Regarding FOMC,
This November 75bp is a fait accompli...
The key is to go from 75 + 75 to 75 + 50
If Lee Sun-yeop's recent view is correct...
We can't let our allies such as Britain and Japan break down, and the U.S. is also a problem, so FOMC may control speed
the exchange rate
Yen, Euro Sluggish -> Dollar Strong
In connection with the interest rate hike, the exchange rate does not rise significantly, but I think it is limited...
The worst conditions met and made the exchange rate of 1400 won. In particular, Japan, which has a high proportion of the dollar index, has no choice because the euro is in meltdown
Real estate PF instability, bond market
The real estate PF instability triggered by the Legoland crisis has not been extinguished by the bond market stabilization fund and the supply of 50 trillion won in liquidity, but it feels a little more stable than the first issue. Even if the interest rate rises further, it will stop rising, and if there is an expectation that it can be lowered later, I will endure it somehow. I won't go for the best, but I'll bet on getting better
in connection with the U.S. midterm elections
In U.S. midterm elections, the ruling party usually doesn't win much
If the Republicans take both houses of Congress...
Eco-friendly sector sentiment may be bad
Fossil fuels might be attracting attention.
(If you look at ExxonMobil and Occidental, stocks are the best at smelling money.)
I don't think Saudi Arabia hates America, but Biden.
About Black Friday
Originally, Black Friday is a cheap way to take stock that companies have...
This year, each company should be nervous because they have stock piled up, but I don't know how it will be because inflation is severe. I always bought something on BLF with direct purchase from Korea... I don't think it's going to be much fun this year due to the soaring dollar exchange rate outside the U.S
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