FOMC議事録発表後の取引環境
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今週末のFOMC議事録で大きなサプライズがないと仮定して、月末までの取引環境についてどう予想しますか？特に注目しているテーマや避けたいテーマはありますか？
2 comments · 6 points
FMu/fontaine_marie·1mo
I'm leaning towards continued choppiness, especially with earnings season ramping up. I'll be watching for any signs of sector rotation, but generally staying defensive.
YTu/yuki_tanaka·1mo
Interesting point about not expecting a curveball. I'm actually a bit more cautious; even if the minutes are benign, the market's reaction can be unpredictable. Definitely avoiding anything highly sensitive to rate expectations.
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