Solver Capital
@solvercapital.bsky.social
Worlds Economics, 世界の経済とマーケット情報
【Note: https://note.com/solvercapital】 Follow for market tips & opportunities.
【Note: https://note.com/solvercapital】 Follow for market tips & opportunities.
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Solver Capital
@solvercapital.bsky.social
· Aug 14
2000億ドル市場の進化をリードするベトナム：成長機会を掴む｜Solver Capital
イントロダクション ベトナムは、新興市場への格上げが目前に迫っている状況にある。現在はフロンティア市場に分類されているが、2018年から世界的な指数プロバイダーFTSEラッセルのウォッチリストに登録されている。格上げが実現すれば、ベトナムの金融市場に新たな資金が流入し、さらなる成長が期待される。 背景と状況 市場格上げへの道 ベトナム政府は市場改革を推進し、外国投資家との対話も積極的に進め...
note.com
2000億ドル市場の進化をリードするベトナム：成長機会を掴む
note.com/solvercapita...
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#トランプ 大統領は #中国 との首脳会談で #フェンタニル 原料への関税を20％から10％に削減し、同時に #レアアース 貿易協定を1年契約で成立と発表。 #米中 貿易摩擦の緩和を演出。
www.cnbc.com/2025/10/30/t...
www.cnbc.com/2025/10/30/t...
Trump cuts fentanyl tariffs on China to 10%, says U.S. reached rare earths deal with Beijing
Trump said he will be going to China in April, followed by a trip by Xi to the U.S. without specifying a timeline.
www.cnbc.com
October 30, 2025 at 5:58 AM
#トランプ 大統領は #東京 で開催の #日米 会談に臨み、5500億ドル規模の日本投資誓約を受けると同時に、 #米中 間の貿易・安全保障交渉を控えて安保協力を強化。 #北京 との首脳会談に向けた布石と位置付け。
www.reuters.com/world/china/...
www.reuters.com/world/china/...
Trump heads to Tokyo for trade, security talks before Xi summit
U.S. President Donald Trump departed for Tokyo on Monday, where he was scheduled to meet Japan's emperor and newly elected Prime Minister Sanae Takaichi as part of an Asia trip aimed at securing trade deals, investment and increased defence spending.
www.reuters.com
October 27, 2025 at 8:40 PM
#トランプ 大統領は #ASEAN 首脳会議 で #タイ と #カンボジア の停戦合意を支援。 #米国 は #マレーシア や #タイ と #重要鉱物 貿易協定を発表し、 #地域安定 を強調。
www.cnbc.com/2025/10/26/t...
www.cnbc.com/2025/10/26/t...
Trump oversees truce signing and trade deal flurry on first Asian stop
The United States signed a flurry of deals on trade and critical minerals with four Southeast Asian partners on Sunday.
www.cnbc.com
October 26, 2025 at 3:38 PM
#トランプ 政権は #ロシア の #ロスネフチ と #ルクオイル に追加 #制裁 を発動。 #ウクライナ 戦争の和平進展欠如を理由とし、資金源を断つ狙い。発表後 #原油価格 は約3％上昇し、 #ブレント は64ドル台に。
www.cnbc.com/2025/10/22/t...
www.cnbc.com/2025/10/22/t...
Oil jumps 3% after Trump administration sanctions big Russian oil companies
The new sanctions are related to plans for a meeting between President Donald Trump and Russian leader Vladimir Putin being dropped.
www.cnbc.com
October 23, 2025 at 4:34 AM
#韓国銀行（ #BOK ）は #政策金利 を2.5％に据え置き。 #家計債務 を主要リスクとし、 #不動産規制 の強化を背景に緩和停止を延長。 #半導体 輸出好調で #景気 は回復傾向だが、 #米国 関税の影響を警戒。
www.cnbc.com/2025/10/23/b...
www.cnbc.com/2025/10/23/b...
