05/05/2022 10:06

Release： 05/05/2022 10:06

Update： 05/05/2022 10:25

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投資判断のためのファンダメンタルズ情報を提供します。全ての投資判断のベースとなる米国経済に特に注力していますが、経済、FX、株式、金利など幅広い分野を対象としています。どの分野で投資活動をするにしても、幅広い情報を持つことで理解が高まります。私のモットーは「百聞は一見に如かず」と「困難は分割せよ」です。前者では、「情報をグラフで見ること」。文章はできるだけ短く、簡潔にしています。後者では、ボリュームのある長いレポートより、短いレポートを多数出すことにしています。そのほうがクィックリー・タイムリーに出せるし、読むのも楽だからです。また、有料であるからには、他では見られない分析情報も提供します。資産運用会社で、チーフストラテジストとして投資判断に利用してきた分析手法をそのまま提供します。勤務していたときは外部に出すことのなかった分析情報を、今は制限はありませんから。なお、相場以外については、別blog、twitterでつぶやいています。 https://kecofin.blog.jp/ https://twitter.com/kecofin

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What changed at the FOMC on May 4?

The market’s expectations for the FF rate have shifted slightly downward.

The current state of the U.S. economy and the outlook for the future have not changed.
However,Chair Powell reaffirmed that regarding the labor market, (regardless of the trend in nonfarm payrolls), job demand remains extremely strong and the situation is unusually tight by modern standards. In other words, only one of the Fed’s two responsibilities—curbing inflation—appears to be the focus.

In such conditions, how have the outlooks for stocks, bonds (interest rates), and exchange rates changed?

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