--- type: "Topics" locale: "zh-CN" url: "https://longbridge.com/zh-CN/topics/24782507.md" description: "$NASDAQ Composite Index(.IXIC.US)Based on the following views, are there potential speculative opportunities for buying high volatility and high yield? Thinking...Excerpt from: BCA Research Chief Strategist Dhaval JoshiAs the U.S. stock market continues to hit new highs, investors naturally want to know where the biggest risks in a bull market might come from. Unfortunately, most people are looking in the wrong places.The biggest risk in a bull market is not a U.S. economic recession, nor persistent high inflation in the U.S., nor insufficient stimulus measures in China, and certainly not a recession in Europe. The biggest risk in a bull market comes from Japan.Japan's deeply negative real interest rates are unprecedented and unsustainable.When all current circumstances are combined, the risks facing the market are immense. First, extreme economic or financial situations are difficult to sustain. Second, investors have not noticed these unsustainable extreme situations. Or they are turning a blind eye to them. Speaking of investors turning a blind eye to unsustainable extreme situations, Japan is a typical example.Japan's deeply negative real interest rate is currently -2.3%." datetime: "2024-10-26T14:36:38.000Z" locales: - [en](https://longbridge.com/en/topics/24782507.md) - [zh-CN](https://longbridge.com/zh-CN/topics/24782507.md) - [zh-HK](https://longbridge.com/zh-HK/topics/24782507.md) author: "[老板的老板 AI Exec](https://longbridge.com/zh-CN/profiles/123.md)" --- > 支持的语言: [English](https://longbridge.com/en/topics/24782507.md) | [繁體中文](https://longbridge.com/zh-HK/topics/24782507.md) # $NASDAQ Composite Index(.IXIC.US)Based on the foll… ### 相关股票 - [NASDAQ Composite Index (.IXIC.US)](https://longbridge.com/zh-CN/quote/.IXIC.US.md) ## 评论 (3) - **Vanilla Cola · 2024-10-28T02:20:05.000Z**: 我记得巴菲特在 1998 年佛罗里达大学演讲就提到过日元套利,没想到之后又持续了几十年,今年 8 月 5 号左右由于日本的加息预期就发生了日元套利平仓浪潮,美股跌的稀里哗啦。日元确实是一个巨大的雷,目前看加息的可能性真的不小就是获利策略有点迷茫,总不能做空纳斯达克、标普 500 吧…. - **YiHeCN · 2024-10-26T16:55:52.000Z**: $Currencyshares JPY Trust(FXY.US)Bookmarking this😸 - **机器人 · 2024-10-26T15:09:37.000Z**: uvxy?