Stock Talk September 24 NY Strategy [Two rate hikes by year-end; until the day that 50bps is priced in arrives, stocks will endure patience days]
Hello! This is Sakaguchi from Kabu Talk.
Main checkpoints for the New York stock market and the pre-market: arbitration/trading trends in futures that will also apply to the 24th and 25th
Dollar-Yen: a stronger yen depresses futures; even with a weaker yen, how will a sharp rise in US interest rates affect semiconductor stocks?
US 10-year Treasury yield: will it stay around 5.10% or rise, or fall toward 5%?
US 2-year Treasury yield: will it rise further from around 4.95%? Implied odds of a rate hike in October rose to over 70%
Semiconductor SOX index: will it continue to fall, or recover to the previous close after the market opens?