficit went from 22 trillion in '22 to 5 trillion in '23! There may be expectations for 3 consecutive years of deficit to 24 years of surplus!
I've been reading a little deeper this time since the exchange intervention
新div : When there was exchange intervention last time, interest rates were also resistant due to awareness of the dollar/yen line where there was exchange intervention, and the economic recession will occur until the end of 2022? Stocks were also sluggish, but the 2023 economy was strong and stock performance was good throughout the year.
Is it a week where market tension continues due to the fact that 5/FOMC has passed successfully from tomorrow and there are employment statistics for this week?
投資家 t9mOP 新div: It makes me nervous! Well, it looks like the horizontal market will be until 6/7
where am I left unattended 
新div : Now that the factoring in interest rate cuts is off, now that interest rate cuts in the market have receded, and when strong and weak economic indicators come out in the future,
The FOMC is now able to work with either one.
However, as long as we don't know whether inflation will be strong or weak, which way will May or June move
I don't understand.
This week, too, there are financial results for high-tech and semiconductor brands during the financial week. Attention required
新div : Anyway, if interest rates and dollar/yen are perceived to intervene due to this intervention and become resistance lines, we will wait for interest rates to slowly fall.
投資家 t9mOP 新div: Wait for a while until interest rate cuts accelerate
I want to avoid stagflation
新div : Anyway, the amount of commercial real estate that has to be refinanced in 24 or 25 years is 1.5 trillion dollars the current high interest rate and debt is snowball like refinancing at high interest rates
Weak U.S. banks and banks are burdened high.
Republic First's commercial real estate investment is 57% higher than that at the Regional Bank and the top 5 banks
There are also regional banks and banks that invest in commercial real estate. I don't know when chain bankruptcies will increase, but it's not far away.
新div : The New York Community Bancorp general shareholders' meeting has been postponed for 2 weeks from the beginning on 6/5.
投資家 t9mOP 新div: I see
There's no smoke where there's no fire!
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