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트레이더와 거시 전문가들은 가토 가쓰노부 일본 재무상이 현재 진행 중인 미국과의 관세 협상에서 자국의 막대한 미국 국채 보유를 지렛대로 활용할 수 있다는 미묘한 언급에 주목하고 있다. 무슨 일 있었나: 금요일(2일) 매크로 및 이벤트 중심 트레이더로 유명한 엘리언트 캐피털은 미국과의 무역 협상이 진행 중인 가운데 가토 가쓰노부 장관의 최근 발언에 주목하며 엑스(X)에 글을 올렸다.

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6 Reasons Why Deutsche Bank Believes Stocks Are Likely In For Another Sharp Sell-Off

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독일의 거대 은행인 도이치은행(NYSE:DB)은 전통 금융 기관들의 웹3(Web3)에 대한 관심이 높아지고 있는 가운데, 이더리움(CRYPTO: ETH) 레이어-2 블록체인을 개발 중이라는 보도가 수요일(18일)에 나왔다.

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Shares of financial companies are trading higher, supported by broad market strength, after better-than-expected nonfarm payrolls data eased concerns about an imminent economic slowdown.

<a href="https://www.bloomberg.com/news/articles/2025-06-06/deutsche-bank-is-exploring-stablecoins-and-tokenized-deposits?srnd=homepage-americas" title="https://www.bloomberg.com/news/articles/2025-06-06/deutsche-bank-is-exploring-stablecoins-and-tokenized-deposits?srnd=homepage-americas">https://www.bloomberg.com/news/articles/2025-06-06/deutsche-bank-is-exploring-stablecoins-and-tokenized-deposits?srnd=homepage-americas</a>

'Deutsche Bank Is Exploring Stablecoins and Tokenized Deposits' - Bloomberg News

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Shares of Us-listed European stocks are trading lower after President Trump recommended a 50% straight tariff on the European Union, staring Jun. 1.

President Donald Trump&#8217;s threat to impose a sweeping 50% tariff on all European Union imports starting June 1 sparked a broad selloff across European markets Friday, triggering fears of a transatlantic trade war just as global <a href="https://www.benzinga.com/topic/tariffs">growth faces renewed pressure.</a>
In a post on Truth Social, Trump said the EU&#8217;s "powerful Trade Barriers, VAT Taxes, ridiculous Corporate Penalties, Non-Monetary Trade Barriers, Monetary Manipulations, unfair and unjustified lawsuits against American Companies" were to blame for an annual trade deficit exceeding $250 billion, which he called "totally unacceptable."
The proposed tariff would exempt goods manufactured in the United States, potentially creating sharp distortions for EU-based exporters and global supply chains.
<h3 class="wp-block-heading">European Benchmarks Tumble</h3>
The fallout was immediate in markets. The Euro STOXX 50 index – as closely tracked by the iShares MSCI Eurozone ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EZU#NYSE">EZU</a>) – dropped 3%, Italy's FTSE MIB sank 2.9%, France's CAC 40 lost 2.6% and Spain's IBEX 35 fell 2.2%. 
Germany's DAX, as tracked by the iShares MSCI Germany Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EWG#NYSE">EWG</a>), which is home to many export-heavy firms, slid 2.3%.
