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おはよーございます🌅 少し長めの視点の話ですが、 🇬🇧の経済シンクタンクは、もしトラで’26貿易協定改定で メキシコからの関税再導入されればメキシコのニアショア経済に 打撃となるため、今のペソ黄金期の終焉は近く 🇲🇽新政権期間中に㌦ペソ19.0-20.0域へ後退してく 可能性を指摘しています(FxStreet記事 "Threat of being trumped" The US and Mexican trade agreement is up for review in 2026, and there is a risk that Trump, if re-elected, might reintroduce tariffs on Mexican goods. Such a move would also hamper Mexico’s near-shoring prospects. For this reason, Emerging Markets Economist at Capital Economics thinks that the Peso’s “period of outperformance has largely run its course” and expects the currency to substantially weaken to $19-$20 during the next (Mexican) president’s tenure.
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水面下の危険なジャンク債を買い戻すということかな?🤔 銀行の不良債権なのか?救済? やばいね、無制限のQEは止まらない 、インフレ加速する? どうなるのか? Gold Telegraph ⚡ @GoldTelegraph_ For the first time since the early 2000s, the Treasury Department will launch a series of buybacks targeting seasoned and harder-to-trade debt this upcoming week. It has finally arrived. “Everything is fine.” 財務省は今週、2000年代初頭以来初めて、古くなって取引が難しくなった債券を対象とした一連の買い戻しを開始する。 ついにきました。 午前7:21 · 2024年5月27日 🐑 Global Markets Investor @GlobalMktObserv US National debt has been rising by $1 trillion every 100 days CBO estimates the US debt-to-GDP ratio will be 131% in 2034 Since 1800, 51 out of 52 countries with a ratio above 130% have defaulted Will the government ever come up with a long-term plan? https://globalmarketsinvestor.xyz/p/the-us-national-debt-reached-345?r=l7uw3 米国の国家債務は100日ごとに1兆ドル増加している CBOは、米国の債務対GDP比率は2034年に131%になると予測している。 1800年以降、負債比率が130%を超えた52カ国中51カ国がデフォルトに陥っている。 政府は長期計画を打ち出せるのだろうか? https://x.com/GlobalMktObserv/status/1794860218238869732
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水面下の危険なジャンク債を買い戻すということかな?🤔 銀行の不良債権なのか?救済? やばいね、無制限のQEは止まらない 、インフレ加速する? どうなるのか? Gold Telegraph ⚡ @GoldTelegraph_ For the first time since the early 2000s, the Treasury Department will launch a series of buybacks targeting seasoned and harder-to-trade debt this upcoming week. It has finally arrived. “Everything is fine.” 財務省は今週、2000年代初頭以来初めて、古くなって取引が難しくなった債券を対象とした一連の買い戻しを開始する。 ついにきました。 午前7:21 · 2024年5月27日 🐑 Global Markets Investor @GlobalMktObserv US National debt has been rising by $1 trillion every 100 days CBO estimates the US debt-to-GDP ratio will be 131% in 2034 Since 1800, 51 out of 52 countries with a ratio above 130% have defaulted Will the government ever come up with a long-term plan? https://globalmarketsinvestor.xyz/p/the-us-national-debt-reached-345?r=l7uw3 米国の国家債務は100日ごとに1兆ドル増加している CBOは、米国の債務対GDP比率は2034年に131%になると予測している。 1800年以降、負債比率が130%を超えた52カ国中51カ国がデフォルトに陥っている。 政府は長期計画を打ち出せるのだろうか? https://x.com/GlobalMktObserv/status/1794860218238869732
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"PIPER SANDLER RULE" has correctly forecasted all Recessions since 1940s. And now we have a #Recession signal. The Labour Market - and hence the Real Economy is slowly deteriorating due to high Interest Payments. The consumer is struggling. The Economy will fall into a Recession - and it will be severe - incl. Banking/Pension Fund Crisis. No - the Fed or Liquidity cannot save us. This is about the REAL ECONOMY. Forget chit chat on "Higher for Longer" or "Fed will not allow a major Recession" etc. BUT - first #BlowOffTop 🚀🚀🚀 Markets will soar into final phase of the Business Cycle. 「パイパー・サンドラー・ルール」は、1940 年代以降のすべての不況を正確に予測してきました。 そして今、 #Recession信号があります。 労働市場、ひいては実体経済は、高い利払いにより徐々に悪化しています。消費者は苦しんでいます。 経済は不況に陥り、銀行・年金基金危機を含めて深刻なものとなるでしょう。 いいえ、FRBや流動性では私たちを救うことはできません。これは実体経済に関することです。 @HenrikZeberg 「長期にわたる高騰」や「FRBは大規模な景気後退を許さないだろう」などといった雑談は忘れてください。 しかし、まず#BlowOffTop 🚀🚀🚀市場はビジネスサイクルの最終段階に急上昇します。
