AI 株価予測 20221125の状況8306MUFG
Stock Price AI Forecast - 20221125 Status 8306MUFG
CPIの低下は徐々に進み、FEDの12月利上げは0.5となりそうだ。市場はFEDのPIVOTだと囃し、株高が続く。CPI is going down gradually, hence December's rate hike by FED will be 0.5. Market is still excited about FED PIVOT and rally continues.
過去、株が実際に暴落を始めるのはFFレートが下げ始めてからだ(下図)。景気後退もFFレートが下げ始めてからが大勢だ。株価が先読みをするという意味では今の株価は将来の暴落は織り込んでいないことになる。 Historically, it is only after FF rate starts to go down when stock market crash as shown in below figure. Recession also starts after FF rate starts to drop. Stock market is said to be able to predict future however, it looks current stock market has not digested the future crash yet.
特別なサプライズが無い限り、市場はこのまま進んでいくのだろう。Unless we have some special surprise, stock market will just keep going as it is now.
新値は更新。新値AI予測は続騰。Three line break changed and AI forecast is 'up'.
トレード詳細はこちら。トレード枠利用は0/4。長期枠利用は0/4。Trade details are here. 0/4 limit holding at the point of weekend. Long term holding utilization is 0/4.
三菱商事は基本放置。バフェットが追加投資したということだ。Mitsubishi trading will be kept untouched. Looks Buffet made another investment on this stock.
長谷工は基本放置。Haseko will be kept untouched.
ウクライナでは、ロシア軍の兵力の大幅な増強による、更なる悲惨な戦闘の拡大が予想される。In Ukraine, further tragic warfare will be extended due to massive expansion of Russian soldiers.
米銀株、USTU10とSPX US Banks, UST10&SPX
米金利の今後 US FF rate forecast
中銀主導の利上げで、逆イールドが発生している。Reverse yield is observed lead by central bank rate hike.
12月の利上げは50bpアップの期待度はFRB関係者のコメントから若干減少。Dec 12th rate hike expectation has dropped a bit due to negative comment from FRB members.