Financial stocks bore the brunt of the decline, with Deutsche Bank AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DB#NYSE">DB</a>) falling 6.1%, Société Générale SA (OTCPK: SCGLY) down 5.3% and Banco Bilbao Vizcaya Argentaria SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBVA#NYSE">BBVA</a>) sliding 5%.
 Industrial and luxury exporters also came under heavy pressure, including Bayerische Motoren Werke AG (OTCPK: BMWYY), or BMW (−4.5%), UniCredit SpA (OTCPK: UNCRY) (−4.5%) and EssilorLuxottica SA (OTCPK: ESLOY) (−4.2%).
<h3 class="wp-block-heading">Export Exposure To US Trade Is Key</h3>
The tariff threat has placed a spotlight on European companies heavily reliant on U.S. revenues.
In Germany, Adidas AG (OTCPK: ADDYY) derives roughly a third of its revenue from the United States, while SAP SE (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAP#NYSE">SAP</a>) generates about 40% of its turnover from North America. 
Chipmaker Infineon Technologies AG (OTCPK: IFNNY) is also significantly exposed due to its automotive and electronics customers.
French luxury and tech firms are equally at risk. LVMH Moët Hennessy Louis Vuitton SE (OTCPK: LVMUY) earns close to 25% of its revenue in the U.S., while Dassault Systèmes SE (OTCPK: DASTY) has a strong footprint in North American enterprise software. Hermès International SA (OTCPK: HESAY) pulls about 20-25% of its sales from the American market.
Italian brands like Ferrari NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>), with over 30% of sales from the U.S., and EssilorLuxottica SA (OTCPK: ESLOY), which owns Oakley and Ray-Ban, are also vulnerable. 
In the Netherlands, tech heavyweight ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) earns about 20-25% of revenue from the U.S., and Koninklijke Philips NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PHG#NYSE">PHG</a>) maintains a major healthcare business across North America.
<h3 class="wp-block-heading">EU Retaliation Risk Grows For US Stocks</h3>
For U.S. corporations with heavy exposure to Europe—particularly in tech, autos, agriculture and aviation—the economic consequences could be significant if the European Union responds in kind.
The 2018 EU countermeasures to Trump&#8217;s steel tariffs included duties on motorcycles, bourbon and orange juice—strategic hits on U.S. swing-state exports.
EU officials may also revisit tech taxation disputes, where U.S. firms like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) and Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) are already under regulatory scrutiny.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/25/05/45584696/trump-threatens-tim-cook-to-manufacture-iphones-in-the-us-or-face-at-least-25-tariffs">Trump Threatens Tim Cook To Manufacture iPhones In US Or Face &#8216;At Least 25%&#8217; Tariffs: AAPL Stock Slides Over 3% In Premarket </a></li>
</ul>
Photo Courtesy: Joshua Sukoff On Shutterstock.com

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Trump Tariff Threat Hits Europe: Stocks Sink As 50% Duties Loom

<a href="https://www.bloomberg.com/news/articles/2025-05-15/deutsche-bank-says-it-s-applying-for-second-share-buyback">https://www.bloomberg.com/news/articles/2025-05-15/deutsche-bank-says-it-s-applying-for-second-share-buyback</a>

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'Deutsche Bank Says It's Applying for Second Share Buyback'- Bloomberg

On Tuesday, in a post on X, investor and economist Peter Schiff highlighted U.S. 10-Year Treasury yields climbing back to 4.5%, despite the &#8220;trade truce&#8221; with China early this week, while the U.S. dollar &#8220;resumes its broad-based decline.&#8221;
What Happened: &#8220;Despite the trade truce, the world is losing confidence in the dollar and our ability to get our fiscal house in order,&#8221; Schiff said, highlighting structural issues, rather than short-term diplomacy, as driving factors behind recent market behaviors.
Schiff says, &#8220;The consequences of de-dollarization will be profound,&#8221; referring to a potential pivot by foreign central banks and investors away from U.S. debt and currency reserves in recent weeks, leading to high borrowing costs for the U.S. Government. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The yield on 10-year Treasuries is back up to 4.5% as the U.S. dollar resumes its broad-based decline. Despite the trade truce, the world is losing confidence in the dollar and our ability to get our fiscal house in order. The consequences of de-dollarization will be profound.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1922327956925366308?ref_src=twsrc%5Etfw">May 13, 2025</a></blockquote>
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10-Year U.S. Treasury Yield hit its highest level in a month at 4.45% on Tuesday, up from 4.17% at the beginning of this month, and 3.99% at the beginning of April. This comes as markets continue to assess the impact of the trade de-escalation with China this week, according to TradingEconomics.
The U.S. Dollar Index (DXY) is flat during the day, trading at 100.95, up 0.001%, while being up 0.72% for the month. The currency witnessed a pullback following a sharp rally on Monday, mainly owing to the soft inflation data, which hints at a rate cut by the Federal Reserve, according to Reuters. 
See Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45386242/tariffs-paused-but-not-gone-economist-says-inflation-risks-remain">Tariffs Paused, But Not Gone: Economist Says Inflation Risks Remain</a>
Why It Matters: Other analysts and economists have expressed similar concerns. Macro researcher Stephanie Pomboy described Monday's market rally as a &#8220;headline sugar rush&#8221; fueled by tariff optimism, warning that &#8220;the market's partying on tariffs, but the foundation is cracking&#8221; amid <a href="https://www.benzinga.com/25/05/45369770/whos-going-to-buy-2-trillion-worth-of-paper-macro-expert-calls-wall-street-rally-a-headline-sugar-rush-as-treasury-yield-spike-signals-bigger-trouble">rising Treasury yields</a>.
Last week,&nbsp;Michael Hartnett, a Chief Investment Strategist at&nbsp;Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>), warned that 5% Treasury yields could <a href="https://benzinga.com/government/regulations/25/05/45317301/5-treasury-yields-could-force-trump-to-slash-tariffs-in-q2-says-bofas-hartnett?_gl=1&#x2A;tvuwqm&#x2A;_gcl_au&#x2A;OTU0MzA1MzE4LjE3NDcwMTIxNDM.&#x2A;_ga&#x2A;R1MyLjEuczE3NDcxMzY3MTkkbzE2JGcxJHQxNzQ3MTM4MzEzJGowJGwwJGgw&#x2A;_ga_V7ZK73W7N0&#x2A;czE3NDcxODQ5NDAkbzE0JGcxJHQxNzQ3MTg1Mjk1JGowJGwwJGgw">compel the U.S. Government</a> to walk on its protectionist trade measures. 
Analysts at Deutsche AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DB#NYSE">DB</a>) early last month referred to the <a href="https://www.benzinga.com/markets/equities/25/04/44756751/full-spectrum-collapse-top-bank-rings-alarm-over-simultaneous-fall-of-us-assets">simultaneous collapse</a> of U.S. equities, the dollar, and Treasury yields as &#8220;uncharted territory,&#8221; which they blamed squarely on markets having &#8220;lost faith in U.S. assets.&#8221;
This comes as the U.S. Treasury Department <a href="https://www.benzinga.com/news/25/05/45204657/us-treasury-ramps-up-borrowing-needs-to-514-billion-marking-a-surprising-320-jump-from-its-previous-forecast">ramps up its borrowing</a>, projecting $514 billion in net marketable debt being issued during the current quarter, which is a staggering 317% over its own forecasts two months earlier, at $123 billion.
Price Action: Photo Courtesy: Jason Raff on Shutterstock.com
Read More: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45394972/sp-500-turns-positive-on-the-year-flashes-quite-rare-and-rather-bullish-signal">S&amp;P 500 Turns Positive On The Year, Flashes &#8216;Quite Rare And Rather Bullish&#8217; Signal</a></li>
</ul>

Peter Schiff Says Trade Truce Aside, The World Is 'Losing Confidence' In Dollar And In US Ability To Put 'Fiscal House In Order'

Economist Peter Schiff is challenging conventional wisdom that China needs the United States more than vice versa, questioning just how essential U.S. consumer demand really is for China&#8217;s manufacturing engine, amid a surge in the global middle-class consumer base.
What Happened: On Sunday, Schiff, a vocal critic of President Donald Trump's tariff policies, pushed back against a growing pro-tariff narrative that claims China has no alternative buyers for its manufactured goods besides American consumers, in a post on X.
&#8220;It's said there's no way China can find buyers for its manufactured goods without U.S. consumers,&#8221; Schiff said. &#8220;But we're only 4% of the world's population.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">It&#39;s said there&#39;s no way China can find buyers for its manufactured goods without U.S. consumers. But we&#39;re only 4% of the world&#39;s population. If the dollar&#39;s exchange rate dropped by 50%, the savings and incomes of the other 96% would double, empowering China&#39;s other customers.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1919074432485556433?ref_src=twsrc%5Etfw">May 4, 2025</a></blockquote>
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Schiff contends that the true constraint on global consumption is the artificially inflated U.S. dollar. He argues that if the dollar were to depreciate by 50% against a basket of global currencies, &#8220;the savings and incomes of the other 96% would double,&#8221; boosting the purchasing power of China's &#8220;other customers.&#8221;
See More: <a href="https://www.benzinga.com/general/education/25/05/45187710/peter-schiff-says-trumps-100-tariff-on-foreign-films-pointless-without-targeting-streamingwarns-netflix-subscribers-would-bear-cost">Peter Schiff Says Trump&#8217;s 100% Tariff On Foreign Films &#8216;Pointless,&#8217; Warns Netflix Subscribers Would Bear Cost</a>
He explains this further by stating that demand in the U.S. is a function of the Dollar&#8217;s exchange rate. &#8220;If the dollar falls relative to other currencies, the purchasing power of Americans is transferred abroad,&#8221; Schiff says. In other words, as the dollar weakens, consumers in other countries gain greater purchasing power.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">But U.S. demand is a function of the dollar&#39;s exchange rate. If the dollar falls relative to other currencies, the purchasing power of Americans is transferred abroad. What Americans can no longer afford is suddenly affordable by more non-U.S. consumers.
&mdash; Peter Schiff (@PeterSchiff) <a href="https://twitter.com/PeterSchiff/status/1919077433090646470?ref_src=twsrc%5Etfw">May 4, 2025</a></blockquote>
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Recently, Tesla Inc. CEO, Elon Musk, said in a post on X that China was already a <a href="https://www.benzinga.com/news/25/04/45124693/elon-musk-reacts-after-ray-dalio-warns-of-us-decline-says-china-has-already-surpassed-america-as-glo">much bigger consumer</a> of manufactured goods than the U.S. He added that &#8220;This year, Chinese consumers will buy more cars than America and Europe combined.&#8221;
This was in response to an article on X by hedge fund manager Ray Dalio, regarding how &#8220;the United States&#8217; role as the world&#8217;s biggest consumer of manufactured goods and greatest producer of debt assets to finance its over-consumption is unsustainable.&#8221;
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Correction: China is a much bigger consumer of manufactured goods than the United States. This year, Chinese consumers will buy more cars than America and Europe combined.
&mdash; gorklon rust (@elonmusk) <a href="https://twitter.com/elonmusk/status/1917039295115989453?ref_src=twsrc%5Etfw">April 29, 2025</a></blockquote>
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Why It Matters: The U.S. Dollar has <a href="https://benzinga.com/government/regulations/25/04/44896834/dollar-hits-3-year-lows-us-stocks-tumble-as-trump-threatens-to-fire-powell-contrarians-of-the-world-unite">been under pressure</a> throughout the past month, slipping to a three-year low mid-April, before recovering some ground over the past week.
Analysts at Deutsche Bank AG have called it a &#8220;simultaneous collapse&#8221; of U.S. assets, with stocks, bonds, and the dollar all <a href="https://www.benzinga.com/markets/equities/25/04/44756751/full-spectrum-collapse-top-bank-rings-alarm-over-simultaneous-fall-of-us-assets">falling in tandem</a>.
Schiff has repeatedly argued that a strong yuan and a weaker U.S. dollar may actually benefit Beijing by boosting domestic consumption, countering the narrative that China would <a href="https://benzinga.com/markets/bonds/25/04/44805832/peter-schiff-counters-claims-china-wont-sell-us-treasuries-fearing-strong-currency-but-a-strong-yuan-might-suit-beijing">avoid dumping U.S. Treasuries</a> to protect its own economy.
He also said, early last month, that China might be selling its U.S. Dollar and Treasury holdings, while stocking up on the <a href="https://www.benzinga.com/25/04/44844540/peter-schiff-china-is-selling-dollars-and-treasuries-to-buy-euros-and-bunds-crashing-the-markets-not-part-of-a-genius-master-plan">Euro and Bunds</a>. &#8220;This will allow the [European Central Bank] to keep interest rates and inflation low and China to sell more goods to the EU,&#8221; according to Schiff.
Read More: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/25/05/45187535/scott-bessent-defends-trumps-economic-agenda-as-engine-designed-to-drive-economic-growth-despite-gdp-contraction-and-falling-approval">Scott Bessent Defends Trump&#8217;s Economic Agenda As &#8216;Engine Designed To Drive Economic Growth,&#8217; Despite GDP Contraction And Falling Approval</a></li>
</ul>
Image Via Shutterstock

