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 vehicle manufacturers, and are becoming direct competitors in China and many parts of the world.
A lot of attention has been drawn to EV start-ups such as Nio (NIO), Li Auto (LI), Xpeng (XPEV), Rivian (RIVN), and Lucid (LCID). Efforts by traditional automobile giants such as General Motors (GM), Ford Motor (F), and Volkswagen (VWAGY) have also been reported. However, Tesla and BYD stand out.
In 2022, the car sales volume of BYD, a major Chinese EV battery company, surpassed that of Tesla. Tesla is still number one in all-battery electric vehicles (BEVs), but the difference is narrowing.
On 9/1, Tesla announced price revisions for the Model 3 in China. However, Tesla also lowered the price of the Model S and X in China and the US, and also lowered the price of fully autonomous driving systems.
In 2023, Tesla lowered prices many times as demand could not keep up with strong production capacity and competition intensified.
...
A lot of attention has been drawn to EV start-ups such as Nio (NIO), Li Auto (LI), Xpeng (XPEV), Rivian (RIVN), and Lucid (LCID). Efforts by traditional automobile giants such as General Motors (GM), Ford Motor (F), and Volkswagen (VWAGY) have also been reported. However, Tesla and BYD stand out.
In 2022, the car sales volume of BYD, a major Chinese EV battery company, surpassed that of Tesla. Tesla is still number one in all-battery electric vehicles (BEVs), but the difference is narrowing.
On 9/1, Tesla announced price revisions for the Model 3 in China. However, Tesla also lowered the price of the Model S and X in China and the US, and also lowered the price of fully autonomous driving systems.
In 2023, Tesla lowered prices many times as demand could not keep up with strong production capacity and competition intensified.
...
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Guestmasayuki : Maybe yield curve control isn't going up already