U.S. inflation indicators and expectations for a Bank of Japan rate hike are the focus of the market, with the performance of the banking and semiconductor sectors drawing attention as candidates to lead the September market. Depending on developments ahead, they could offer clues for stock selection.
U.S. inflation indicators and expectations for a Bank of Japan rate hike are drawing market attention, with the focus of the September market expected to become clearer. The banking and semiconductor sectors are being discussed as “candidates to lead the next phase.”
Underlying this are trends in inflation and the direction of monetary policy, while the results of U.S. economic indicators and the Bank of Japan’s policy stance could influence the market’s direction. Depending on subsequent developments, the flow of funds between sectors is expected to change.