米、対中制裁関税発動

米国は中国からの輸入2000億ドルに対する関税率を
10%から25%に引き上げた。
中国との協議は継続するし、
トランプ大統領によると決定的な決裂は避けられているようで、
マーケットの反応は今のところ限定的。
目先は、まだリスクオフを探る局面かもしれないが、
この関税による経済的インパクトは3兆円強、
米中経済の大きさを考えると、十二分に吸収しうる。
そのためか、欧州株も上昇し、
あまりリスクオフと言う感じではない。
材料出尽くしという判断になれば、
戻す余地もあるだろう。
本日のNY株の動向を見たい。

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