The central market themes this week are continuing concerns over excessive investment in AI and semiconductors, and a situation in which the validity of share prices is being called into question. The Bank of Japan meeting and the FOMC are also expected to be the market's focus.
The central market theme is concern over excessive investment in AI and semiconductors, which is influencing market views on the validity of share prices. This point will remain in focus this week.
The Bank of Japan meeting and the FOMC are scheduled for this week, and attention is focused on how these events will affect the market.