Thursday, April 17, 2025

A himmi phaisa phumnak (Risk Free Investment/Asset ) le President Trump’s Tariffs Policies

USA cozah nihhin ngunkhuai in phaisa a hmuhmi nakin a hmanmi phaisa a tamdeuh tuk tikah do a cawi camcin. Hizat in phaisa rak ka cawih ulaw hizat akarh ret in kum cuzat ah kan cham ṭhan hna lai timi biakamnak catlap hmangin phaisa a cawi. Cucu (US Treasury) Bonds asilaoh Notes/Bills tiah amin an auh (Notes/Bills hi caantawite phaisa cawinak ca deuh ah an hman i Bonds hi caansau deuh phaisa cawinak caah an hman). USA cozah Bond/Notes/Bills cu mi pumpak, companies le ram dangdang nih cawk khawh asi. USA nih China sin ah leiba $700 billions renglo a ngeimi timi zong khi China cozah nih USA cozah bonds an cawkmi asi.
US Dollar cu vawlei pumpi nih chawlehnak ah kan i hrawm bikmi phaisa (World’s Reserve Currency ) asi bantukin USA cozah leiba catlap a cawtu cheuthum cheukhat (1/3) hi ramdang mi le ramdang cozah an si. Ramdang cozah nih USA Bonds an cawknak a ruang lian bik cu an ram cawleh tluantlamnak le an ram phaisa venhimnak caah an herh (Ram pakhat i a phaisa man ngeih le ngeihlo cu ramchung khuasa mizapi le ramdang minung nih chawlehnak ah an zumhraih ning cungah aa hngatmi tikhawh asi). Tahchunhnak ah Kawlram meiti (datsi) companies nih Thailand ah meiti an cawk tikah Kawlram phaisa (Kyat) an hmang lai lo i Thailand phaisa (Bahts) zong an hmang lem lai lo: US Dollar an hman lai. Vawleicung ramkhat le ramkhat karlak chawlehnak i zakhat ah sawm-sarih (70%) renglo hi USD hmangin tuahmi asi ti asi.
USA nih ramdang ah thil a zuarmi (exports) nakin ramdang in thil a cawkmi (imports) a uak deuh tuknak zong hi a ruang tampi lakah an phaisa hi World’s Reserve Currency asi caah asi. Ramdang nih phaisa dang nakin USD an duh/herh deuh tikah USA sin ah an thil zuar an duh deuh. USA cu USD a chuahtu ram asi hlei ah ramchung mizapi hi USD in phaisa lut tampi a ngeimi kan si i ramdang thil lut cawk kan duh lawng si loin cawk khawhnak thazaang kan ngei deuh. Cucaah, vawleicung ram kenkip nih an thil sermi phunkip cu USA (mizapi) sin ah an zuarh i an hlawkmi phaisa chungin zeimawzat hi USA cozah bonds le stocks ti bantuk cawknak ah an hman. USA cu World’s Reserve Currency USD ngeitu asi i chawlehnak (economy) lian bik ngeitu asi hlei ah ralkap ṭhawng bik a ngei i zauk (democracy) phung in aa hruaimi, minung pumpak nakin a fekmi phunglam a zulmi (rule of laws) ram dai asi caah an ngeihchiah khawnnak hmunṭha bik ah an pom.
USA cozah nih phaisa cawinak a hmanmi catlap lakah ramchung khuasa mizapi nih siseh ramdang cozah (foreign central banks) nih siseh phaisa kong he pehtlai in kan hman/cawk bikmi cu 10-Year Bond asi. “Phaisa hizat hi ka cawih ulaw cuzart akarh ret (rate) in kum-hra chungah kan cham ṭhan hna lai” tiah US cozah nih an zuarmi (IOU) biakamnak catlap asi (atu internet chan ahcun catlap theng in si loin number in cawkzuar asi ko). USA ramchung ah inn le motor ti bantuk kan cawk tikah Banks nih phaisa an kan cawihmi akarh ret zong hi 10-Year Bond nih akarh a pekmi ret cungah hram a bunhmi asi {kanmah pumpak phaisa tuanbia (credit history) zong cu an hman chih ve}.
