Analyze the buy opportunities in the stock market
The stock market continues to adjust its stocks in response to the FOMC surprise.
The bond market is lively with noticeable declines in yields, and while there has been no event like a taper tantrum, one can say investors are watching for policy shifts and adjusting their portfolios accordingly.
Simply considering a loosening-to-reshaping (reflation) trade has temporarily quieted and is beginning to move toward a performance-driven market.
Analyzing buy points in this downward phase is somewhat daunting, but the real economy is far from a recession and is on an upward trajectory,
so it is reasonable to view this as a correction after the loss of roughly a year's worth of easing expectations, rather than a broad market recession with funds flowing out of the market.
Even in the decline, tech stocks on Nasdaq and the Nikkei are relatively supported.
What is supporting so-called cyclical stocks is the anticipation of an economic reopening.
Below, I would like to present an analysis aimed at the summer.
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