My Thoughts on Current Events
12 Aug 2024 8 minute read 2 comments Perfectionist25
Most of last week was extremely volatile. On the first day of last week, the Japanese Central Bank suddenly made statements about reducing bond purchases. The market perceived this quite hawkishly and when the Japanese Stock Exchange suddenly sold by...
9 Aug 2024 4 minute read 0 comments Perfectionist25
The general perception injected into the market started as recession pressure, but it is not like that. It started with the story of the carry trades that started with the interest rate hike in Japan on Friday and opened with negatives of up to 12-14...
6 Aug 2024 3 minute read 0 comments Perfectionist25
When we look at the markets, the Japanese Yen continues to have an effect. For a long time, loans drawn from Japan were entering risky assets around the world. However, as a result of BOJ’s surprising interest rate hike of 0.15 basis points instead o...
1 Aug 2024 9 minute read 4 comments Perfectionist25
The stock market, which had been on the back foot for two weeks, rose yesterday with Powell's statements. The FED kept interest rates steady yesterday. But it gave clear messages that it would cut in September. When we looked at the actual FED docume...
25 Jul 2024 14 minute read 1 comment Perfectionist25
Tesla's balance sheet, which the markets have been waiting for with great curiosity, has arrived. There are good aspects and bad aspects in the balance sheet. Tesla had the highest total turnover of all time. Unfortunately, deceptive misinformation a...
23 Jul 2024 6 minute read 0 comments Perfectionist25
I can say that the price of EURUSD, which is stuck in a narrow area in the 4-hour period, may continue its buying movement in a limited way in line with the reactions that may come from the 1.0886 demand area. In this case, 1.0948 levels stand out as...
22 Jul 2024 8 minute read 2 comments Perfectionist25
Markets in America were mixed. Biden said he would not participate in the elections. If you are in such a bad situation that you cannot participate in the elections, how you manage the country, the world's largest superpower, the world's largest nucl...
16 Jul 2024 5 minute read 0 comments Perfectionist25
I see the changes in the markets very positively. Of course, the assassination attempt on Trump scared people, but I was already sure that the stock markets would like it. Because the stock markets want Trump to win, and yesterday an important step w...
16 Jul 2024 3 minute read 0 comments Perfectionist25
The New York Fed manufacturing index showed that the contraction continued in July. The manufacturing index announced by the New York branch of the US Federal Reserve (Fed) was minus 6.6 in July, indicating that the contraction in the sector continue...
14 Jul 2024 6 minute read 1 comment Perfectionist25
I stated that there will be no negative surprises in inflation in the USA, and even if there is a positive surprise, the stock market will go up. But I predicted that the items going up in the stock market would be small stocks rather than stocks lik...
