Waaree Energies’ spectacular debut on Monday powered a rally in renewable stocks. State-run banks too saw a sudden burst of buying. Read for free with your email on what else could move markets today https://t.co/vqDo3yo1H7
— Bloomberg Asia (@BloombergAsia) October 29, 2024
Japan’s labor market tightened in September, indicating sustained pressure on companies to raise wages ahead of the Bank of Japan’s policy meeting later this week https://t.co/Wuboo5er3U
— Bloomberg Asia (@BloombergAsia) October 29, 2024
The devastating loss by Japanese PM Shigeru Ishiba's ruling coalition in Sunday's general election has put U.S. officials on the back foot, sending them scrambling to assess the potential harm to a security alliance.https://t.co/ebcjJlOvcI
— Nikkei Asia (@NikkeiAsia) October 29, 2024
Hedge fund Vantage Point Asset Management is boosting exposure to Japanese stocks and the dollar, betting on a big win for Donald Trump in next week’s US presidential election https://t.co/DUxZr5vuNv
— Bloomberg Markets (@markets) October 29, 2024
'헤지펀드'들과 '트레이더'들이 "달러" 투자의 '정석'(定石) Donald Trump 복귀에 주목을 하면 무슨 현상이 나타날까요? 설명했죠. 경제와 무관한 주식, 부동산 부양해 봐야 내수경기가 받쳐주지를 않으니 '면상'만 보여줘도 "시장 참여자 수보다 아보가드로 수만큼 더 많다"고 "'선거'는 이기고 보자"고 사정사정을 하니까 4.10 총선 직후 '쏴 죽이겠다'더니 '형사기소'한 윤석열이 한테 '짜증'이 나는 것입니다.
Vietnam Prime Minister Pham Minh Chinh projects 2025 GDP growth at 6.5% to 7% and says the government will push for expansion of 7-7.5%, according to a post on the government’s website. https://t.co/MeHz4BWwT2
— Bloomberg Markets (@markets) October 21, 2024
Vietnam is preparing to suspend operations at four airports in its central provinces, including at the tourism center of Hue, as the country braces for Tropical Storm Trami https://t.co/UlWVm8bCXs
— Bloomberg Economics (@economics) October 26, 2024
Vietnam’s parliament is weighing a government proposal to include nuclear in the nation’s power development plan to ensure energy security and cut emissions, VnExpress news website reports https://t.co/HRKPcXlour
— Bloomberg Markets (@markets) October 21, 2024
Vietnam, UAE sign comprehensive economic partnership agreement https://t.co/wpS3qY0nef
— Nikkei Asia (@NikkeiAsia) October 29, 2024
HSBC Holdings Plc signaled stronger trading activity after China unveiled stimulus measures to spur its economy, boosting client transactions https://t.co/x8FGxG4M70
— Bloomberg Markets (@markets) October 29, 2024
Bankers at HSBC Holdings Plc can expect to share a bonus pool for 2024 worth at least as much as last year’s haul of about $3.8 billion https://t.co/6KPqU2Xy0K
— Bloomberg UK (@BloombergUK) October 29, 2024
Singapore’s state-owned investment firm is warning that a Donald Trump election victory might not necessarily be a plus for the world economy and financial markets https://t.co/b2rGJ26OwA
— Bloomberg Markets (@markets) October 29, 2024
Germany’s ruling coalition is still in power, but the three-party alliance currently exists in little more than name https://t.co/97wLFsRbAM
— Bloomberg Economics (@economics) October 29, 2024
Giorgia Meloni’s candidate for the governorship of the Liguria region has won the election by a narrow margin, strengthening the Italian premier’s government as it tries to weather ongoing turbulence https://t.co/9WSFDJu4s1
— Bloomberg Asia (@BloombergAsia) October 29, 2024
How to manage politics in the workplace https://t.co/sPgc9R3RZf
— The Economist (@TheEconomist) October 29, 2024
이게 P융신 '푼수대기'가 다른 건 그렇다 치고 선거를 '지가 뭘' 안다고 정치, 경제, 외교, 지정학과 선거의 '역학 관계'로 불과 하루 전에 취임 한 달 만에 조기 퇴진이 전망된 일본 '이시바 시게루' 총리한테 나타났죠. '미국 대선'이 불과 8일 앞으로 다가 온 가운데 Donald Trump 복귀한다? "달러"에 '채권'(Bond)과 시장 다 터지는 거죠.
