2023年8月31日木曜日

2023/8/30 News

 

news.yahoo.co.jp

 

calculatedrisk.substack.com

Case-Shiller : Seasonally adjusted, San Francisco has fallen 10.3% from the recent peak, Seattle is down 10.2% from the peak, Las Vegas is down 8.3%, and Phoenix is down 8.0%.

Case-Shiller : June’s three best-performing cities were Chicago (+4.2%), Cleveland (+4.1%), and New York (+3.4%) – the same three that had topped our May leader board. 

Calculated Risk :  the Case-Shiller National Index was unchanged year-over-year in the June report - and will likely be up year-over-year in the July report to new all-time highs.

 

・リビア外相、イスラエルとの秘密会談漏洩、批判噴出でトルコに亡命。

https://www.arabnews.com/node/2362946/middle-east

 

・中国Sinopec、サウジのシェールガス開発に参入希望を表明。

https://www.arabnews.com/node/2363101/business-economy

 

・トルコ公定歩合:17.5%から25%に引き上げ。オーソドックス手法に回帰。

https://jordantimes.com/news/business/turkey-surprises-huge-interest-rate-hike

 

econbrowser.com

Econbrowser :  Holding constant the estimated defense spending levels, growth in GDP ex-military spending is probably negative, even with the FinMin’s higher GDP growth estimate.

 

econbrowser.com

Econbrowser : The high and rising value of the heavy truck sales index suggests to me a recession had not occurred as of June 2023. But no guarantees on 2023H2.

 

www.afpbb.com

 

www.afpbb.com

 

www.jetro.go.jp

 

www.jetro.go.jp

 

www.newsweekjapan.jp

 

www.newsweekjapan.jp

 

www.nikkei.com

 

www.nikkei.com

 

jp.reuters.com

 

www.nikkei.com

 

www.marketplace.org

 

www.marketplace.org

 

news.yahoo.co.jp

 

news.yahoo.co.jp

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