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Gold has been on a historic run, but what happens once rate cuts start? Historically speaking, gold has seen some of its best rallies during the 24 months after the last Fed rate hike. In 2018-2020, the yellow metal surged by almost 50% and in 2006-2008 it rallied 55%. In this Fed rate hike cycle, it seems like the last rate hike was in July 2023 Since then, gold has rallied by whopping ~21% in 7 months. History says that more upside is coming for gold. 金は歴史的な上昇を続けているが、金利引き下げが始まれば何が起こるのだろうか? 歴史的に見て、金は前回のFRBの利上げ後の24か月間に最も高い上昇を記録した。 2018年から2020年にかけて、黄金はほぼ50%急騰し、2006年から2008年には55%上昇した。 今回のFRBの利上げサイクルでは、前回の利上げは2023年7月だったようだ。 それ以来、金は7か月間でなんと約21%も上昇しました。 歴史は、金のさらなる上昇が来ることを示しています。
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This is a HISTORIC down day for Canada's second largest bank - TD. Losing $13B in market cap in a single day. カナダ第2位の銀行TDにとって、これは歴史的な下落日となった。 1日で時価総額が130億ドル減少。
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> > ◇米オフィスビル、デフォルトが歴史的高水準 > ● Office-Loan Defaults Near Historic Levels With Billions on the Line > Over $38 billion of U.S. office buildings face loan defaults, foreclosures or other forms of distress, the highest amount since 2012 > (WSJ April 30, 2024 at 5:30 am ET) この記事はよくまとまってたかな🤔 大事なポイントが結構ある。 もう一押し踏み込んでも よかったとも思うけど。 > 今日の高金利が特に問題になるのは、商業用物件のオーナーは、典型的には建築物のコストの少なくとも半分を借入れで賄うからだ。いま支払い期限を迎える物件ローンの大半は、いまよりずっと金利が低かったときに組まれたものだ。 > 次の12ヶ月で、180億ドルの証券化されたオフィスローンが満期を迎える。これは2023年の倍以上のボリュームである。ムーディーズは73%のローンが、物件の収入、負債レベル、空室率やリース期間満了のために借り換えが難しくなると推定する。
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> ◇米オフィスビル、デフォルトが歴史的高水準 > 米ウォール・ストリート・ジャーナル紙は30日、高い金利と需要低迷を背景に米オフィス向け融資のデフォルト(債務不履行)が歴史的な高水準に悪化したと報じた。 ソレこの記事。 まだ日本語になってない😑💨メンドクセー ● Office-Loan Defaults Near Historic Levels With Billions on the Line Over $38 billion of U.S. office buildings face loan defaults, foreclosures or other forms of distress, the highest amount since 2012 (WSJ April 30, 2024 at 5:30 am ET) https://www.wsj.com/real-estate/commercial/office-buildings-past-due-loans-record-51a373a6?mod=real-estate_lead_pos4
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バックプレーン技術のな HMOやなUHMOにも注目やで! Samsung and LG have a new OLED rival Allied forces are gunning for the OLED crown. CLUB386 By Blair Jacobs - 25/04/2024 Samsung and LG have been the forerunners of OLED display technology with little to no competition. Fortunately, there’s a new OLED panel maker in town, and it has its sights set on the number one spot. The company, Japan Display (JDI), and its new eLEAP type of OLED panels will enter production by the end of 2024. JDI announced the tech in 2022 with lofty claims that it developed a “historic breakthrough in display technology.” eLEAP is a new manufacturing process developed via a joint venture between Sony, Toshiba, and Hitachi’s display panel divisions. The process is a cost-effective solution that’s used to create freeform OLEDs that are brighter, more efficient, and long-lasting when compared to the OLED panel types on the market today. The breakdown In comparison, JDI claims its OLED variant offers twice the peak brightness, three times the life span, and twice the emission efficiency. This is achieved by its larger aperture ratio and maskless deposition process. The aperture ratio of an OLED pixel determines how much light it can generate. Typical OLED displays have an aperture ratio of about 28%, whereas eLEAP displays offer up to a whopping 60%. On the other hand, today’s OLED panels are produced using Fine-Metal-Mask (FMM) technology. This method has been the remaining bottleneck for the wider application of OLED displays. FMM is a complex and expensive process because it can only be created in an ambient vacuum environment. It is the main reason why OLED displays are so expensive to manufacture. More defects encountered during the process also lead to less product yield and more material waste. The benefits of eLEAP is in its name: environment positive; Lithography with maskless deposition; Extreme long life, low power, and high luminance; Any shape Patterning. Quite the mouthful and not quite a proper acronym. Nevertheless, removing this complex metal masking process allows JDI to create higher-performance OLEDs at a much lower cost. Should Samsung and LG be worried? Well, not quite yet. The display tech is still limited to its smaller 6-Gen substrate line. JDI initially plans to target smaller products like laptops, smartphones, car displays and wearable tech, at least for now. Thereafter, it can scale the process up to its 8-Gen (2200x2500mm) substrate line, which will allow for larger monitors and TVs. If all goes to plan, this will enter mass production by 2027.
25 中国の「景気刺激策…
2024/05/21 00:48
25 中国の「景気刺激策」が実体経済にまったく効果がないことを示すさらなる証拠。不動産危機は悪化した。北京は本格的にパニックになり始めている。 これらすべては、中国が記録的な量の米国債を売却しなければならないということと一致している。 https://youtu.be/j00_S1iug9c https://x.com/JeffSnider_EDU/status/1791985953021612406 China announced "historic" steps on Friday to stabilise its crisis-hit property sector, with the central bank facilitating 1 trillion yuan (US$138bn) in extra funding while easing mortgage rules, with local governments set to buy "some" apartments. #ausecon #auspol 中国は金曜日、危機に見舞われた不動産セクターを安定化させるための「歴史的な」措置を発表した。中央銀行は1兆元(1380億米ドル)の追加資金を調達するとともに住宅ローン規制を緩和し、地方政府は「一部の」マンションを購入する予定だ。 #ausecon #auspol 午前5:50 · 2024年5月20日 https://x.com/CommSec/status/1792296709651046743