This week, from 26 to 30 September, the Nikkei 225 is expected to test a recovery from its decline. With AI and semiconductor-related companies due to report earnings one after another, market developments ahead of the Federal Reserve’s FOMC meeting will be closely watched.
The Nikkei 225 is expected to test a recovery from the previous week’s decline from 26 to 30 September. After concerns over excessive AI infrastructure investment triggered a decline in share prices, stronger-than-expected earnings could prompt a return to buying. A succession of semiconductor-related companies, including Kioxia, are expected to report earnings, making their performance a focus for the market.
The Federal Reserve Board is expected to hold an FOMC meeting on 27–28 September, with most observers expecting interest rates to remain unchanged amid persistently high underlying inflation. Comments by Federal Reserve officials that there is no need to rush monetary tightening, made before the latest economic and price statistics are released, could continue to weigh on the market.
In addition, earnings reports from AI and semiconductor-related companies are expected to prompt renewed evaluation of earnings stability and growth potential, making them a focus as investors select stocks going forward.