Bank of Korea holds rate at 2.5% as tighter property rules kick in
South Korea's central bank kept its benchmark interest rate unchanged at 2.5% for the fourth consecutive meeting.
www.cnbc.com
October 23, 2025 at 4:31 AM
#FRB は #ウォール街 の大手銀行に対する #資本要件 を大幅に緩和する #修正案 を策定中。従来の19％増案を下回り、引き上げ幅は3～7％程度の見通し。 #バーゼルIII 最終化案の米国版に反対してきた銀行に追い風。
www.bloomberg.co.jp/news/article...
www.bloomberg.co.jp/news/article...
FRB、米大手行の資本引き上げ要件を大幅に緩和する計画提示－関係者
米連邦準備制度理事会（FRB）は、ウォール街の大手銀行に課す資本要件を大幅に緩和する修正案をまとめており、その概要を他の米金融監督当局に示した。事情に詳しい複数の関係者が明らかにした。
www.bloomberg.co.jp
October 22, 2025 at 7:00 PM
#高市早苗 氏が #日本 初の #女性首相 に就任。 #自民党 の新党首として #議会 投票で圧勝し、 #アベノミクス 路線を継承。 #トランプ 大統領との会談や #対中関係 など外交課題に直面。 #物価高 と #国民不満 の克服が焦点。
www.bbc.com/news/article...
www.bbc.com/news/article...
Sanae Takaichi makes history as Japan's first female prime minister
A staunch conservative, she takes over as Japan grapples with rising cost-of-living and mounting debt.
www.bbc.com
October 21, 2025 at 9:03 AM
#FRB の #パウエル 議長は #バランスシート 縮小（ #QT ）を数カ月以内に #停止 する可能性を示唆。 #労働市場 の悪化を認め、 #利下げ 期待を後押し。 #金融政策 は慎重姿勢を維持。
www.bloomberg.co.jp/news/article...
www.bloomberg.co.jp/news/article...
パウエルFRB議長、数カ月以内にバランスシート縮小停止の可能性
米連邦準備制度理事会（FRB）のパウエル議長は、FRBが数カ月以内にバランスシートの縮小を停止する可能性があると示唆した。
www.bloomberg.co.jp
October 14, 2025 at 6:57 PM
#中国 商務省は #米国 の #通商法301条 調査に対抗し、韓国の #ハンファオーシャン 系米企業5社に #制裁 を発表。個人・法人との取引を禁止。 #米中対立 が #海運業界 に波及。
www.bloomberg.co.jp/news/article...
www.bloomberg.co.jp/news/article...
中国、米国の301条調査に対抗措置－韓国造船大手の米子会社に制裁
中国は14日、韓国造船大手の米子会社への制裁を発表した。米国による中国海運・造船業界の調査への対抗措置だとしており、同日から実施する。
www.bloomberg.co.jp
October 14, 2025 at 9:57 AM
#中国 商務省は #米国 の #通商法301条 調査に対抗し、韓国の #ハンファオーシャン 系米企業5社に #制裁 を発表。個人・法人との取引を禁止。 #米中対立 が #海運業界 に波及。
www.bloomberg.co.jp/news/article...
www.bloomberg.co.jp/news/article...
#イスラエル は #ガザ 地区での #停戦 発効を発表し、部隊の一部を撤退。#ハマス が拘束する #人質 解放に向けた72時間の猶予期間が始まり、 #パレスチナ 人囚人2000人も釈放へ。
www.cnn.co.jp/world/352391...
www.cnn.co.jp/world/352391...
イスラエル、停戦発効を発表 ガザの一部から部隊撤退
イスラエル軍は１０日、パレスチナ自治区ガザ地区での停戦が発効したと発表した。政府が前夜承認した和平案に基づき、部隊は合意したラインまでの撤退を実施している。
www.cnn.co.jp
October 11, 2025 at 7:57 AM
#BTC が最高値更新後わずか数日で #急落 。 #トランプ 大統領の対中 #関税 と #ソフトウエア輸出規制 発表を受け、 #暗号資産 市場で史上最大規模の #ロスカット （約190億ドル）が発生。 #市場変動率 が急拡大。
www.bloomberg.co.jp/news/article...
www.bloomberg.co.jp/news/article...