USA cu market economy a hmangmi an si bantukin US 10-Year Bond nih a pekmi akarh ret zong hi a caw duhtu le a zuar duhtu sining hoih in aa thleng peng. A cawtu nakin a zuartu an tam deuh ahcun bonds aman a ṭum i a karh ret a kai. A zuartu nakin a cawtu an tam deuh caan ah bond aman a kai i akarh ret a ṭum. Atulio USA cozah nih biatak tein an i zuammi cu US Cozah Bonds nih a pekmi akarh ṭumter asi. Zeicatiah, USA cozah nih a ngeihmi leiba a tamtuk hringhran cang i akarh (interest payment ) caah a pekmi lawng hi kumkhat ah $1 trillion lengkai asi cang. US Treasury Secretary, Scott Bessent nih a chimning ah akarh ret (interest rate) 0.01% a ṭum poah ah kan leiba caah a karh kan pekmi $1 billion kan hlawk (save) ati. Cucaah, akarh ret a ṭum deuhnak dingah an sikhawh chungin lam an kawl i mi cheukhat nihcun nai cikua US Stock Market man a tlak ngaimi zong hi phaisa karh ret tla deuh seh tiah US cozah nih an tuah hramhrammi asi ko lai titiang in a ruatmi an um.
USA lawng si loin vawleicung khawika hmun poah ah chawlehnak a tluanlo caan le puicimh zatlaknak in thinphan thlalau caan poah ah cawk dingin zuanhnawh lulhmi cu US cozah bonds, USD le Sui an si. Phaisa phumnak caah a himlo deuh (stocks, crypto le ram dangdangah ngeihmi thil) tiah ruahmi thil cu zokzok in zuar i a himmi thil (US bonds, USD le Sui) cawk hi ahopoah nih i zuam cio pengmi asi.
Vawleicung ah a him bik i cawkzuar zong a fawibik tiah ruahmi phaisa phumnak (Risk Free Investment/Asset) cu USA Cozah Bond (leiba catlap) asi. USA Cozah Bonds lakah hman bikmi cu 10-Year Bond asi i a pekmi a karh ret cu Risk Free Rate tiah an auh.
President Trump nih ramdang he aa buaktlak lo tuk cangmi US chawlehnak siamremhnak caah tiin ram kenkip sin in thil lut ngunkhuai (tariffs) tampi lak dingin April 2, 2025 ah thawngthanhnak a tuahmi nih vawlei pumpi a hnih i Stock Markets vialte an tla dih. Chawlehnak kongah vawlei pumpi in thinphang thlalau in an um dih tikhawh asi. Chawlehnak he aa pehtlaimi tuksum boruak nih vawlei a chilh lio caan ah ahopoah nih USA cozah bonds le USD hi cawk dingin zuanhnawh ding asi. Cuticun ni zeimawzat chung cu thil a kal ko nain April 7,25 in thil umtuning aa linglet. Stock Markets an tla cuahmah nain USA cozah bonds le USD zuar duhtu an karh i caw duhtu an zor caah US cozah bonds nih a pekmi a karh ret a kai i USD (dollar) man a tla. USA cozah bonds zuartu an karh tuk caah nihnih chungah US 10-Year Bond a karh ret hi 0.5% renglo bak a kai (Bonds market ah atu bantuk thil a can hi aa bengbai taktak ti asi). US Treasury Secretary biachimmi he van tuak chun tikah US cozah nih an leiba a karh an pek dingmi ah $50 billions hrawng aa chap ding asi tikhawh asi hnga.
President Trump nih April 9, 2025 chuncaw eikhim ah ram dangdang (China telh lo) in tariffs lak aa timhmi cu ni 90 chung lak rih loin a tlawm bik 10% lawng lak chung dingin thawngthanhnak a tuahmi kha a ruang a tampi ko lai nain a biapi bikmi cu US cozah le USD cungah zumhraihnak a zormi boruak kha phurh awk a ṭhat lo caah asi bik tiah thiamsang cheukhat nih an ruah ( cucu kei ka ruah dan bik zong asi ve). Ram dang cozah tampi nih tariffs kongah caihhmainak ngei dingin an halmi ruang ti bantuk zong cu a bia aa let chungnak ah aa telmi a ruang an si ve ko lai nain Bonds le US Dollar boruak nih Warning an pekmi nih a lerh deuh tuk ko lai tiin ka zumh.
Biathlaih: President Trump nih Tariffs hmangin ruruhranghrang in a nawrmi Trade Policies cu ka uar lo ngai nain a sermi team, Scott Bessent le Elon Musk tepawl, nih an hruaimi atulio kan cozah hi hmailei caansau USA hunchonak ding ahcun ka hnabei an sei ngai i ka zumhraih ko hna.

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