Source: Boneless NewsletterJanuary’s Consumer Price Index (CPI) is generally in line with market expectations, but some items have somewhat mixed results. Check how the market will accept and rebound in the future. It is true that U.S. inflation is peaking and slowing down, but the market is paying attention to the recent slowdown. The Fed is beginning to recognize that it may take a long time to return to the normal level (2%). Amid growing interest in Gen-AI in the market, Bank of America’s investment opinion that it should pay attention to Nvidia’s solutions that deal with the vast process of AI learning, and ETFs that it will only invest in strong mental health companies due to the upward trend of target stock have also emerged. Major mental disorders, major depressive disorders, dementia, schizophrenia, and many other mental disorders that humans have not yet conquered, are slower to develop treatments than other physical disorders. Drug development is usually difficult because it is related to the brain, and symptom observation is subjective, making it even more difficult to develop treatments. Amid these difficulties, Biogen’s Alzheimer’s drug lecanemab and major depressive disorder drug Juranolone are raising market expectations.