The nuclear power plant closest to the epicenter of the massive earthquake that rocked Japan in 2011 is poised to restart, a major milestone in the country’s bid to revive its use of atomic energy https://t.co/WuWo94xy3J
— Bloomberg Asia (@BloombergAsia) October 29, 2024
#FromTheVault A Day in Korea looks at the daily lives of American soldiers during the Korean War. Beyond strategy, it’s the soldiers’ resilience and routine that tell the real story. Watch here: https://t.co/ly2mnPFwjX @USArmy @TRADOC @ArmyUniversity pic.twitter.com/cPHil1RGju
— Army U Press (@ArmyUPress) October 27, 2024
South Korean consumers’ confidence in the country’s housing-market rally weakened for the first time since the start of the year https://t.co/5Bjrx1MAPf
— Bloomberg Markets (@markets) October 22, 2024
그럼 뭐다? '부도'가 나는데 해당 국가 주식 시장이라고 멀쩡할까요? 하나 더, 기업부채를 가계부채로 떠 넘기고 대출을 조여 소득구간이 낮은 국민들에 이자 부담을 전가 한 부동산 시장은 온전할까요? 아무리 생각을 해봐도 '김건희' 때문에 선거 망하고 되는 게 없는 '윤석열'의 정치적 입지를 감안하면 핵무장과 북침 외에는 설명이 되지를 않습니다.
China’s biggest oil refiner increasingly finds itself under pressure from the nation’s economic woes and embrace of electrified transportation https://t.co/zMvbDfhTKi
— Bloomberg Markets (@markets) October 28, 2024
Even as Wall Street heavyweights flock to Riyadh for a Davos-style conference, Saudi Arabia is grappling with low oil prices, budget deficits and challenges attracting foreign investment https://t.co/pPqHCtgpbt
— Bloomberg Economics (@economics) October 28, 2024
Venezuela detains its former oil minister as part of an internal purge at state-run PDVSA after Nicolás Maduro’s disputed reelection as president https://t.co/ap4BiiK66w
— Bloomberg Economics (@economics) October 21, 2024
Pemex isn’t just the world’s most indebted major oil company. It’s also the second most inefficient of all its state-owned peers, trailing only Venezuela’s PDVSA https://t.co/nTl8eZ93Ob
— Bloomberg Economics (@economics) October 28, 2024
New poll: Trump and Harris are tied with 49%.
— FORTUNE (@FortuneMagazine) October 29, 2024
The top issue for voters is still the economy at 45%, followed by immigration (14%). https://t.co/sh33NrhFcf
월가의 거물들이 다보스 스타일의 컨퍼런스를 위해 리야드로 몰려드는 가운데, 사우디아라비아는 저유가, 예산 적자, 외국 투자 유치 문제에 시달리고 있습니다. 이 와중에 '중동 사태' 악화돼서 국제유가 튀면 무슨 일이 벌어질까요? 첫째, '윤석열'에 진절머리가 나 미국 '이민'가기로 마음 굳힌 반쪽짜리 반도국가 망하거나 말거나 그렇다 치고 중국이 문제죠.
Cnooc posts a rise in third-quarter profit after the company offset lower crude oil prices with increased output https://t.co/otUzpMRcWV
— Bloomberg Asia (@BloombergAsia) October 28, 2024
South Africa is still selling strategic oil stockpiles to fund measures that cushioned consumers from higher road fuel prices https://t.co/17Pp1Kdj4W
— Bloomberg Asia (@BloombergAsia) October 22, 2024
The new South African coalition government’s resolve to control debt and expedite reforms to fire up the lackluster economy will be put to the test when it unveils its first budget on Wednesday https://t.co/6PTHlGZIaJ
— Bloomberg Markets (@markets) October 29, 2024
둘째, 그러니 'CNBC'에 따르면 쿤 고 ANZ은행 아시아 리서치 헤드가 탈-"달러" 현상이 가속화되고 '금'(Gold)과 '원자재 통화'(commodity currency) 교역량이 늘어날 것이라고 말한 것입니다.
