日本10年間の国債オークション

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スイスインフレ率前月比

ユーロ圏ECBグインドス氏の講演

Equities in Hong Kong tumbled 268 points, or 1.2%, to 22,933 on Thursday, extending losses from the previous session after U.S. President Donald Trump announced steeper-than-expected tariffs. The move fueled a global trade dispute, driving investors away from risk assets and pushing the Hang Seng to a one-month low amid broad-sector declines. Tech stocks led the decline, retreating 1.7%, as manufacturing hubs in China and Taiwan faced new tariffs exceeding 30%, bringing total levies on Chinese imports to 54%. Meanwhile, U.S. futures slumped sharply on fears that an escalating trade war could further weaken the already struggling U.S. economy. Traders now await Beijing’s response to Trump’s latest tariff measures. Citigroup warned that the increased tariffs could cut China’s economic growth by 2.4 percentage points and shrink export growth by 15.4 percentage points, adding to concerns over the country’s economic outlook and its impact on global markets.

Hang Seng Under Pressure as Trump’s Tariffs Escalate Trade Tensions

The S&P Global Hong Kong SAR PMI fell to 48.3 in March 2025 from 49.0 in February, marking the second straight month of contraction and the lowest since June 2024. New orders saw their sharpest decline in nine months, driven by weak domestic and external demand, especially from mainland China, with manufacturing seeing the steepest drops in orders and output. Meanwhile, employment levels fell for the third time in four months, as firms responded to rising competition and policy uncertainty by cutting staff. Purchasing activity also weakened, leading to the fastest depletion of input stocks since August 2023. On the cost front, input prices rose at the fastest pace since October 2024, driven mainly by wage inflation, though overall price pressures showed signs of easing. However, selling prices remained subdued amid weak demand. Looking ahead, business sentiment deteriorated to a one-and-a-half-year low, as firms cited concerns over competition, inflation, and policy uncertainty.

Hong Kong Private Sector PMI Hits 9-Month Low

Japan’s 10-year government bond yield dropped nearly 10 basis points to around 1.39% on Thursday as investors rushed for safer assets after US President Donald Trump unveiled sweeping reciprocal tariffs, escalating the global trade war that could thwart economic growth. Trump imposed an additional 34% tariff on China, bringing total levies on the country to 54%. Other major economies facing steep tariffs include the EU (20%), Japan (24%), and India (26%), along with a 10% baseline tariff on all imports. Earlier this week, Bank of Japan Governor Kazuo Ueda cautioned that the new US tariffs could significantly impact global trade and economic stability. While the BOJ is expected to raise interest rates further later this year, ongoing concerns over trade tensions and domestic economic uncertainty continue to weigh on the outlook.

Japan 10-Year Yield Drops Amid Haven Demand

The euro jumped to $1.09 on Thursday even as U.S. President Donald Trump imposed 20% tariffs on all imports from the European Union. The currency also benefitted from a weaker U.S. dollar as the tariff move marked a significant escalation in the global trade conflict and raised concerns over economic growth. Meanwhile, recent economic data showed that Eurozone inflation rate eased to 2.2% in March, the lowest level since November 2024. Core inflation dropped more than expected to 2.4%, marking its lowest reading since January 2022. With inflationary pressures cooling and global trade tensions escalating, market expectations strengthened that the European Central Bank could lower interest rates by 65bps this year.

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