2025年4月12日土曜日

2025/4/11 News

 

calculatedrisk.substack.com

Calculated Risk : Minutes later, a 90-day pause for most tariffs was announced (reducing tariffs to 10%, except China). An hour later Goldman Sachs put out a second note: Reverting to Our Previous Non-Recession Baseline. 

Calculated Risk : However, they still maintained a 45% change of recession in the next 12 months. Forecasting is especially difficult with rapidly changing policy!

 

米・長期金利、4.42%に上昇。

https://jp.wsj.com/market-data/quotes/bond/BX/TMUBMUSD10Y

 

www.nikkei.com

 

news.yahoo.co.jp

 

news.yahoo.co.jp

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