米中貿易問題、対立は深まりそう

先週金曜日のNY市場、
米中の貿易交渉は「建設的だった」とムニューシン財務長官が発言、
ショートカバーが進み、ドル円は110円台を一時回復したが、
マーケットが引けたあとに
「13日にも、対中関税第4弾を発表する」とアナウンスされた。
米中の協議は順調に行っているとの報道は、
今後もう一切信用できない。
表向き和やかでも、トランプ氏は急変する。
今回は中国側にかなり不審感が残っているようだ。
お互いに対する信頼度が低下すると、交渉は進まない。
そうなると、中国側から、何らかの対抗策が出てくるだろう。
マーケットの動乱に備えたい。

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