Masaki Kondo

Toronto

Writer at Bloomberg News

Journalist at Freelance

emerging writer/curator | PhD candidate in Cinema & Media Studies @YorkuAMPD | #movingimage | #publicart | #temporality

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Articles

Desplome del dólar profundiza el dolor de los inversores en la bolsa de EE.UU.

2 weeks ago | bloomberg.com | Alice Gledhill |Julien Ponthus |Masaki Kondo

Have a confidential tip for our reporters? Before it’s here, it’s on the
Unhedged and Burned, Stock Investors Brace for More Dollar Pain

2 weeks ago | southfloridareporter.com | Alice Gledhill |Julien Ponthus |Masaki Kondo

For years, it was the money-minting trade for the investor set in London and Paris and Tokyo: Buy dollars and plow the proceeds into S&P 500 and Nasdaq stocks. Not only were US equity returns far superior to those generated at home, but they were magnified by the steady rise in the value of the dollar. So when both parts of the trade suddenly blew up after President Donald Trump launched his global trade war, the pain mounted quickly.
Thai Bonds See Rush of Inflows on Rate-Cut Bets, Gold Prices

2 weeks ago | bloomberg.com | Catherine Bosley |Masaki Kondo |Anuchit Nguyen

(Bloomberg) -- Thailand’s bond market is on course for its best monthly inflows in more than three years, helped by interest-rate-cut bets and a stronger baht due to surging gold prices. Global funds have poured about $2 billion into the local debt so far this month, the highest since February 2022, according to data from the Thai Bond Market Association. In contrast, Indian and Indonesian debt saw outflows during the period.
Foreign Investors Face Bigger S&P 500, Nasdaq Losses as Dollar Slides

2 weeks ago | bloomberg.com | Alice Gledhill |Julien Ponthus |Masaki Kondo

For years, it was the money-minting trade for the investor set in London and Paris and Tokyo: Buy dollars and plow the proceeds into S&P 500 and Nasdaq stocks. Not only were US equity returns far superior to those generated at home, but they were magnified by the steady rise in the value of the dollar. So when both parts of the trade suddenly blew up after President Donald Trump launched his global trade war , the pain mounted quickly.
日本股債吸引創紀錄海外資金流入再添全球資金撤離美國的跡象

3 weeks ago | hk.news.yahoo.com | Masaki Kondo

Masaki Kondo 2025年4月24日上午1:13 【彭博】-- 日本債券和股票吸引的海外資金流入總額勢將創單月最高紀錄，進一步表明全球資金正在尋找美國資產的替代品。據日本財務省周四公佈的每周初步數據，海外投資者4月以來已淨買入9.64萬億日圓（675億美元）的日本債券和股票。根據可追溯至1996年的數據，這一規模已經是有記錄以來的最高水平。隨著關稅上升引發對潛在滯脹的擔憂，最新的資金流入數據支持了全球資金正在從美國市場撤出的猜測。而且在美國總統唐納德·川普要求聯儲會主席傑羅姆·鮑威爾降息之後，中央銀行的獨立性也出現不確定性。「可以想象海外投資者將日本金融資產視為安全資產，因此擴大了持倉，」瑞穗證券駐東京首席策略師Shoki Omori表示。「日圓仍然相對疲軟，可能導致人們認為日本金融資產被低估了。」大約三分之二的流入資金湧向了債券，購買規模創下歷史高位。對本地股票的買入規模也觸及兩年高位。 Omori表示，由於川普最近的言論較為溫和，本周資金流入可能有所停頓。原文標題Japanese Assets Draw Record Inflows in Sign...
Japanese Assets Draw Record Inflows in Sign Funds Are Leaving US

3 weeks ago | bloomberg.com | Masaki Kondo

(Bloomberg) -- Japanese bonds and stocks are set to draw the biggest combined monthly foreign inflows on record, adding to signs global funds are seeking alternatives to US assets. Overseas investors have bought a net ¥9.64 trillion ($67.5 billion) of the Asian nation’s debt and equities so far in April, according to preliminary weekly figures released by the Ministry of Finance on Thursday.
Traders view Treasury auctions as litmus test for foreign buyers

3 weeks ago | asreport.americanbanker.com | Ruth Carson |Masaki Kondo |Michael Mackenzie

(Bloomberg) -- Investors keen for early insight into whether China and other foreign governments remain eager to keep buying US Treasuries are turning to this week's slew of bond auctions. In addition to bills, the US Treasury is selling $183 billion in two-, five- and seven-year notes — the first sales for some tenors popular with overseas buyers since President Donald Trump announced reciprocal tariffs that upended global trade earlier this month.
El dólar se recupera después de que Trump moderara sus declaraciones sobre Powell

3 weeks ago | bloomberglinea.com | Masaki Kondo |Ruth Carson

Bloomberg — El dólar avanzó frente a sus principales pares después de que el presidente estadounidense, Donald Trump, dijera que no tenía intención de despedir al presidente de la Reserva Federal, Jerome Powell. Ver más: Trump dice que no tiene intención de despedir al presidente de la Fed, Jerome PowellEl billete verde fue el que más subió frente al yen y el franco suizo, ya que la subida de los futuros de las acciones estadounidenses frenó la demanda de activos refugio.
Treasuries Face a Litmus Test After Doubts Over Foreign Demand

3 weeks ago | news.bloomberglaw.com | Ruth Carson |Masaki Kondo |Michael Mackenzie

Investors keen for early insight into whether China and other foreign governments remain eager to keep buying US Treasuries are turning to this week’s slew of bond auctions. In addition to bills, the US Treasury is selling $183 billion in two-, five- and seven-year notes — the first sales for some tenors popular with overseas buyers since President Donald Trump announced reciprocal tariffs that upended global trade earlier this month.
Traders View Treasury Auctions as Litmus Test for Foreign Buyers

3 weeks ago | bloomberg.com | Ruth Carson |Masaki Kondo |Michael Mackenzie

(Bloomberg) -- Investors keen for early insight into whether China and other foreign governments remain eager to keep buying US Treasuries are turning to this week’s slew of bond auctions. In addition to bills, the US Treasury is selling $183 billion in two-, five- and seven-year notes — the first sales for some tenors popular with overseas buyers since President Donald Trump announced reciprocal tariffs that upended global trade earlier this month.