A US tariff loophole may now be closing https://t.co/nkl23YnQEw
— Bloomberg Economics (@economics) October 28, 2024
On this personal finance edition of Merryn Talks Money, our hosts help a young graduate chart his way forward https://t.co/hFd2P23W4X
— Bloomberg Podcasts (@podcasts) October 29, 2024
자, 이제 왜 늙고 미친 Donald Trump가 이민법과 국경안보법을 대선용 정쟁으로 써 멕시코에 200% + 중국에 100% + 보편관세 20%를 맥여서 "위안화에 달러가 기축통화국 지위를 잃을 것이다."는 게 말이 안 되는 '헛소리'라는 게 설명이 될 것입니다.
Spain’s Cepsa said it could curb spending on green hydrogen projects, the third European oil refiner this week to review its plans on the technology needed to cut emissions https://t.co/IOBY4JD7YF
— Bloomberg Asia (@BloombergAsia) October 25, 2024
Prabowo aims to boost Indonesia's energy security through oil and gas reforms, biofuels https://t.co/UrhTz9wcML pic.twitter.com/mIV2abDvZc
— Reuters (@Reuters) October 21, 2024
Petroliam Nasional Bhd has sent requests seeking bankers’ proposals for a potential dollar bond offering, according to people familiar with the matter, in what would be the Malaysian oil firm’s first such sale in over three years https://t.co/67CP7OYbfV
— Bloomberg Markets (@markets) October 21, 2024
Here’s the latest news and analysis on the oil market https://t.co/MD9Qm0hqrO
— Bloomberg Asia (@BloombergAsia) October 28, 2024
"He is in a much stronger base of knowledge on how that job works and how to be efficient and effective in doing it than certainly compared to 2016.”
— Bloomberg Middle East (@middleeast) October 29, 2024
Blackstone's Steve Schwarzman says on the prospects of a Trump presidency at the Saudi Arabia FII summit https://t.co/ME0IJbcCQJ pic.twitter.com/yghAK8gvkU
'비트코인' 가격은 왜 오를까요? '미국'뿐만 아니라 특히 달러-환율에 취약한 국가에서 '인플레이션' 헤지 해야죠. 그럼 왜 테슬라(TSLA) '일론 머스크'가 차 팔 생각은 안 하고 마약 먹고 '왕'(王)처럼 행세하면서 도지 코인 튀기는지도 설명이 될 것입니다.
Blackstone Chief Financial Officer Michael Chae said the firm is “cautiously optimistic about a soft landing.” https://t.co/yBy35XEBh2
— Bloomberg Asia (@BloombergAsia) September 11, 2024
Blackstone CEO Steve Schwarzman said the US is likely to avoid a recession regardless of who wins the presidential election, as both candidates have policy proposals that appeal to growth. https://t.co/Q7FFBEYgqm
— Bloomberg Economics (@economics) October 27, 2024
EXCLUSIVE: Blackstone is considering a sale of its majority stake in VFS Global that would value the visa outsourcing firm at $7 billion, among other options https://t.co/ZSnJEcN4x8
— Bloomberg Technology (@technology) September 13, 2024
Blackstone has been weighing options including a full or partial sale after receiving interest from investors such as sovereign wealth funds https://t.co/Fn9MApp9cj
— Bloomberg Technology (@technology) September 15, 2024
Blackstone, one of the largest asset managers in the world, sees Asia as a “growth engine,” according to the firm’s head of private equity for the region https://t.co/MBCxQm3kPP
— Bloomberg Markets (@markets) September 19, 2024
Vista Equity Partners and Blackstone have made several concessions to a group of private lenders backing their proposed acquisition of Smartsheet, people with knowledge of the matter say https://t.co/uGz12NUoZr
— Bloomberg Asia (@BloombergAsia) September 24, 2024
Blackstone CEO sees continuing a 'golden' moment for private credit https://t.co/MRp4Lyilgc
— Nikkei Asia (@NikkeiAsia) October 3, 2024
The private credit industry is still at the beginning of expansion with growth likely to be driven by investment-grade assets, according to Blackstone, the world’s largest alternative asset manager https://t.co/1FFRAKqsSY
— Bloomberg Markets (@markets) October 23, 2024
하나 더, 전쟁 언제까지 할까요? 종전이 "미 증권거래소에서 암호화폐 ETF 현물 승인이 났다."라고 허위사실을 유포했던 블랙스톤 등 월가, 산유국, 석유재벌들에 도움이 되질 않습니다. 블랙스톤은 사적 신용시장(고 이자율) 대출을 권장과 지분 매각을 반복하며 Donadl Trump 트레이딩으로 수익을 내왔던 것으로 해석되며, 실제로 미국 월가의 '대형은행'들은 '변동성' 장에도 실적이 높은 것으로 나타났습니다.
