Despite concerns about a possible recession and high interest rates, investors remain optimistic about the future trend of Nasdaq and S&P 500. The tech sector heavily influences the S&P 500, with the top ten companies accounting for 81% of its performance. Positive quarterly reports from companies, particularly those in the big tech sector, and the robust US labor market contribute to the optimism. The decline in the Dollar Index and rise in gold prices also affect the Nasdaq and S&P 500. Additionally, Japan's unique qualities such as safety and technological knowledge transfer make it an attractive investment opportunity, with its GDP growth exceeding expectations and tech sector seeing a 43% growth in exports over the past two years.
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