暗号資産市場で過去最大の強制清算、トランプ氏の対中追加関税表明で
ビットコインが最高値を更新してからわずか数日後、暗号資産（仮想通貨）市場で過去最大規模のロスカット（強制清算）が発生した。トランプ米大統領の対中追加関税とソフトウエア輸出規制の発表をきっかけに市場のボラティリティー（変動率）が急拡大した。
www.bloomberg.co.jp
October 11, 2025 at 7:56 AM
#BTC が最高値更新後わずか数日で #急落 。 #トランプ 大統領の対中 #関税 と #ソフトウエア輸出規制 発表を受け、 #暗号資産 市場で史上最大規模の #ロスカット （約190億ドル）が発生。 #市場変動率 が急拡大。
www.bloomberg.co.jp/news/article...
www.bloomberg.co.jp/news/article...
Reposted by Solver Capital
Why don’t humanitarian aid groups call it a genocide? Activists, academics, & consultants say humanitarian aid & global development groups want to appear neutral, but many are funded by governments that do not recognize Palestine as a state, @nicolefroio.bsky.social reports.
Why don’t humanitarian aid groups call it a genocide?
Humanitarian aid and global development groups want to appear neutral, experts say, but many are funded by governments that do not recognize Palestine as a state
prismreports.org
October 2, 2025 at 10:57 PM
Why don’t humanitarian aid groups call it a genocide? Activists, academics, & consultants say humanitarian aid & global development groups want to appear neutral, but many are funded by governments that do not recognize Palestine as a state, @nicolefroio.bsky.social reports.
Reposted by Solver Capital
India is seeking to secure its first long-term supplies of liquefied petroleum gas from the US.
India Looks for First US LPG Cargoes as Trade War Diverts Flows
India is seeking to secure its first long-term supplies of liquefied petroleum gas from the US, as Washington’s trade war disrupts flows of the cooking fuel and plastics precursor.
bloom.bg
October 3, 2025 at 7:30 AM
India is seeking to secure its first long-term supplies of liquefied petroleum gas from the US.
Reposted by Solver Capital
PGA of America president Don Rea Jr., who initially compared vitriolic comments at the Ryder Cup with what could be heard at a youth soccer game, finally apologized in an email to the 30,000-plus golf professionals he was elected to serve.
PGA of America president Don Rea finally apologizes for fan behavior at Ryder Cup | CNN
PGA of America president Don Rea Jr., who initially compared vitriolic comments at the Ryder Cup with what could be heard at a youth soccer game, finally apologized Thursday in an email to the 30,000-...
www.cnn.com
October 3, 2025 at 5:00 AM
PGA of America president Don Rea Jr., who initially compared vitriolic comments at the Ryder Cup with what could be heard at a youth soccer game, finally apologized in an email to the 30,000-plus golf professionals he was elected to serve.
Reposted by Solver Capital
A high-stakes rivalry is playing out over a vast but vulnerable web of underwater cables that carry nearly all global internet traffic.
Read more ⤵️
Read more ⤵️
Two Cables and the Hidden Subsea Battle Between US and China
A high-stakes rivalry is playing out over a vast but vulnerable web of underwater cables that carry nearly all global internet traffic.
bloom.bg
October 3, 2025 at 5:45 AM
A high-stakes rivalry is playing out over a vast but vulnerable web of underwater cables that carry nearly all global internet traffic.
Read more ⤵️
Read more ⤵️
Reposted by Solver Capital
Anthony Fredericks writes, "I’ve discovered that the key to excellent memory is to be intentional and proactive with cognitive-boosting activities every day."
I'm 78-years-old and my memory is 'razor sharp'—I do 5 things every day for a healthy brain
"The key to an excellent memory is to take intentional actions to improve your cognitive abilities every day," writes Anthony Fredericks, a 78-year-old retiree who has excellent brain health.
cnb.cx
October 3, 2025 at 6:00 AM
Anthony Fredericks writes, "I’ve discovered that the key to excellent memory is to be intentional and proactive with cognitive-boosting activities every day."
Reposted by Solver Capital
FEMA has halted the release of hundreds of millions of dollars in emergency preparedness grants, requiring states to prove their population counts before they can access the money, the agency told CNN.
