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Ryosuke Okazaki
Trends
- 1Japanese and US stocks entering a stagnation phase, analysts warn●https://www. tkhunt.com/2577898/ 【日本株・米国株は停滞期へ】岡崎良介×木野内栄治／実体なき株高が是正される／FRB・日銀の利上げは続く／AI・半導体企業の淘汰が始まる／「NVIDIA一強」の構図がより強固に
Japanese market commentators Ryosuke Okazaki and Eiji Kinouchi argue that Japanese and US stocks are heading into a stagnation phase, with gains not backed by fundamentals due for correction. They expect the Federal Reserve and Bank of Japan to keep raising rates, a shakeout among AI and semiconductor companies, and Nvidia's dominance to grow even stronger.