Tesla Insider Trading Alert 🚨
— Barchart (@Barchart) October 29, 2024
Chair Robyn Denholm and Board of Director members Kathleen Wilson-Thompson and Kimbal Musk, will sell $300 million worth of $TSLA shares by next summer pic.twitter.com/qZwSPkwEHi
T Rowe Price’s Chief Investment Officer Sebastien Page said that he did not believe the US economy was slowing despite mixed data points https://t.co/Xwn28GXiuJ
— Bloomberg Economics (@economics) October 29, 2024
US builders are anxious about proposals laid out by Donald Trump that would crack down on immigration — a key source of labor for the construction industry https://t.co/dbaIarMnzg
— Bloomberg Economics (@economics) October 28, 2024
Goldman Sachs Group Inc. has opened a new office in the financial district of Saudi Arabia’s capital Riyadh, deepening its presence in the largest Middle Eastern economy https://t.co/ADRmnEVMUx
— Bloomberg Asia (@BloombergAsia) October 29, 2024
Goldman Sachs Group Inc.’s top executive sounded a bullish note on the outlook for dealmaking, singling out investments in technology as a bright spot https://t.co/v6AnTVZAWc
— Bloomberg Asia (@BloombergAsia) October 29, 2024
EXCLUSIVE: "It's gonna be a close election," says Goldman CEO David Solomon on the upcoming US elections.
— Bloomberg TV (@BloombergTV) October 29, 2024
Solomon was speaking to @BloombergTV on the sidelines of Saudi Arabia's Future Investment Initiative. Catch live updates here: https://t.co/0oyNeb9rY0 pic.twitter.com/GMgyfQ1NY8
골드만삭스가 꼽은 기술 분야는 뭘 말한다? 1초 컷 아님? 중국이죠. 왜? 중국이 돈을 벌어야 중국인이 대거 투자를 한 사우디 부동산 투자로 돈을 벌 수 있기 때문입니다. 그럼 골드만삭스 입장에선 국제유가가 오르는 게 좋을까요? 내리는 게 좋을까요?
올라야죠. 왜? 중국 채산성이 악화돼야 경기침체를 피하려는 중국 정부가 LPR 금리를 인하하고 돈을 더 풀 때 차익실현을 보면서 저점 매수를 할 수 있기 때문입니다. 그럼 뭐가 필요하죠? 미국 대선후보 'Donald Trump'입니다. 한국 '배터리' 산업 중국과 경쟁될까요?
▲ ★블로그에 '글 썼다'고 '형사기소'한 박근혜 전 대통령, 최순실 씨 '국정농단' 수사 팀장 '윤석열'과 '국정농단' '저지른' '김건희'의 특권 폐지'와 '탄핵' 및 '트럼프·머스크' '감옥' 운동 중입니다.★
▲ '블로그'의 모든 글은 저작권법의 보호를 받습니다. 어떠한 '상업적인 이용'도 허가하지 않으며, 이용('불펌') 허락을 하지 '않습니다'.
▲ 사전협의 없이 본 콘텐츠 무단 도용, 전재 및 복제, 배포를 금합니다. 이를 어길 시 '민, 형사상' '책임'을 질 수 있습니다.
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