聞く経済ニュース - 海外メディア超多読ラジオ
世界の最新経済ニュース分析を毎日お届けする字幕ラジオチャンネルです。海外メディアや業界専門誌の信頼できる一次情報を元に独自分析。株式やマクロ指標から半導体技術まで掘り下げてお届けします。【noteで詳細テキストレポート公開中！】https://note.com/kiku_keizai【配信スケジュール】・朝刊（月〜土曜の朝8:30~9:30頃更新）・毎日特集記事2本程度（16:00、20:00頃配信）・特集記事は話題のトピック、専門業界...
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- 🇯🇵Japan · InvestingHOME#561K to 322K
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61K to 323K🎙 Daily cadence·595 episodes·Last published 2d ago - Monthly Reach
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204K to 1.1M🇯🇵100% - Active Followers
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112K to 593K
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 10/19/26 |  ă€10/19】繳貥政辤ĺ—1.99ĺ…†ăƒ‰ăƒŤ ćˆé•ˇä¸‹ă§ă‚‚č†¨ă‚‰ă‚€çœŸĺ› | çąłĺ›˝ăŽ2026嚴庌貥政辤ĺ—ăŻ1ĺ…†9925ĺ„„ăƒ‰ăƒŤă€‚ĺˆŠć‰•ă„ăŻ1ĺ…†3600ĺ„„ăƒ‰ăƒŤă§ĺ›˝é˜˛č˛ťă‚’čś…ăˆăŸă€‚ćłĺ…ĽăŒéŽĺŽťćœ€éŤ˜ă§ă‚‚辤ĺ—ăŒč†¨ă‚‰ă‚€ć§‹é€ ă‚’čŞăżč§Łăăžă™ă€‚関税ăŽé‚„äť˜ă‚„AI投資ăŽĺłć™‚ĺ„Ÿĺ´ăŤă‚ˆă‚‹ćł•äşşç¨ŽăŽć¸›ĺ°‘ă€30ĺš´ĺ›˝ĺ‚ľĺˆŠĺ›žă‚Š5.5%ĺ°ă¸ăŽä¸Šć˜‡ă€ĺ›˝é˜˛č˛ťă¨ç¤žäźšäżéšœăŽč˛Ąćşĺ•éĄŒă€ć—ĽćœŹăŞăŠćľˇĺ¤–投資厜ăŽĺ‹•ăăžă§ă€č˛Ąć”żă¨é‡‘ĺˆŠăŽć‚ŞĺžŞç’°ă‚’č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťçąłĺ›˝2026äźšč¨ˆĺš´ĺşŚăŽč˛Ąć”żčľ¤ĺ—1ĺ…†9925ĺ„„ăƒ‰ăƒŤă€ćłĺ…Ľă¨ćłĺ‡şăŒă¨ă‚‚ăŤéŽĺŽťćœ€éŤ˜ăƒťĺ›˝ĺ‚ľĺˆŠć‰•ă„1ĺ…†3600ĺ„„ăƒ‰ăƒŤă€ĺ›˝é˜˛č˛ťă‚’ä¸Šĺ›žă‚‹ĺˆŠć‰•ă„ă¨ĺ€Ÿă‚Šć›ăˆăŽć§‹é€ ăƒťćœ€éŤ˜čŁĺˆ¤ćąşăŤă‚ˆă‚‹é–˘ç¨Žé‚„äť˜ă¨é–˘ç¨ŽĺŽĺ…ĽăŽć¸›ĺ°‘ăƒťAI投資ăŽĺłć™‚ĺ„Ÿĺ´ă§ćł•äşşç¨Ž16%減ă€ç¨Žĺˆśă¨č˛Ąć”żčľ¤ĺ—ăŽé–˘äż‚ăƒť30ĺš´ĺ›˝ĺ‚ľĺˆŠĺ›žă‚Š5.585%ă¨č˛Ąĺ‹™çœăŽĺ›˝ĺ‚ľč˛ˇă„ćˆťă—ăƒťĺ›˝é˜˛äşˆçŽ—1.5ĺ…†ăƒ‰ăƒŤčŚćą‚ă€ă¤ăŞăŽäşˆçŽ—ă¨ç¤žäźšäżéšœăŽäżĄč¨—ĺŸşé‡‘ćžŻć¸‡ăƒťć—ĽćœŹă€č‹ąĺ›˝ă€ä¸ĺ›˝ăŽçąłĺ›˝ĺ‚ľäżćœ‰ă¨äťŠĺžŒăŽ3ă¤ăŽă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťinterest.co.nz çąłč˛Ąĺ‹™çœ ćœˆćŹĄč˛Ąć”żĺ ąĺ‘Š https://www.interest.co.nz/sites/default/files/2026-10/MonthlyTreasuryStatement_202609.pdfăƒťçąłč°äźšäşˆçŽ—幀 ćœˆćŹĄč˛Ąć”żĺ ąĺ‘Š https://www.cbo.gov/system/files/2026-10/61985-MBR.pdfăƒťçąłč˛Ąĺ‹™çœ ĺŻžçąłč¨źĺˆ¸ćŠ•čł‡çľąč¨ˆ https://home.treasury.gov/system/files/136/TIC-press-notice-Oct-2026.pdfăƒťçąłč˛Ąĺ‹™çœ ĺ››ĺŠćœŸĺ›˝ĺ‚ľç™şčĄŒč¨ˆç”ť https://home.treasury.gov/news/press-releases/sb0590ăƒťThe Spokesman-Review https://www.spokesman.com/stories/2026/oct/16/us-fiscal-2026-budget-deficit-rises-to-199-trillio/ăƒťFortune https://fortune.com/2026/10/17/us-debt-interest-payments-fiscal-2026-1-trillion-federal-spending-revenue-gdp-growth-treasury-yields/ăƒťč˛Źäťťă‚ă‚‹é€Łé‚ŚäşˆçŽ—ĺ§”ĺ“Ąäźš