Guestmasayuki
commented on
The Bank of Japan expressed “about” the allowable fluctuation range of about 0.5% up and down in long-term interest rates in order to make YCC flexible.
Strict management of upper limits has been mitigated, and even though side effects such as market function have not become apparent at the moment, it can be said that they were aware of the risk of upward price fluctuations and responded to potential upward pressure on long-term interest rates.
Bank of Japan Governor Ueda has been skeptical about YCC for a long time and raised the limit operation allowance range to 1%.
As a result, the theory of the actual abolition of YCC came up.
Basically, there is no change in monetary easing, so the yen is going to depreciate.
Also, since it has declined due to the downgrade of American government bonds, US interest rates have risen due to an inverse correlation. Because of this, the yen depreciated and the dollar appreciated in the medium term.
[Liberal Arts Channel]
#FOMC #パウエル議長 #金利 #逆イールド #YCC #投資 #ギャンブル #国債格下げ
Strict management of upper limits has been mitigated, and even though side effects such as market function have not become apparent at the moment, it can be said that they were aware of the risk of upward price fluctuations and responded to potential upward pressure on long-term interest rates.
Bank of Japan Governor Ueda has been skeptical about YCC for a long time and raised the limit operation allowance range to 1%.
As a result, the theory of the actual abolition of YCC came up.
Basically, there is no change in monetary easing, so the yen is going to depreciate.
Also, since it has declined due to the downgrade of American government bonds, US interest rates have risen due to an inverse correlation. Because of this, the yen depreciated and the dollar appreciated in the medium term.
[Liberal Arts Channel]
#FOMC #パウエル議長 #金利 #逆イールド #YCC #投資 #ギャンブル #国債格下げ
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Guestmasayuki
commented on and voted
Tesla (TSLA) and BYD (BYDDF) are the world's largest electric auto manufacturers, directly competing in many regions in China and around the world.
EV startups like Nio (NIO), Li Auto (LI), Xpeng (XPEV), Rivian (RIVN), Lucid (LCID) are drawing significant attention. Efforts from traditional automotive giants like General Motors (GM), Ford Motor (F), Volkswagen (VWAGY) have also been reported. However, Tesla and BYD stand out.
In 2022, Chinese EV and battery giant BYD surpassed Tesla in auto passenger carried. While Tesla remains the leader in Battery Electric Vehicles (BEV), the gap is narrowing.
On September 1st, Tesla announced a price adjustment for the Model 3 in China. However, Tesla also reduced the prices of the Model S and X in China and the USA, as well as the price of the fully self-driving system.
In 2023, Tesla, unable to keep up with strong production capacity demand and intensifying competition, repeatedly lowered prices.
...
EV startups like Nio (NIO), Li Auto (LI), Xpeng (XPEV), Rivian (RIVN), Lucid (LCID) are drawing significant attention. Efforts from traditional automotive giants like General Motors (GM), Ford Motor (F), Volkswagen (VWAGY) have also been reported. However, Tesla and BYD stand out.
In 2022, Chinese EV and battery giant BYD surpassed Tesla in auto passenger carried. While Tesla remains the leader in Battery Electric Vehicles (BEV), the gap is narrowing.
On September 1st, Tesla announced a price adjustment for the Model 3 in China. However, Tesla also reduced the prices of the Model S and X in China and the USA, as well as the price of the fully self-driving system.
In 2023, Tesla, unable to keep up with strong production capacity demand and intensifying competition, repeatedly lowered prices.
...
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Guestmasayuki : Maybe yield curve control isn't going up already