I saw the PCE of 2.6% yesterday
There are times when some people say the U.S. game was smashed
It’s fair to say that the U.S. economy is still holding up
Inflation is under control, and employment is in control of the Fed and the government
The Fed will signal a rate cut in August, and I think it would be good to cut it two or three times from September
If you cut interest rates historically
There are a lot of people who say it’s going to crash
That’s when the economy has already been smashed to the point of a crash and interest rates are urgently lowered
Of course, it’s not a good thing that employment is slowing down
It’s been a problem for the last three years because employment has been so good
The relationship is the opposite
Case of typical data misreading
So, even if interest rates are cut, what about Tesla’s stock price?
Since last quarter, the interest cut due to the car sales has been a drop in EPS
Lowering interest rates will reduce the discount amount and reduce the EPS, so you can predict the turnaround of profits with a high probability.
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