youtu.be/NtN84Bbdb08?si…

「経済の舞台裏」書きました

ドル円140 割れ予想は「一旦退却」
日本の赤字体質が円高を阻む

| 藤代 宏一 | 第一生命経済研究所

dlri.co.jp/report/macro/3…

米大手行、トレーディング部門が予想上回る好結果－融資収入減を補う trib.al/MEOwwRM

China, Poland, and Singapore were the largest buyers of gold last year.

Now think about the buyers who accumulated the metal without disclosing their transactions.

The demand for a high-quality neutral asset with unparalleled historical credibility is likely at its early…

SPDR ゴールド･シェア
信託金総額 4月16日

Tonnes/830.18 t(+1.73)

Ounces/26,691,034.03 ozt

Value US$/$63,224,233,294.46

射干 著莪 (シャガ)

【米国市況】２年債利回り一時５％台、円は約34年ぶり安値更新 trib.al/PJv1h5M

The $gold ETF of $GLD settled +0.1% to $221.22... impressive relative to yields/dollar.

Today #Powell said that if #inflation doesn't come down to 2% the #Fed can maintain its current restrictive policy for longer. But current Fed policy is not restrictive, it's loose. The longer the Fed maintains its current policy, the further away from 2% inflation will rise.

The Kobeissi Letter The Fed's hope for a pivot is getting overwhelmed along with its fight against inflation because inflationary deficit spending has expanded the money supply for years and is projected to continue at similar levels at least for the foreseeable future.
fred.stlouisfed.org/series/FYFSD

COMEX GOLD VAULT TOTALS RISE 92K OUNCES
- Registered rises 9.9K oz.
- Open Interest is now equal to 274% of all vaulted gold and 681% of Registered gold.

パウエル議長、公式発言で、今年に入ってからのインフレ指標は、インフレ退治が想定より長引くことを示すと認めた。これまでインフレは凸凹道ながら鈍化していると語ってきたので、大きな変化。市場では年内利下げ見送り可能性示唆とも解釈されている。深読みすれば為替介入に理解示したとも解釈出来る

Good, informative thread on the recent history of Fed monetary rate policy communication, and its consequences.

On April 16, the #GDPNow model nowcast of real GDP growth in Q1 2024 is 2.8%: bit.ly/32EYojR #ATLFedResearch

Download our EconomyNow app or go to our website for the latest GDPNow nowcast: bit.ly/2TPeYLT

youtu.be/5-WfanvnfwE?si…

「経済の舞台裏」書きました

日本株を盛り上げる「円安」「株主還元策」「半導体」

| 藤代 宏一 | 第一生命経済研究所 dlri.co.jp/report/macro/3…

常盤屈曲花 (トキワマガリバナ)