来週の日本株展望(2026/8/29~) 先を教えないFRBへ変化　AIツルハシから使う側へ

Hi, hello. This is YT. Okay, as usual , next week we'll be talking about Japanese stocks . First of all, I'd like to talk about seven points . Well, first of all, we'll talk about Jackson Hole, and then, um, what happened to the probability of an interest rate hike in the US . And the most important thing is, well,

how the market reacted to the results of the Jackson Hole tournament. And then there's the fourth one. So, it was sold because interest rates went up. Well, the reaction stocks , uh, at night, uh, have fallen in the American market, but I've done some research on that, so I'd like to give you all some feedback on that

. Next, I'd like to talk about a general overview of how things went in Japan this week, and also, since money is now shifting from Tsuha to earning using Tsuha, I'd like to examine the figures in that area, and finally, I'd like to talk about next week's plans . So, first of all, I'd like to

talk about Jackson Hole . Right now, in the Federal Reserve Chamber, we saw Mr. Hat and Mr. Knocking his head, but at Jackson Hole, it was exactly the 100th day since the inauguration . So, on the 100th day, there's this Jackson Hole conference , which takes place once a year, and a lot of

comments on monetary policy are often made at this time, so it's an event that the market pays a lot of attention to. This time, I've linked to the current draft of the speech that's posted on the Fed's official website, so I think it would be interesting if you took a look , but I've read the actual speech

. Well, personally speaking , I think the way the Fed operates is likely to change, so I think it's important to keep this in mind, and I'd like to share it . Well, there are three points that I think are unusual. First of all , we're going to stop providing forward guidance . Well,