ジャクソンホールでのパウエルFRB議長のハト派的発言への期待と、それを見極めたいモードで進行してた先週のマーケットは、結局・・・

議長の追加利下げ示唆（俄然来月の利下げ観測浮上）とほぼ時を同じくして、『中国 米からの5000品目余りの輸入品に最大10％の関税上乗せへ』vs『トランプ大統領 関税さらに引き上げ 報復関税に対抗』（NHK）

パウエル発言をトランプ・ツイッター（中国批判と中国への対抗措置*）がぶち壊し、13日の「米通商代表部（USTR）、9月1日に発動予定の「第4弾」を一部12月15日に延期」の大ブレに負けず劣らずの逆ブレ大相場（円全面高・株安）を演じた23日のNY市場！

・・・ 米中の制裁関税の応酬、英EU離脱問題、イタリア政局、香港デモ、中国経済の減速などなど不安材料には事欠かせないなか、欧米金利低下・株価下落でドル円・クロス円は下値ブレイク・トライ再来か!?　っていうピクチャーを浮かび上がらせた、先週・1週間のマーケットPlayBack！

* who is our bigger enemy, Jay Powell or Chairman Xi?
* Trillions of Dollars with China over many years. They have stolen our Intellectual Property at a rate of Hundreds of Billions of Dollars a year, & they want to continue. I won’t let that happen! We don’t need China and, frankly, would be far better off without them.
* I will be responding to China’s Tariffs this afternoon. This is a GREAT opportunity for the United States. Also, I am ordering all carriers, including Fed Ex, Amazon, UPS and the Post Office, to SEARCH FOR & REFUSE, all deliveries of Fentanyl from China (or anywhere else!). Fentanyl kills 100,000 Americans a year. President Xi said this would stop – it didn’t.
* China should not have put new Tariffs on 75 BILLION DOLLARS of United States product (politically motivated!). Starting on October 1st, the 250 BILLION DOLLARS of goods and products from China, currently being taxed at 25%, will be taxed at 30% Additionally, the remaining 300 BILLION DOLLARS of goods and products from China, that was being taxed from September 1st at 10%, will now be taxed at 15%.