Ahead of the event from the middle of the week, the leading role will change for each market, first check the trends in China
Yesterday, the main players in the market changed for each market. In the Tokyo market, the yen strengthened against the backdrop of China risk. In the following London market, when the movement slowed down in the early stages, euro buying became the main player in response to remarks by ECB senior officials. When it entered […]
Ahead of the US FOMC in Golden Week, the immediate situation is the infection situation in China.
The results of the next US FOMC meeting, which the market is paying attention to, will be announced on May 4 during Golden Week. Until then, US financial officials have entered a “blackout period” to refrain from speaking. It seems that the market is paying attention to the movement over the new coronavirus infection in […]
Observation of selling US bonds in China
The Communist Party Newspaper and People’s Daily news bulletin reported on Thursday that university professors said that China could cut its US Treasury holdings from the current $1 trillion to around $800 billion. That is the topic. (Source: Reuters) Of course, if you sell U.S. Treasuries in earnest, a slump in U.S. Treasury prices is […]
Prohibition of visa issuance for US officials intervening in Chinese and Hong Kong laws
The Chinese government is reportedly banning visa issuance for US officials intervening in Hong Kong law. Although there is no big movement in the market, it is an image that the US-China conflict will not stop, and it will be a risk-off factor in the future.
India and China collide near the border. 20 or more Indian soldiers died.
〇 India and China collide near the border. 20 or more Indian soldiers died. Indian officials said at least 20 Indian soldiers were killed in a collision between the two forces in the Himalayas, which borders China. It is the first time in more than 45 years that people have been killed in the conflict […]
US President Trump will hold a press conference about China this Friday
It will include the President’s opinion on COVID-19 and the Chinese response to the Chinese response to trade, currency wars and the Chinese government’s political response to the Chinese parliament, and is likely to approve the decision to advance Hong Kong’s national security law. From this point onward, we are once again conscious of the […]
China’s oil demand has almost recovered to the level before the new Corona
China’s oil demand has almost recovered to the level before the new Corona (Source: Bloomberg) This pushed up the crude oil price, and the US stock price was high.With this momentum, it is possible that the rise will not stop until around $ 40. US stocks and crude oil both rose again. Risk on tonight.
US and China tension
Mr. Trump reaffirmed that China’s trade agreement will not be renegotiated. Risk aversion has become the main market theme again,The main index on Wall Street is negative. Due to the revenge of the new Corona, Mr. Trump refused to renegotiate the US-China trade negotiations. The number of new unemployment insurance applications also exceeded expectations, and […]