LIVE マーケットアップデート　金融株堅調　ジャクソンホールで半導体株は変わるか？

Oh, hello, good evening. This is YT. Can you hear me? Is this okay?

Oh, thank you for the information about the bird's voice . Thank you for your hard work this week. It's been moving in a range-bound pattern for quite some time, even before I went on my trip. The Nikkei average itself is in a range, but if you look at it from the perspective of

VALU, or defensive stocks, not all of them, but those who have a portfolio that is leaning towards those kinds of stocks have been relatively successful, and there are quite a few stocks that have risen this week, so I think there are quite a few people who are in the black. However, well, I used to do quite a bit of reaction trading and Nikkei futures,

but I haven't been doing it much lately. Well, for those who didn't experience much volatility, it was probably a rather boring week in the market . Well, I guess it's something like that . So, um, today, um, Mr. Wash will be speaking at Jackson Hole from 11pm , so um , I think it's best to consider this as a major piece of information. But the theme is something like

financial innovation, settlement, settlement, settlement, and what's this and that about policies , so, well, it's completely unrelated . Why is it that in Woshka's case, unlike Powell, he doesn't say things like foreguidance, like hinting that interest rates are likely to be raised, so in this case, there's a possibility that he won't say anything about monetary policy at all. In

that case, I think the market will temporarily see a shift in positions, so to speak, when Woshka makes a statement [clears throat] about interest rate hikes, investors who are wary of the process of US interest rates rising and stocks falling, as well as bond investors who reduce their positions, because rising interest rates mean that