“特朗普”突袭！深夜，全线重挫！

Core Viewpoint - Nigeria's assets are experiencing significant sell-offs due to military threats from the U.S. President Trump, leading to declines in both dollar bonds and the naira currency [2][3]. Group 1: Market Impact - Following Trump's military threats, all tenors of Nigerian dollar bonds have dropped, with the 2047 bond experiencing the largest decline, falling to 88.26 cents on the dollar [3]. - The Nigerian naira depreciated by 1.47% against the dollar, reaching a low of 1424.59 naira per dollar, marking the largest daily drop since June [3]. Group 2: Political Context - Trump indicated the possibility of deploying ground troops or conducting airstrikes in Nigeria to address the "mass slaughter of Christians" [2][3]. - The U.S. Defense Secretary stated that the Pentagon is preparing for potential actions against Nigeria following Trump's orders [4]. Group 3: Economic Relations - Trump announced the potential cessation of all U.S. aid to Nigeria, which amounted to $1 billion in 2023, with a significant reduction in aid received since his administration began [5]. - The Trump administration has imposed a 15% tariff on most goods imported from Nigeria, affecting trade valued at $400 million [6]. Group 4: Resource and Investment Landscape - Nigeria is rich in natural resources, with proven oil reserves of approximately 37 billion barrels, making it Africa's largest oil producer and a member of OPEC [7]. - The Nigerian stock market has seen a total return increase of about 65% in dollar terms this year, making it one of the best-performing emerging markets in Africa [7]. Group 5: Security Situation - Nigeria faces a complex security landscape, being ranked as the eighth most affected country by terrorism globally, with various militant groups operating within its borders [8]. - The motivations behind attacks in Nigeria vary, including religious conflicts and resource scarcity disputes between farmers and herders [8].