10月 ISM製造景況指数 要人発言

2022-1003-相場観察-政府、最高所得税率の引き下げ案を撤回-財務相が声明発表-2300-ISM製造景況‐仮説勝ちシナリオ1

23:00 米国 9月ISM製造業景況指数 ★★★ 52.2 50.9

仮説としては材料が悪く下がったわけだから、144.79の昨日高値でSR転換と想定しショート(条件の重畳適用)、もしくはフィボ61.8%でショート。材料悪化で二つの条件が重畳適用され、144.5のキリ番で利食い。これが仮説として成り立つ。23:25のキリ番で一瞬のLONGでも勝っていた。

https://www.bloomberg.co.jp/news/articles/2022-10-03/RJ5ZG0DWRGG001?srnd=cojp-v2

2022年10月2日 17:07 GMT+9Updated on2022年10月2日 19:19 GMT+ 昨日撤回していた。

Gabriela Mello2022年10月3日 15:39 JST

英政府、最高所得税率の引き下げ案を撤回-財務相が声明発表

Kitty Donaldson2022年10月3日 1:24 JST 更新日時 2022年10月3日 15:56 JST

  • クワーテング財務相が自身のツイッターアカウントで声明を発表した
  • 2日開幕した保守党大会では議員らの政府案への反発が広がっていた
トラス英首相
トラス英首相 Photographer: Aaron Chown/PA Images

トラス英政権は3日、所得税の最高税率を45%から40%に引き下げる案を撤回すると明らかにした。クワーテング財務相が自身のツイッターアカウントを通じて声明を発表した。

  最高所得税率引き下げはクワーテング財務相が9月23日に示した補正予算案に盛り込まれていた。今回の方針転換は、発足してわずか1カ月の新政権にとって大きな痛手を伴う失点となる。

  首相は2日のBBCとのインタビューで、国内で物議を醸す最高税率引き下げについて、クワーテング財務相による決定だと発言し、市場が混乱する中でも政府の方針を貫く考えを示していた。

  トラス氏は、与党保守党大会の開催中に政策の責任を財務相に負わせるという異例の対応を取った。挑戦的姿勢は、首相のリーダーシップだけでなく、財務相と共に推進する経済対策への与党内の怒りをさらにあおり、週明け3日の取引再開後に市場を再び動揺させる恐れがあった。

英国が25.5兆円経済対策、1972年以来の大型減税-通貨と国債急落 (2)

  事情に詳しい関係者によると、クワーテング財務相は与党議員による造反回避のため、最近数日のうちに25人前後の下院議員と話し、経済が直面する問題解決に減税案が役立つと説得に動いたという。

Opening Day Of The Conservative Party Autumn Conference
クワーテング財務相(バーミンガム、10月2日)Photographer:Hollie Adams/Bloomberg

  ゴーブ下院議員は、高額所得層が恩恵を受ける案を議会の採決で支持しないと立場を明確にしており、他の多くの保守党議員も最大野党・労働党に付け入る隙を与えると批判していた。

  光熱費高騰に苦しむ家計や企業への支援で政府債務の水準が既に上昇している時期に大型減税を借り入れで賄うことに加え、最高所得税率引き下げが生計費危機の下で低所得層より高額所得者を優遇する印象を与えることが、与党内で反対を招く大きな理由だ。

  保守党は、世論調査の支持率で労働党に大きくリードを許している。大型減税を柱とする与党の補正予算案を巡る混乱を受け、総選挙の早期実施を求める議会への請願書に40万人分を超える署名が集まった。

トラス首相は辞任すべきだ、英国民の過半数が望む-ユーガブ世論調査

      請願書の署名は、議会審議が検討されるために必要な10万人分を優に上回った。ポンドの対ドル相場が最安値まで急落し、住宅ローン商品の提供取りやめといった影響も広がる中で、政府の経済運営に対する有権者の怒りを反映している可能性がある。

