US interest rate cuts
It seems that Bob Michael of JPMorgan, who is visiting Japan, made it clear that the US will cut interest rates in September and December.
for now? Expectations are likely to be high for individual stocks until September, so the sector, stock selection, forecasting, IN & OUT, etc. are likely to be busy.
Before that, this month's monster? The NVIDIA financial results, which is a brand, are also noteworthy.
Even so, Sumitomo Mitsui Financial... strong.
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面白おかしく笑顔で、人との繋がりを大切にしながら、穏やか且つ豊かな人生を過ごすための資産運用を続けている素人です。
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