売り豚

元GS、私立文系、ナチュボン生まれナチュボン育ち

[Spencer Hakimian @SpencerHakimian]

Toyota is up +8% on the news of a 15% tariff.

Why?

It's simple.

Ford, GM, Tesla, and all the other American manufacturers are going to be paying 50% more for their steel, 50% more for their copper, 25% more for their Canadian production, 25% more for their Mexican production, and 55% on their Chinese production.

Toyota only has to pay 15% more and they're done with all the shenanigans.

Ford has to pay much more than that. A lot more in fact.

We've given a Japanese car company an advantage over American car companies.

All in hope of bringing auto jobs back to America.

0D Chess.

[藤巻健史 @fujimaki_takesi]

「最後のドルの買い場か？」
もし本日、円が大崩れしなかったのなら、それは最後のドル買いのチャンスを我々にくれたと考えてよいだろう。今後、円について良いニュースは何もない。一方、悪いニュースは山ほどある。

[The Kobeissi Letter @KobeissiLetter]

A historic picture:

Ships set to cross the Strait of Hormuz make a 180 degree U-Turn at ~9:15 AM ET this morning.

This was just minutes after Iran's parliament approved closing the Strait.

Wild times.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: China’s Huawei has developed a new AI chip seeking to match Nvidia, $NVDA, per WSJ.

This comes just weeks after the U.S. restricted Nvidia’s H20 chip sales to China.

[zerohedge @zerohedge]

Gold just had its biggest ever ETF inflow at $8.0bn in the past week. There is just a "little" more to go for ETFs to catch up...

[Shen @shenmacro]

トランプ政権が週末に発表した電子デバイスの国別関税からの除外は一時的なもので、半導体のセクター別関税に含まれており、1〜2ヶ月以内に改めて発表されるだろう、とルトニック。

[ﾎﾞｳﾞ @cornwallcapital]

農中お前だったのか､､､
米国債を売り浴びせトランプ関税を90日の延期に追い込み世界のマーケットを崩壊から救ったのは､､､

農中はうなずきながらそのまま倒れ、大底での債券売却損だけが残りましたとさ

めでたしめでたし

[岐阜暴威 @gihuboy]

@cissan_9984 俺は３２１７４で買ってるけど？

[cis@株 先物 FX 新信長の野望 @cissan_9984]

31320でドテン売りしたんだが、、、w

[zerohedge @zerohedge]

As a reminder, last week saw the biggest shorting on record (source: Goldman Prime Brokerage)

[スカ田@マンクラの端くれ @monchi06241]

え、白金高輪にバンクシーきてるじゃん

[Barchart @Barchart]

CTAs are now long $52 Billion worth of European Stocks and short $34 Billion in U.S. Equities, the largest spread in history 🚨

[Nick Timiraos @NickTimiraos]

What the Fed's economic projections show (but its rate projections do not, yet) is that the outlook has changed a lot in just three months, and the bar for cuts has gone up.

Not only did officials revise up their core PCE inflation forecast by three tenths (for the second straight time -- they went from 2.2% in Sept to 2.5% in Dec to 2.8% in March for year-end 2025), but a few officials also nudged up their forecasts for 2026 and even 2027. Also, 18 of 19 officials have inflation risks to the upside. The labor market will likely need to weaken to get cuts from here.

Powell suggested the inflation forecast changes were almost entirely due to trade policy changes. ("We now have inflation coming in from an exogenous source.")

I spoke to two former Fed officials who were there for the 2019 trade tensions and the 2021 pandemic inflation who think they will have a hard time looking through price resets due to tariffs.

“You’re basically saying, ‘Look, we have a potential inflation problem here. We’re going to be focused on that, and when we get more evidence about what’s happening on the growth side, we’re willing to react at that point—and not before.' No one would like to have to do it that way. But it may be that in this environment, that’s what they’re going to have to do.”

https://t.co/2wGzkRDDYp

[ゆな先生 @JapanTank]

堀江、北尾、村上、お前ら3人また集まる時が来たぞ
今度は仲良くやって日枝を潰してくれ

[zerohedge @zerohedge]

*STARBUCKS TO REQUIRE CAFE USERS TO BE PAYING CUSTOMERS: WSJ

[Shen @shenmacro]

皆さんの勤め先がPEに買収されるとPEの担当者からボトムオブボトムと裏で呼ばれるようになります。

[Nick Timiraos @NickTimiraos]

Hatzius’s predecessor, former NY Fed President Bill Dudley, flips from higher-for-longer hawk to cut-now dove: “I changed my mind… Waiting until September unnecessarily increases the risk of a recession.” https://t.co/c03Ab4qR9w

[zerohedge @zerohedge]

At the rate the BOJ is destroying the yen, it will be cheaper to hire 100 Japanese PhDs to write your essays and memos than to pay $20/month for chatgpt

[zerohedge @zerohedge]

RIVN total short interest is all time high

[Invest In Assets 📈 @InvestInAssets]

Gains required to make up for investing losses: