救世主はインドか？トランプ関税は景気後退をもたらすほどのものなのか、'関税'について考える_2025/3/29夜の相場雑感

株式市場を冷え込ませ、ゴールドバブルを形成させるトランプ関税。しかし、トランプ関税は本当に景気後退を引き起こすほどのイベントなのか。消費機会と消費原資を損なうレベルなのかを考える。あくまでも選択の話。足元のインフレ解決のためのロシア停戦が100倍重要？下げ渋るインド株は新たな救世主？ ___ The Trump tariffs are cooling the stock market and fueling a gold bubble. But are the Trump tariffs truly events significant enough to cause a recession? Do they actually diminish consumption opportunities and resources on a meaningful level? It’s ultimately a matter of choices. Could a resolution to the current inflation issues through a Russia ceasefire be 100 times more critical? And could the resilient Indian stock market emerge as the new savior?