The Dow Nasdaq is experiencing a lot of volatility. I've been on two rollercoasters since this morning. In the U.S., the resistance to rate cuts and the timing of the cuts have been getting longer, and anxiety seems to be rising in the market. In the meantime, stocks that are rising in the U.S. Cook are shrinking from Magnificent 7 to Fabulous 4, where Tesla, Apple, and Alphabet are eliminated. In addition, news of M7 executives' treasury stock sales has been heard every now and then, and I have a feeling that the market is nearing its end. The bottom line, of course, is interest rates, 10-year government bonds...
Our semiconductor stocks are becoming the stocks that benefited the most from the current situation, where money is coming into the GPU's number of head stocks and emerging markets, albeit late. Still, considering the three games, I assume that individuals will continue to sell because those who shouted 100,000 electronics in the past have been struggling for more than two years and finally come into the real estate. It depends on how much foreigners value AI and GPU in the future, but I think we will have to sell to penetrate the real estate of conservative buyers in Korea.
What's interesting is that conservative investors who have sold three coins are going to the USCook to buy USCook stock only now, and I don't think it's a good choice. Interest rates will be the key. If interest rates go up again due to inflation concerns, money coming into the emerging market will return to the US, and because of the strong dollar and oil prices, the people of emerging countries like us will have to endure inflation if the won continues to weaken as it is now.
The government announced that the domestic CPI stabilized at 3.1 percent last month, but you may be wondering whether this number is valid from the news that apples and pears have risen more than 80 percent. The world is preparing to pop champagne this year on the premise of the stability of INFRE, but the news is not Yet. If INFRE and high interest rates continue, we think that real estate will eventually be on the chopping block any day now like China. Sticky INFRE and H4L come as a scare. I hope the Down in the Dumps feeling I feel is wrong....
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