英住宅市場崩壊も、ローン取り扱い中止や金利上げ相次ぐ-金融動揺でhttps://platform.twitter.com/embed/Tweet.html?dnt=true&embedId=twitter-widget-0&features=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%3D%3D&frame=false&hideCard=false&hideThread=false&id=1576484558677032960&lang=ja&origin=https%3A%2F%2Fwww.bloomberg.co.jp%2Fnews%2Farticles%2F2022-10-02%2FRJ4LYAT0G1KW01&sessionId=32a673ff8d59a08bfa885a5de7a9d62a78aa7b30&siteScreenName=business&theme=light&widgetsVersion=1c23387b1f70c%3A1664388199485&width=550px

原題:UK’s Kwarteng Says Not Proceeding With Abolition of 45% Tax Rate、UK’s Truss Set to Abandon Plan to Scrap 45% Tax Rate, BBC Says

Truss Says Her Government Mishandled Announcement on UK Tax CutsKwarteng Trying to Head Off Tory Rebellion Over Tax Cut Debacle

Petition for Immediate UK Election Passes 400,000 Signatures (1)

Truss Says It Was Kwarteng Who Decided to Cut UK’s Top Tax Rate(抜粋)(最高税率引き下げ撤回の報道を追加して更新します)

https://www.bloomberg.com/news/articles/2022-10-02/truss-says-her-government-mishandled-announcement-on-uk-tax-cuts

russ Says It Was Kwarteng Who Decided to Cut UK’s Top Tax Rate

  • Tory anger builds, MPs including Gove say they won’t back it
  • Poll shows majority think Truss has lost control of economy

1.00PauseUnmuteCurrent Time 0:34/Duration 47:55Loaded: 0%Progress: 0% CaptionsShareFullscreenWall Street Week - Full Show 09/30/2022UnmuteWATCH: UK PM Liz Truss says the  decision to remove the country’s top tax rate was taken by her chancellor Kwasi Kwarteng. Rosalind Mathieson reports.Source: BloombergBy

Kitty Donaldson2022年10月2日 17:07 GMT+9Updated on

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3956452ZLABOUR PARTY/THEPrivate CompanyTWTRTWITTER INC43.84USD+1.10+2.57%GBPBritish Pound Spot1.1201GBP+0.0031+0.2775%530167ZNATIONAL HEALTH SERVICEPrivate CompanyOpen

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Liz Truss said the controversial decision to remove the highest rate of UK income tax was taken by Chancellor of the Exchequer Kwasi Kwarteng and that her government is sticking with it despite market chaos.

Her defiance -- as the ruling Conservative Party’s annual conference begins in Birmingham on Sunday -- will further fuel anger among Tory MPs about her leadership and the economic policy she and Kwarteng are pursuing.

Read more: Can’t Go Forward, Won’t Go Back: Truss’s Government Hits Buffers

Former Cabinet Minister Michael Gove made clear he would not support the move to benefit the highest earners in Britain when the question is eventually put to Parliament. His views echo the criticism of many other Tory MPs who say the plan plays directly into the hands of the Labour Party, currently leading opinion polls by a huge margin.https://247507a10653e03a95ece1087056d428.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html

But Truss made clear she is not backing down, and Conservative Party Chairman Jake Berry told Sky News that any Tory MP who voted against the measure would be kicked out of the parliamentary party.https://platform.twitter.com/embed/Tweet.html?dnt=true&embedId=twitter-widget-0&features=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%3D%3D&frame=false&hideCard=false&hideThread=false&id=1576484558677032960&lang=en&origin=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2022-10-02%2Ftruss-says-her-government-mishandled-announcement-on-uk-tax-cuts&sessionId=dc89236ce72508d3df0510d4dfe83c3c708e08ca&siteScreenName=bpolitics&theme=light&widgetsVersion=1c23387b1f70c%3A1664388199485&width=550px

The row has left Truss, who should have been enjoying a celebration of her leadership victory less than a month ago, facing a battle to regain authority within her party. Just weeks after they ousted her predecessor Boris Johnson, some MPs are already considering how they can do the same to her.

