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Details of Johnson’s fall and betrayal heralded by CNN. “Speaker Mike Johnson was on the phone with a man who suddenly held the keys to his legislative agenda and potentially his own future: House Democratic leader Hakeem Jeffries.” He’s theirs now. CNNが報じたジョンソンの失脚と裏切りの詳細 "マイク・ジョンソン下院議長は、突然、彼の立法課題と、彼自身の将来への鍵を握っていた男と電話で話していた: "民主党のハキーム・ジェフリーズ院内総務" 彼は今、彼らのものだ。 https://edition.cnn.com/2024/04/21/politics/ukraine-aid-mike-johnson-house-speaker-israel-taiwan/index.html @RepMTG Marjorie Taylor Greene https://truthsocial.com/ 検索Marjorie Taylor Greene(赤チェック付) https://t.me/s/RealMarjorieGreene/
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Financial conditions in the US are tightening as rates rise, equities fall and we see liquidity diminishing. This setup could be set to continue as long as we see: 1) Signs of inflation remaining sticky or re-accelerating 2) The Fed cautious about the timing of cutting 3) Large deficit spending amid rising rates causing interest rate spend to surge (could hit $1.6T by Dec y/y w/o a rate cut) 米国の金融環境は、金利が上昇し、株価が下落し、流動性が減少する中で引き締まっています。 この設定は、次のことが確認される限り継続するように設定できます。 1) インフレが依然として低迷しているか、再加速している兆候 2) 利下げのタイミングに慎重なFRB 3) 金利上昇による多額の財政赤字により金利支出が急増(12月までに前年比1.6兆ドルに達する可能性あり) by Markets and Mayhem
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Dr. Simon Goddek @goddeketal Big shoutout to everyone who didn't fall for the Covid vaccine propaganda campaign, and to those who had the balls to acknowledge they were being tricked. による英語からの翻訳 新型コロナウイルスワクチンの宣伝キャンペーンに騙されなかった皆さん、そして騙されていたと認める勇気を持った皆さんに大声で感謝します。 https://x.com/goddeketal/status/1782212647758278878 コロワクは既に過去 しかし後遺症の損切(解毒)はこれからが本番 イベとかV-D3と共にナットウキナーゼは重宝されています これから世界が注目するナットウキナーゼ(の株)と言う事をお忘れなく
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Big tech is dominating earnings season: Excluding the top 5 earnings contributors, S&P 500 earnings are expected to fall 6% in Q1 2024. The largest estimated net income contributors are Nvidia, Amazon, Meta, Google, and Microsoft. Meanwhile, these 5 companies' earnings combined are expected to grow by 64.3% in Q1 2024. In other words, the S&P 5's earnings are expected to grow by 10 TIMES more than the S&P 495's earnings are expected to decline. Markets can't afford another pullback in tech stocks. The bar is set very high. 大手テクノロジー企業が決算シーズンを席巻: 収益貢献度上位5社を除くと、S&P 500の収益は2024年第1四半期に6%減少すると予想されています。 純利益への貢献度が最も高いと推定される企業は、Nvidia、Amazon、Meta、Google、Microsoft です。 一方、これら 5 社の収益を合わせると、2024 年第 1 四半期には 64.3% 増加すると予想されています。 言い換えれば、S&P 5 の収益は、S&P 495 の収益が減少すると予想されるよりも 10 倍も増加すると予想されます。 市場はハイテク株のさらなる下落を許容できない。 基準は非常に高く設定されています。
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Monetary policy has been tight for the longest streak since 2007 We think the combination of stringent policy And a financial system that’s fundamentally not resilient to high rates Will result in a severe recession when the dominoes start to fall 金融政策の引き締めは2007年以来最長の期間続いている 厳しい政策と金融システムの組み合わせは 高金利に基本的に強くない金融システム ドミノ倒しが始まったとき、深刻な景気後退を招くだろう。
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The PMI results do not look good for stock prices. I feel that stocks will fall as demand declines.
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安くなれば買われる逆を言えば買われても期待ほど良くないなら売られる。決算見越して割安なら買われるが期待ほど良くないなら再びfall down
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BoAのMcelligottさん "Regarding the QRA, I expect a modestly bullish Bond reaction, anticipating a significantly lower overall financing estimate to be announced 4/29 (a lumpy reduction downwards to $125B-$150B, vs their prior borrowing estimate being $202B for Apr-Jun period), thanks to strong tax receipts on wages and capital gains, which will then push TGA towards $1T to then be drawn-down from via Govt spending and announced Treasury buybacks..." "... This is constructive for Bonds no doubt, yet meaningfully less market impactful than the Fall 2023 QRA "issuance twist" shock, with Treasury's massive upgrade to Bills versus substantial slowing in Coupon sales, which almost to the day marked the end of the UST long-end "term-premium rebuild" / Duration selloff which had been plaguing markets through impulse tightening of FCI from August into late October of last year (S&P -10.0% / NDX -9.8% / RTY -17.9% btwn start Aug'23 into the QRA initial estimate in late Oct '23)."
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米国金利低下は、早くとも(at the earliest)秋口、もしかしたら11月の大統領選後まで下がることはないかも( maybe not until after the elections in November)。 まだ半年はある( for several more months and potentially through Election Day in November)。 >This week in Bidenomics: Inflation staycatio At the start of 2024, investors thought it very likely that tamed inflation would let the Fed start cutting interest rates in the first half of the year, bringing a bit of relief to car and home buyers financing their purchases with loans. Now it looks like no help on rates is coming until the fall, at the earliest, and maybe not until after the elections in November. But the Fed has made clear it’s not going to cut interest rates until it’s really sure inflation is gone. And it’s not gone yet. So rates are likely to stay where they are for several more months and potentially through Election Day in November.
〽 Endless rain…
2024/04/19 13:14
〽 Endless rain!!(☜フォルテシモ!) fall on my heart! 心の傷に~♬ Let me forget all of the hate! all of the sasness~♪ www!