<세계에 한 발 다가서는 오늘의 경제 뉴스>
▶When paying attention to reflation trades rather than stock market inflation. Short-term surge in 10-year US Treasury bond yields surged to 1.36% during intraday on the 19th and recovered a year ago, but 2-year bond yields reached 1.09%, breaking down the historical low of 1.05%. Long and short-term spreads of Treasury bond yields Expected to normalize rather than worry about inflation Short-term interest rates were lowered and long-term interest rates only rose. Fortunately, the dollar’s 10th day sideways, money move is not yet. Right now, deflation (inflation decline) and severe inflation (inflation increase) before the reflation phase?
▶Bitcoin, a rising star in the market, is calling for regulation. Bitcoin price Musk continued to rise despite sudden “price expensive” change of mind, surpassing $58,000 intraday on the 21st, trading $57,000. However, trading volume plummeted, and Musk’s speech effect expanded alertness. Finance Minister Yellen “Bitcoin, highly speculative assets, need regulation and accountability” Rosengren Boston Yen Governor “Rise will end, there is no place to stand when digital currency comes out” SEC Commissioner Pierce Notice the reaction.
▶Whether the biden vote passed the stimulus package this week vs. Senate and House hearings on 23-24 Fed Chairman Jerome Powell’s testimony on anti-annual monetary policy, inflation or reflation While stimulus is superior to the possibility of passing, market shock is inevitable when mentioning the expansion of long-term bond purchases to stop Powell rate hikes. When Powell’s existing script is repeated, the market will likely focus on passing stimulus measures. The economic indicator pays attention to whether the number of weekly unemployment insurance claims on the 25th will rise sharply for the second week. On the 26th January Personal Consumption Expenditure (PCE) Pay attention to whether the January retail sales surged and surged.
▶World collective immunity is finally decided by China and India? US Population Immunity Predicted by July (PHICOR), New Vaccine Approved If the vaccination rate is more than twice as fast, it is possible in May as soon as possible. UK EIU predicts that global population immunity will be possible in mid-2022. Imbalance in supply caused by vaccination in high-income countries slows global population immunity. Priority group vaccinations, including medical staff, were completed at the end of June. Russia, Brazil, Mexico, Korea, Japan, Australia, predicted completion of vaccination by mid-2022. China India has a large population and vaccination is completed in late 2022.
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<이코노믹리뷰가 주목한 오늘의 승부 기사>
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