In a BBC interview, Truss said her government should have “laid the ground better” for Kwarteng’s mini-budget announcement, but insisted: “I do stand by the package we announced.”

Yet her comment that it was Kwarteng who decided to remove the highest income tax band -- and that he did so without putting such a politically sensitive issue to Cabinet -- will raise eyebrows. By sticking with the plan, though, it appears unlikely Truss is considering cutting Kwarteng loose.https://platform.twitter.com/embed/Tweet.html?dnt=true&embedId=twitter-widget-1&features=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%3D%3D&frame=false&hideCard=false&hideThread=false&id=1576506779898609665&lang=en&origin=https%3A%2F%2Fwww.bloomberg.com%2Fnews%2Farticles%2F2022-10-02%2Ftruss-says-her-government-mishandled-announcement-on-uk-tax-cuts&sessionId=dc89236ce72508d3df0510d4dfe83c3c708e08ca&siteScreenName=bpolitics&theme=light&widgetsVersion=1c23387b1f70c%3A1664388199485&width=550px

Traders drove to the pound to a record low in the aftermath of Kwarteng’s fiscal statement, government borrowing costs soared and the Bank of England to intervene to prevent a meltdown in the gilt market.

Political Turmoil

Amid the fallout, support for the Tories has tanked, with YouGov putting the opposition Labour Party 33 points ahead. A survey by Opinium for the Observer newspaper showed three-quarters of UK voters, including 71% of those who backed the Tories in the last election, believe Truss and Kwarteng have “lost control” of the economy.

Hemorrhaging Support | The Tories are further behind Labour than in any poll since the late 1990s
  

Cutting taxes for Britain’s highest earners is proving especially toxic among Tory MPs, who fear the accompanying government cost savings Truss and her ministers say are needed will play into the hands of Keir Starmer’s Labour.

Public services are still trimmed back since the global financial crisis, and National Health Service waiting times have soared after the pandemic. That makes any hint of austerity politically unpopular, particularly so if the perception is that cuts are being made to fund a tax cut for the wealthy.

Tory Anger

That argument will be intensified by a report in the Sunday Times newspaper that Kwarteng went to a party with hedge fund managers the evening after his tax-cutting statement in the House of Commons.https://247507a10653e03a95ece1087056d428.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html

Asked by the BBC if that sent the wrong message at a time when the government is looking for budget savings, Truss said it is the chancellor’s job to meet business people, before adding: “I do not manage Kwasi Kwarteng’s diary, believe me.”

Still, it is the economic vision of Truss and Kwarteng that runs to the heart of the tensions in the Tory party. They are viewed as a political double-act and have spent years calling for deregulation, low taxes and free markets. They are now putting that into practice.

The fear many Tory MPs have is that now is not the time, with Britons already facing a dramatic squeeze on living standards, exacerbated now by the fact that many banks have pulled mortgage products because the market jitters have made pricing too difficult.

Struggling Britons

Labour’s economy spokeswoman, Rachel Reeves, said many people will not be able to cope with mortgage rate increases as a result of the government’s policies. “This is a crisis made in Downing Street but it’s ordinary working people who are paying the price,” she told the BBC.

The value of UK assets has tumbled since Liz Truss took over as prime minister
  

On Sunday, Truss said she would ensure state pension payments rise in line with inflation, but refused to make the same commitment for welfare benefits and department spending.

“I believe in getting value for money for the taxpayer,” Truss said.

But the return of austerity is a frightening prospect for struggling Britons, and the political fallout is compounded by the fact that Truss is not a natural, empathetic communicator.

She also starts from a position of weakness in the party: Two-thirds of her MPs voted against her in the contest to replace Johnson in July, and she only claimed victory because she was the preferred choice of grassroots members.https://247507a10653e03a95ece1087056d428.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html

“There is inadequate realization at the top of government at the scale of change that is required,” Gove told the BBC after Truss’s interview.

14:45下記ストレングスでポンドが反応してる。好材料で買われたということ。

-10月, ISM製造景況指数, 要人発言