TSLA

Peter Schiff Challenges US Dominance After Elon Musk's China Consumption Narrative — A 50% Drop In The Dollar Could Supercharge China's Global Consumer Base

Traders and macro experts are taking note of the Japanese Finance Minister, Katsunobu Katō&#8216;s subtle reference to his country&#8217;s substantial U.S. Treasury holdings as a possible leverage in the ongoing tariff negotiations with Washington.
What Happened: On Friday, Eliant Capital, a popular macro and event-driven trader, posted on X, drawing attention to the latest remarks from Katō, amid trade negotiations with the U.S.
Speaking in a television interview on Friday, Katō said that the purpose of Japan&#8217;s U.S. Treasury holdings, which is currently the largest in the world, at over $1.13 trillion, is to ensure that there is sufficient liquidity for defending the Yen via interventions, when necessary, according to a report by Reuters.
See More: <a href="https://www.benzinga.com/25/05/45159130/general-motors-ceo-mary-barra-says-prices-will-remain-the-same-amid-donald-trumps-tariffs-that-could-cost-company-5-billion-dollars">GM Faces $5 Billion Hit From Trump Tariffs, But Prices To Stay &#8216;About The Same,&#8217; Says CEO Mary Barra: &#8216;We&#8217;re Going To Respond To The Market&#8217;</a>
While there were no outright threats, Kato made a slight reference to the use of treasuries as leverage, saying that &#8220;we need to put all cards on the table in negotiations. It could be among such cards,&#8221; when asked if Japan would be reassuring Washington that it would not be selling its Treasuries.
&#8220;Whether we actually use that card, however, is a different question,&#8221; Kato added, a notable shift from remarks he made just weeks earlier, when he explicitly ruled out using U.S. Treasury holdings in trade negotiations.
In the post, Eliant calls this a dangerous statement, which shows that &#8220;the U.S. doesn&#8217;t hold the cards here,&#8221; before illustrating that if Japan does press its advantage, the negotiations could tilt in its favor.
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<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Japan's Finance Minister Kato says the country's massive U.S. Treasury holdings are on the table as leverage in trade negotiations, but adds that whether they'll actually play that card is a separate decision. Quite the statement from Japan &amp; a dangerous one at that &amp; more so… <a href="https://t.co/tUf5XsxveA">https://t.co/tUf5XsxveA</a>
&mdash; Eliant Capital (@eliant_capital) <a href="https://twitter.com/eliant_capital/status/1918069744747360615?ref_src=twsrc%5Etfw">May 1, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
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Why It Matters: U.S. Treasuries have been under pressure throughout the past month, with yields continuing to rise amid a falling equity market, which Deutsche Bank AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DB#NYSE">DB</a>) analysts referred to as a <a href="https://www.benzinga.com/markets/equities/25/04/44756751/full-spectrum-collapse-top-bank-rings-alarm-over-simultaneous-fall-of-us-assets">full-spectrum collapse</a>. 
While President Donald Trump has denied that <a href="https://benzinga.com/markets/bonds/25/04/45063720/trump-says-bond-market-was-getting-the-yips-but-i-wasnt-amid-tariff-pause-as-10-year-yield-swung-from-359-to-481">bond market turbulence</a> influenced his decision to press pause on the tariffs, analysts and experts maintain that so-called &#8220;bond vigilantes,&#8221; or investors who sell bonds in response to unsound fiscal or monetary policy, likely played a key role in pressuring the administration to back down.
Read More: 
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<li><a href="https://www.benzinga.com/25/05/45159157/mcdonalds-ceo-the-us-economy-is-dividedlow-income-traffic-down-10-while-rich-diners-continue-to-spend">McDonald&#8217;s CEO: &#8216;The US Economy Is Divided&#8217; As Wealthy Customers Keep Coming While Regular Families Cut Back</a></li>
</ul>
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