【年内に1ドル165円も】 変動金利が現在の固定金利を上回る日は必ず来る｜株価・為替の見通しは？【為替ストラテジスト FFG 佐々木融】

Why are currency intervention and interest rate hikes ineffective despite the record-breaking depreciation of the yen? With interest rates failing to keep pace with inflation, what's happening to your savings? Some even argue that the Nikkei average is merely "a stepping stone"—is that really true? In this video, Mr. Toru Sasaki, Chief Strategist at Fukuoka Financial Group, provides a thorough explanation, from the structural background of the yen's depreciation to who truly loses out from interest rate hikes, the stock prices of the AI ​​semiconductor industry that drive the Nikkei average, how to approach mortgages, and his outlook for the dollar-yen exchange rate and stock prices for the rest of the year. ▼Table of Contents (Chapters) 00:00 Introduction: Turning Point in Monetary Policy and the "Basic Policy Guidelines" 01:31 Side Effects of Postponing Interest Rate Hikes on the Economy 02:10 Outlook for a Policy Interest Rate of 0.25% and Market Reactions 03:10 Limits of Foreign Exchange Intervention and Structural Factors Contributing to the Yen's Depreciation 04:50 The Path to 165 Yen per Dollar and Market Trends 08:31 A Level Not Seen in 39 and a Half Years: The Nature of the Yen's Depreciation, Different from the Past 10:57 The Current State of Currency Purchasing Power and the Exchange Rate Adjustment Function 13:10 Japan's Investment Environment and Obstacles to Direct Investment 15:06 Asset Polarization and Trends in the Real Estate Market 18:03 Trends in Inflation Rates and "Expected Inflation Rates" 21:05 Transformation of Wage Structure and the Pros and Cons of Introducing an Annual Salary System 24:40 The Impact of Rising Interest Rates on Household Finances 29:21 Views and Future Forecasts Regarding Variable Interest Rates 31:42 Future Outlook for Stock Prices: Growth Potential Under Inflation 33:17 Year-End Summary of Dollar-Yen and Nikkei Average 35:54 Ending ▼Guest Toru Sasaki Chief Strategist, Fukuoka Financial Group Former Bank of Japan Foreign Exchange Intervention Officer / Former Head of Market Research, JP Morgan Chase Bank ▼Interviewers/IGNiT Takahiro Tajiri, Ryo Yasunari, Karen Matsumura #YenDepreciation #DollarYen #NikkeiAverage #BankOfJapan #InterestRateHike #InterestRates #Inflation #Mortgage #ToruSasaki #IGNiT ▼About IGNIT IGNITING JAPAN'S NEXT ERA FROM TOKYO - Economic Matters that Concern Life, for Everyone - A Business Channel that Makes Economics and Money "Personal Matters" *This video is for informational purposes only and does not recommend or solicit the trading of any specific financial product. Please make your final investment decisions at your own risk.