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cover of episode Asia’s ‘Sell USA’ Moment, SpaceX Starship Destroyed, Rome’s 'Eighth King'

Asia’s ‘Sell USA’ Moment, SpaceX Starship Destroyed, Rome’s 'Eighth King'

2025/5/28
logo of podcast Bloomberg Daybreak: Europe Edition

Bloomberg Daybreak: Europe Edition
AI Deep Dive AI Chapters Transcript
People
A
Alessandra Migliaccio
A
Angela Rayner
C
Caroline Hepker
D
Diana Lee
E
Evelyn Farkas
具有三十年国家安全和外交政策经验的麦凯恩研究所执行主任。
E
Ewan Potts
K
Kristi Noem
P
President Trump
R
Rajiv De Mello
R
Ruth Carson
Topics
Caroline Hepker: 亚洲正面临抛售美国资产的时刻，一些全球最大的资金管理公司认为这仅仅是个开始。长期以来，亚洲的出口强国都依赖于将商品销售给美国，然后将所得收益投资于美国资产的策略。然而，由于对美国预算赤字、政治两极分化以及特朗普政策对美元的影响的担忧，亚洲投资者正在重新考虑这一策略。 Ruth Carson: 特朗普的贸易战2.0正在加速去美元化的进程，这意味着投资者正在放弃美元，寻找替代方案。这种转变已经导致一些台湾保险公司因美元贬值而遭受了数百万美元的损失。市场正处于一个转折点，见证着金融新时代的诞生。 Rajiv De Mello: 市场正处于一个转折点，见证着金融新时代的诞生。 Diana Lee: 亚洲的出口大国过去有一个简单的系统，就是向美国销售大量产品，然后将赚到的美元再投资到美国的金融资产中。1997年的亚洲金融危机让亚洲经济体意识到需要强大的外汇储备，特别是美元，来保护自己。然而，流入美国的亚洲资金已经从峰值放缓，一些大型机构投资者正在寻找美国债券的替代品。如果亚洲资金撤出美国的趋势加速，可能会有大量资金流动，新兴市场货币可能会得到提振，欧洲或日本的股票可能会吸引投资。从长远来看，亚洲国家需要提高国内消费，减少对单一出口市场的依赖。

Deep Dive

Chapters
Asian investors are reconsidering their massive investments in US assets due to concerns about the US budget deficit, political polarization, and the impact of President Trump's policies. This shift could lead to a significant unwinding of Asia's $7.5 trillion worth of investments and a potential reshaping of global financial markets.
  • Concerns over US budget deficit, political polarization, and Trump's policies drive shift.
  • Potential unwinding of Asia's $7.5 trillion in US investments.
  • Major players like Nippon Life and Australian pension funds are seeking alternatives.
  • Impact could include financial pain for Asian investors, shifts in global markets, and increased focus on domestic consumption.

Shownotes Transcript

Your morning briefing, the business news you need in just 15 minutes.

On today's podcast:

(1) For decades, Asia’s export powerhouses had a simple financial strategy: Sell goods to the US, then invest the proceeds in American assets.

(2)  Investors are on tenterhooks Wednesday for an auction of 40-year Japanese government bonds as volatility in the nation’s yields continues to rumble through global debt markets.

(3) President Donald Trump warned in a social media post Tuesday that Russian leader Vladimir Putin was “playing with fire”, as the US weighs whether to target Moscow with additional sanctions over its long-range missile and drone barrage against Ukraine.

(4) US Homeland Security Secretary Kristi Noem urged Poles to vote for the nationalist opposition candidate in Sunday’s presidential election, wading into a tightly-contested campaign that threatens to derail efforts to rebuild the country’s democratic institutions. 

(5) SpaceX’s colossal Starship rocket suffered a leak, tumbled out of control in space and disintegrated as it hurtled back to Earth during a test flight on Tuesday, in a third setback in a row for the Elon Musk-led company.

(6) The UK government said it would cut back planning hurdles faced by smaller housebuilders, as Prime Minister Keir Starmer seeks to deliver on his target of building 1.5 million new homes.

Podcast Conversation: Car Lovers' Best Advice for How to Plan the Perfect Summer Drive)

 

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