Current investment environment: complicated, but important points
There are changes happening in the investment environment.
There are many factors causing market fluctuations.
■ Global energy crisis
■ Non-ferrous metal prices surge.
The global energy crisis is spreading to European smelters, reducing supply and increasing pressure on producers. The LME index, composed of six industrial metals, is hitting a record high.
■ Inflation concerns in the United States and elsewhere
■Housing bubble riskRising real estate prices / personal income
■ Stock price bubble — stock prices / nominal GDP at very high levels
■ Semiconductor shortage
■ Slowing China's economic growth
■ China's real estate problems
□ Global economy is in good conditions
ISM index is high.
China's export growth is remarkable, demand is strong
A rapid rebound in the real economy means a rise in demand for industrial raw materials, keeping prices firm
From these changes in the environment, interest rates are rising and the yen is depreciating.
What is the story?
The very origin of it all is,(The following is paid content, but a very important point)