미국 주식 시장과 일본 엔화 약세

일본 보험사들은 엔화 약세 속에서 안정적인 자산을 위한 파생상품 거래를 고려하는 등 엔화 강세에 대해 신중한 태도를 보이고 있습니다.

### 일본의 엔화 약세와 글로벌 금융 시장에 미치는 영향
* 🇺🇸 미국 주식 시장은 과매수 상황과 과도한 투기로 인해 조정을 겪었으며, **엔비디아 및 AI 주식은 급등**한 반면 다른 주식은 하락했습니다.
* 최근 비트코인이 큰 폭으로 하락하면서 황국 씨는 **120일 이동평균선을 돌파한 후 보유 자산을 모두 매도**했습니다.
* 🇯🇵 약 **2조 달러의 해외 자산**을 보유하고 있는 일본 보험사들은 엔화 변동에 대한 헤지를 위해 **파생상품 거래**를 고려하고 있습니다.
* 📉 엔화의 지속적인 약세로 인해 여러 가지 우려가 제기되고 있으며, **일본은행은 5월에 추가 하락을 막기 위해 크게 개입**했습니다.
* 🇺🇸 미국은 **일본을 환율 조작 관찰 대상국**으로 분류해야 한다고 언급했습니다.
* 🏦 엔화가 추가로 약세를 보이면 **일본 투자자들이 자금을 송금**할 수 있어 글로벌 금융시장의 변동성이 커질 가능성이 있습니다.
* 🌐 한국과 중국만 엔화 약세의 혜택을 볼 수 있는 **환율 전쟁 가능성**에 대한 논의가 새롭게 제기되고 있습니다.

Hello, this is breaking news. Oh, it's been a while since we had breaking news on Naver News. The key point is about the story of inflation, which is really important. Let me introduce the content. First of all, the U.S. market received some corrections yesterday. The reason can be simply put as it went up too much. It seems like there was a sense of enough with the greed in the atmosphere. The stock market was in the overbought zone. However, ironically, even though it was in the overbought zone, surprisingly, if we look at the Fear and Greed Index, it is currently in the fear zone. People are feeling fear or greed. If you look at whether people are feeling fear or greed, despite the high stock prices, it turns out that due to excessive speculation, Nvidia and AI stocks surged, leaving other stocks behind to suffer.

I was talking about the fact that these sudden phenomena are easing, so if you've been eating a lot so far, you should now lower your expectations a bit. You can think that this kind of atmosphere was created. Also, Bitcoin has been dropping a lot recently. So, Hwang-guk mentioned breaking the 120-day moving average recently and said he would sell all. What are you going to do about it? So, if I introduce that part a bit, I don't consider Bitcoin as an asset that can be bought and sold. I think Bitcoin, you know, is not an asset that can be bought and sold. I think that no one has an accurate explanation for why it goes up or down, so many people try to explain why it goes up or down, but I think there is no accurate explanation. That's why I think using any chart or tool is completely wrong. I still think that there is no standardized investment tool, so what to do with this asset.

I cannot set up strategies like buy at 8 and sell at 4 and I have realized that I do not have the ability to do so. Maybe I will be able to do that later, but I don't think so now. Therefore, in my opinion, Bitcoin is an asset that I continue to accumulate for 3 to 5 years, but I would like to say it is not. Let me show you a few diagrams and explain. First of all, the yen is showing a significant weakness right now. When am I talking about? I'm talking about the 1900s. It is showing weakness up to the level of the 1990s. Why is that? If you look at the reason, there is only one. The U.S. interest rates are too high, and Japan's interest rates are too low. That's it. That's the end. So, who would want to buy yen? They would rather buy dollars. The article I want to introduce today is about this content. If you look closely at this content, in the case of Japanese insurance companies, they invest overseas.

The assets they have put down amount to about 2 trillion dollars. They have invested that 2 trillion dollars overseas. But if it's 2 trillion dollars, then in our currency, it's about 2.6 trillion won. They have invested such a huge amount of money overseas. Just imagine if you have like 100 billion or 200 billion invested in U.S. stocks. But if the stock prices fluctuate due to exchange rate movements, how difficult would it be to sleep at night? So, what these people are thinking is, insurance companies should think about trading derivative products to ensure stable assets regardless of how the yen is moving. Therefore, if the yen strengthens, we shouldn't incur losses. So, there was demand to try to prevent that. Would you like to see this graph? In 2020,

About 60% of the demand that was thought not to be influenced by yen strength is rapidly decreasing. However, during this rapid decline, the yen also appeared to be weakening at the same rate. I don't know what you're talking about. Please explain it simply. I will explain it very simply. In short, insurance companies in Japan are being cautious. They say there is no such thing as yen strength. When I report to my boss, I ask, Boss, what if the yen strengthens? Then the boss says, Will the yen really strengthen? Don't you have any thoughts yet? It's really frustrating. Don't just waste money like this. This atmosphere is being created, and it is said that Japanese insurance companies think so.