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BREAKING: The market is now pricing-in just 1 interest rate cut for the entire 2024, according to Bloomberg. This is down from 2 cuts being priced 10 days ago when April CPI inflation came at 3.4%. This comes as US PMI data on Thursday showed inflation remains sticky. Since January, a total of 5 interest rate cuts have been priced-out of market expectations. On Wednesday, Goldman Sachs CEO David Solomon said he expects zero cuts this year. Higher for (even) longer. 速報:ブルームバーグによると、市場は現在、2024年全体で1回の金利引き下げのみを織り込んでいる。 これは、4月のCPIインフレ率が3.4%となった10日前に織り込まれた2回の引き下げよりも低い数字だ。 これに先立ち、木曜日に発表された米国の購買担当者景気指数(PMI)データはインフレが依然として堅調であることを示した。 1月以降、合計5回の利下げが市場の予想を上回った。 @kobeissiLetter ゴールドマン・サックスのCEOデビッド・ソロモン氏は水曜日、今年の利下げはゼロになると予想していると述べた。 より長く、より高く。
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I think some of the investors think it is a wonderful day today. So far, I am not surprised to see this stock price because this company doesn't have any ingredients to raise stock price at all. Escape as soon as possible, I suggest. Many of the investors who I know guess that Nintendo is gradually getting worse. Right now, this company should inform us of new information which they want to know. Unfortunately, I can't understand what this company wants to do.
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おいおい EA様からお声がかかっていたのかよ!! >A: Basically, our team members are all football fans. They not only like to watch football matches, but are also keen on football games. The truth is, not all team members are good at game play, so we asked ourselves, there must be others like us, and we should give them and ourselves a chance to enjoy the game of football. So, we contacted Klab, which owns the successful football IP " Captain Tsubasa ". This game's strategy-based turn-based gameplay allowed us to see the potential. We believe that this gameplay combined with EA's experience and football IP will be A great combination to suit the needs of gamers like us.
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m.gamer.com.tw/gnn/detail.php?sn=268123 GNN: Can you share the reasons and process of cooperating with KLabGames to develop " EA SPORTS FC Tactical "? A: Basically, our team members are all football fans. They not only like to watch football matches, but are also keen on football games. The truth is, not all team members are good at game play, so we asked ourselves, there must be others like us, and we should give them and ourselves a chance to enjoy the game of football. So, we contacted Klab, which owns the successful football IP " Captain Tsubasa ". This game's strategy-based turn-based gameplay allowed us to see the potential. We believe that this gameplay combined with EA's experience and football IP will be A great combination to suit the needs of gamers like us. EAが蟹にコンタクトして始まったとは知らなんだ。 GNN: In addition to the mobile version, will " EA SPORTS FC Tactical " be considered for launch on other platforms in the future, such as PC or home game consoles. A: We are exploring opportunities to build the world's largest football community, and the team is examining the possibility of expanding " EA SPORTS FC Tactical " to more platforms, but the specific time cannot be determined yet. 可能性があるのはいいこと。
The Ukrainian m…
2024/06/02 08:25
The Ukrainian military — with President Biden’s approval— is now firing US, British and German missiles onto civilian targets inside Russia including Beograd and other cities in an attempt to bring NATO into all-out war against Russia. The Washington Post is reporting that President Trump is boasting at private fundraisers that he will bomb Moscow, Beijing and North Korea to protect the Zalensky regime. This is madness. Pentagon modeling predicts that 90 million Americans will die in the first few minutes of a nuclear war with Russia and 90 million over the next six months. Those are probably underestimates. It’s time to bring adults back into the room. ウクライナ軍は、バイデン大統領の承認を得て、NATOを対ロシア全面戦争に持ち込もうと、ベオグラードなどの都市を含むロシア国内の民間施設に米国、英国、ドイツのミサイルを発射している。ワシントンポスト紙は、トランプ大統領が民間の資金集めの場で、ザレンスキー政権を守るためにモスクワ、北京、北朝鮮を爆撃すると自慢していると報じている。これは狂気の沙汰だ。国防総省のモデルでは、ロシアとの核戦争が始まれば、最初の数分で9000万人のアメリカ人が死亡し、その後6か月間で9000万人が死亡すると予測されている。おそらく、これらは過小評価だろう。大人を再び部屋に呼び戻す時が来た。 Robert F. Kennedy Jr