In unusual move, FEMA halts preparedness grant money, orders states to recount their populations excluding deported migrants | CNN Politics
The Federal Emergency Management Agency has halted the release of hundreds of millions of dollars in emergency preparedness grants, requiring states to prove their population counts before they can ac...
www.cnn.com
October 3, 2025 at 6:01 AM
FEMA has halted the release of hundreds of millions of dollars in emergency preparedness grants, requiring states to prove their population counts before they can access the money, the agency told CNN.
Reposted by Solver Capital
Buffett has said his Berkshire Hathaway would not take complete control of the oil firm.
Berkshire Hathaway Buys Occidental’s OxyChem For $9.7 Billion—Buffett’s Largest Deal In Years
Buffett has said his Berkshire Hathaway would not take complete control of the oil firm.
www.forbes.com
October 2, 2025 at 1:10 PM
Buffett has said his Berkshire Hathaway would not take complete control of the oil firm.
Reposted by Solver Capital
JSC "Slavneft-YANOS", something burning russia?
October 2, 2025 at 5:55 PM
JSC "Slavneft-YANOS", something burning russia?
Reposted by Solver Capital
Finland lacks jurisdiction in Baltic Sea cable breach case, court says reut.rs/3KyhlQv
Finland lacks jurisdiction in Baltic Sea cable breach case, court says
A Finnish district court ruled on Friday that Finland does not have jurisdiction to prosecute the captain and two officers of the Eagle S oil tanker, who were accused of breaking undersea power and internet cables in the Baltic Sea.
reut.rs
October 3, 2025 at 6:45 AM
Finland lacks jurisdiction in Baltic Sea cable breach case, court says reut.rs/3KyhlQv
Reposted by Solver Capital
China’s latest foray into the Northern Sea Route has led some of the world’s largest container carriers to reiterate that the Arctic for them is still not safe, environmentally friendly or commercially viable
China Eyes Arctic Shortcut as Top Container Lines Stay Away
China’s latest foray into the Northern Sea Route — using the channel between Russia and the North Pole to ship goods — has led some of the world’s largest container carriers to reiterate that the Arctic for them is still not safe, environmentally friendly or commercially viable.
bloom.bg
October 3, 2025 at 7:00 AM
China’s latest foray into the Northern Sea Route has led some of the world’s largest container carriers to reiterate that the Arctic for them is still not safe, environmentally friendly or commercially viable
#タイバーツ（#THB ）は #金価格 と強い連動性を示し、 #米トランプ政権 の #関税 政策や #金投資 の上昇が #通貨高 の支えに。30日相関度は0.88に達し、近年で最も高水準に。
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Why the Thai Baht Is Defying Economic Gravity
On its current trajectory, the Thai baht is expected to record its biggest annual gain in six years against the US dollar, creating a headache for newly appointed Prime Minister Anutin Charnvirakul’s ...
www.bloomberg.com
October 3, 2025 at 7:24 AM
#タイバーツ（#THB ）は #金価格 と強い連動性を示し、 #米トランプ政権 の #関税 政策や #金投資 の上昇が #通貨高 の支えに。30日相関度は0.88に達し、近年で最も高水準に。
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
#米国 の #製油所火災 を受けて #原油 価格は約1％上昇し、4営業日連続の #下落 が停止する見込み。 #WTI と #ブレント は週末にかけ #反発基調。
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Oil on track for steepest weekly plunge in 3-1/2 months
Oil prices rose slightly on Friday after four straight sessions of declines but were on track for their steepest weekly decline since late June due to market expectations that the OPEC+ group could hike output further despite oversupply concerns.
www.reuters.com
October 3, 2025 at 7:18 AM
#紅海 の混乱と #シャドーフリート 拡大で #燃料油 需要が予測に反し増加。 #IEA は海運向け需要が高止まりと分析、 #石油市場 の供給逼迫懸念が強まる。
www.reuters.com/business/ene...
www.reuters.com/business/ene...
Fuel oil demand defies forecasts due to Red Sea disruptions and shadow fleet expansion
Efforts to curb use are more than offset by an expanding shadow fleet of oil tankers serving Russia and others.
www.reuters.com
October 3, 2025 at 7:11 AM