It might be difficult to become strong, so then the Japanese yen is likely to weaken. Considering that it has been the weakest since the 1990s, this could lead to some headaches. However, as you may know, there was a large intervention in the Japanese yen in May, as I mentioned earlier. This is something that really shouldn't happen. I introduced it through my column, and roughly about 1 trillion yen was used, which is close to about 80 trillion Korean won, to try to prevent the yen from weakening. It was a clear intervention in the exchange rate. However, some interesting points came out in yesterday's exchange rate report. In fact, the relationship between Japan and the United States is very friendly, so you could say that there is a mood among the Japanese like, Please help us a little.

I think this situation will become difficult. Because the yen has been continuously weakening, from the perspective of the Bank of Japan (BOJ), if it continues to weaken, various problems are likely to arise. They must have thought, We can't let this continue to weaken, and as I mentioned earlier, by injecting a huge amount of money equivalent to 80 trillion won, they tried to show their determination. Is it okay? We have spent quite a lot, they said. Yes, they did spend a lot, but they said it was okay. Yesterday, in the United States, they mentioned this. Japan should also be classified as a country under observation for currency manipulation. This is what they said. It seems like Japan is not a currency manipulator, but let's observe them a bit. No, this won't do. Aren't they spending too much? This kind of atmosphere has emerged now, so the question is whether the Bank of Japan will boldly intervene in the exchange rate again this time when the yen weakens, like they did last time.

I think we need to check if it is possible. So, the important thing is actually how the yen is doing. So, if the yen weakens, what happens? It can lead to various issues. Japanese investors may think about bringing back the funds they have invested overseas and sell overseas assets, which could increase the volatility of the financial markets. That was the first concern pointed out in a Bloomberg news yesterday. I need to check this part a bit. Although it's not the mainstream opinion, such discussions are emerging. Japan's yen continues to weaken. So, what problems could arise when Japan's yen weakens? For our country, it's export companies. Japan's yen weakens, so Toyota, which is

We can do well in business, but Korean companies may not be able to do so, so there is talk that only Korea and China can engage in a currency war. A currency war is a scary story, and it's been a long time since we heard about it. It means that each country competitively aims to weaken its own currency. In other words, there is a possibility that this situation may occur again, so you need to keep this in mind. Also, the Korean won is not an exception, so you need to prepare for the possibility of the Korean won weakening. The market adjusted a bit yesterday, and the main reason is that the desire for profit-taking on many good stocks has increased. It is necessary to consider this. If there are people who have made a lot of money recently, they may think, Oh, I've made a lot. Should I take some profits and relax a bit?

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이효석아카데미

인플레이션이 미국 시장에 미치는 영향

미국 시장은 큰 폭으로 성장한 후 조정을 겪으며 공포와 탐욕 지수가 탐욕에서 공포로 바뀌었습니다.

엔비디아와 인공지능 주식에 대한 과도한 투기로 인해 가격이 급등했고, 비트코인의 급격한 하락은 투자자들 사이에서 미래에 대한 불확실성을 불러일으키며 우려를 불러일으켰습니다.

엔화 약세 속에서 비트코인을 장기 자산으로 보유하기

발표자는 비트코인의 단기 트레이딩 전략에 자신이 없으며 장기 자산으로 축적하는 것을 선호합니다.

1900년대 미국의 높은 금리와 일본의 낮은 금리로 인한 엔화 약세로 일본 보험사들이 수조 달러를 해외에 투자하게 된 배경에 대해 설명합니다.

엔화 변동에 신중한 일본 보험사들

일본 보험사들은 엔화 약세로 이어질 수 있는 엔화 강세 가능성에 대해 신중한 태도를 보이고 있습니다.

일본은 지난 5월 엔화 약세를 막기 위해 약 1조 엔을 투입하는 등 엔화에 대한 대대적인 개입이 있었습니다.

일본과 미국의 우호적인 관계로 인해 엔화 변동에 대한 도움을 요청하는 분위기가 조성되었습니다.

엔화 약세가 일본 경제에 미치는 영향

일본은행은 지속적인 엔화 약세에 대응하기 위해 대규모 자금을 투입하면서 환율 조작에 대한 우려가 커지고 있습니다.

엔화가 추가로 약세를 보이면 일본 투자자들이 해외에서 자금을 회수하고 자산을 매도하여 금융시장 변동성이 커질 수 있습니다.

가장 큰 우려는 엔화 약세로 인해 도요타와 같은 일본 수출 기업에 미칠 잠재적 영향입니다.

한국과 중국 간의 잠재적인 환율 전쟁에 대한 추측이 나오고 있으며, 이는 부정적인 결과를 초래할 수 있습니다.

이러한 통화 경쟁으로 원화가 약세를 보일 수 있습니다.

시장은 이미 실적 호전 종목에 대한 차익 실현 욕구가 높아져 조정세를 보이고 있습니다.