ăƒ—ăƒŹă‚šăƒŞăƒŞăƒźă‚š https://www.crfb.org/press-releases/cbo-estimates-20-trillion-deficit-fiscal-year-2026ăƒťKhaleej Times https://www.khaleejtimes.com/business/us-national-debt-exceeds-40-trillion-for-first-time-2ăƒťPenn Wharton Budget Model https://budgetmodel.wharton.upenn.edu/p/2026-02-20-supreme-court-tariff-ruling/ăƒťTaxProf Blog https://taxprofblog.aals.org/2026/09/19/is-the-ai-boom-hollowing-out-corporate-tax-receipts/ăƒťKitco https://www.kitco.com/news/off-the-wire/2026-08-19/us-treasury-secretary-bessent-doubles-us-long-bond-buybacks-faceăƒťWealth Professional https://www.wealthprofessional.ca/investments/fixed-income/us-long-bond-clears-56-for-the-first-time-since-2002/393658ăƒťAir & Space Forces Magazine https://www.airandspaceforces.com/congress-cr-pentagon-december-1-5t-budget-request/ăƒťEveryCRSReport çąłč°äźščŞżćŸťĺą€ ĺ ąĺ‘Šć›¸ https://www.everycrsreport.com/reports/IF13256.htmlăƒť24/7 Wall St. https://247wallst.com/investing/2026/09/29/china-holds-618-billion-of-u-s-debt-only-2-countries-hold-more/ăƒťKhaleej Times https://www.khaleejtimes.com/business/imf-chief-warns-energy-shock-growing-debt-and-ai-risks-threaten-global-growth-2 | 17m 40s | ||||||
| 10/19/26 | ă€10/19ă€‘ăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆăŽăƒăƒźăƒłĺŁ˛ĺ´ ăƒŞă‚šă‚ŻăŒéŠ€čĄŒăŤćˆťă‚‹ć§‹é€ | çąłéŠ€ăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆăŒč‡Şĺ‹•čťŠăƒăƒźăƒł55ĺ„„ăƒ‰ăƒŤă¨ĺ€‹äşşăƒăƒźăƒł77ĺ„„ăƒ‰ăƒŤă‚’ç›¸ćŹĄăŽĺŁ˛ĺ´ă€‚財ă„手ăŻă‚ŤăƒźăƒŠă‚¤ăƒŤăŞăŠĺ¤§ć‰‹ćŠ•čł‡äźšç¤žă€‚éŠ€čĄŒăŽčł‡ćœŹăŽçľ„ăżć›żăˆă¨ăƒ—ăƒŠă‚¤ăƒ™ăƒźăƒˆă‚ŻăƒŹă‚¸ăƒƒăƒˆă¸ăŽčł‡ç”Łç§ťčť˘ă‚’čŞăżč§Łăăžă™ă€‚ćĺ¤ąčŚšć‚ŸăŽĺ‚ľĺˆ¸ĺ…Ľă‚Œć›żăˆăŽç‹™ă„ă‚„ă€č˛ˇă„手ăŤĺˆĽăŽéŠ€čĄŒăŒčł‡é‡‘を貸ă™ć§‹ĺ›łă€ć€Ľĺ˘—ă™ă‚‹ăƒŽăƒłăƒăƒłă‚Żĺ‘ă‘貸出ă¨ĺ˝“幀ăŽčŚĺ‘Šă€ć—ĽćœŹăŽăƒĄă‚Źăƒăƒłă‚Żă‚„生äżă¨ăŽă¤ăŞăŒă‚Šăžă§ă€ćśˆč˛ťč€…俥用ăŽăƒŞă‚šă‚ŻăŽčĄŒć–šă‚’č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆăŒăƒ‹ă‚˘ăƒ—ăƒŠă‚¤ăƒ č‡Şĺ‹•čťŠăƒăƒźăƒłă¨ăƒŠă‚¤ăƒˆă‚šăƒˆăƒŞăƒźăƒ を売ĺ´ăƒťä¸ć ¸çš„č‡Şĺˇąčł‡ćœŹćŻ”çŽ‡ăŽć”šĺ–„ă¨14ĺ„„ăƒ‰ăƒŤčś…ăŽĺ‚ľĺˆ¸ĺ…Ľă‚Œć›żăˆćăƒťă‚ŤăƒźăƒŠă‚¤ăƒŤă¨ă‚˘ăƒăƒăŒé€˛ă‚ă‚‹ă‚˘ă‚ťăƒƒăƒˆăƒ™ăƒźă‚šăƒ‰ăƒ•ă‚Ąă‚¤ăƒŠăƒłă‚šăŽčŤ–ç†ăƒťăƒŽăƒłăƒăƒłă‚Żĺ‘ă‘éŠ€čĄŒč˛¸ĺ‡ş2ĺ…†ăƒ‰ăƒŤčś…ă€é‡‘čžĺŽ‰ĺŽšç†äş‹äźšă¨IMFăŽčŚĺ‘Šăƒťă‚ľăƒ–ăƒ—ăƒŠă‚¤ăƒ č‡Şĺ‹•čťŠăƒăƒźăƒłĺťśćťžçŽ‡ă¨çąłĺ›˝ăŽčł‡ćœŹčŚĺˆśčŚ‹ç›´ă—ăƒťć—ĽćœŹăŽăƒĄă‚Źăƒăƒłă‚Żă€ć—ĽćœŹç”Ÿĺ‘˝ă€ä¸‰čąUFJă¨ăƒ—ăƒŠă‚¤ăƒ™ăƒźăƒˆă‚ŻăƒŹă‚¸ăƒƒăƒˆăƒťćśˆč˛ťč€…äżĄç”¨ăƒŞă‚šă‚ŻăŽčĄŒć–šă‚’塌ĺłă™ă‚‹3ă¤ăŽă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆ SECć出書饞 čŞŹć˜Žčł‡ć–™ https://www.sec.gov/Archives/edgar/data/0000092230/000009223026000105/ex991slide.htmăƒťăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆ SECć出書饞 湺玗発襨 https://www.sec.gov/Archives/edgar/data/0000092230/000009223026000108/ex991-3q26.htmăƒťăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆ 投資厜ĺ‘ă‘ćƒ…ĺ ą https://ir.truist.com/2026-06-15-Truist-announces-Michael-P-Lyons-as-incoming-CEOăƒťăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆ 投資厜ĺ‘ă‘ćƒ…ĺ ą 2024ĺš´ https://ir.truist.com/2024-05-07-Truist-completes-sale-of-Truist-Insurance-Holdings-and-executes-strategic-balance-sheet-repositioningăƒťBenzinga ćąşçŽ—čŞŹć˜Žäźšć›¸ă辡ă“ă— https://www.benzinga.com/news/26/10/62409120/truist-finl-q3-2026-earnings-call-transcriptăƒťMarketScreener ă‚ŤăƒźăƒŠă‚¤ăƒŤç™şčĄ¨ https://www.marketscreener.com/news/carlyle-to-acquire-approximately-7-7-billion-personal-loan-portfolio-from-truist-ce785cdadb8cfe24ăƒťBriefs.co https://www.briefs.co/news/carlyle-agrees-to-buy-7-7-billion-of-truist-unsecured-person/ăƒťVIN News https://vinnews.com/2026/09/17/truist-to-sell-5-5-billion-in-auto-loans-exiting-near-prime-lending-tied-to-broward-operations/ăƒťIBTimes https://www.ibtimes.co.uk/truist-ceo-buys-shares-after-auto-loan-sale-1822313ăƒťNewsquawk https://www.newsquawk.com/headlines/truist-financial-tfc-q3-2026-usd-eps-116-exp-114-revenue-379bln-exp-535blnăƒť24/7 Wall St. https://247wallst.com/cards/truist-financial-q3-2026-earnings-tfc-01m524hxqnttsbmavrkkse99kzăƒťYahoo Finance https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-futures-mixed-amid-volatile-week-112939401.htmlăƒťBusiness Wire ă‚ŤăƒźăƒŠă‚¤ăƒŤă¨KKR発襨 https://www.businesswire.com/news/home/20240717003713/en/Carlyle-and-KKR-Strategic-Partnerships-Agree-to-Acquire-Approximately-10.1-Billion-Prime-Student-Loan-Portfolio-from-Discover-Financial-ServicesăƒťThe Asset https://www.theasset.com/article/56884/hsbc-sells-a-36-billion-australia-retail-loan-book-to-blackstoneăƒťçąłé€Łé‚Śćş–ĺ‚™ĺˆśĺşŚç†äş‹äźš H.8çľąč¨ˆ https://www.federalreserve.gov/releases/h8/20261002/ăƒťçąłé€Łé‚Śćş–ĺ‚™ĺˆśĺşŚç†äş‹äźš ăƒ—ăƒŹă‚šăƒŞăƒŞăƒźă‚š https://www.federalreserve.gov/newsevents/pressreleases/bcreg20260319a.htmăƒťFreshfields https://www.freshfields.com/en/our-thinking/blogs/a-fresh-take/basel-iii-endgame-take-two-8-key-takeaways-from-the-federal-banking-agencies-c-102mnm3ăƒťé‡‘čžĺŽ‰ĺŽšç†äş‹äźš ĺ ąĺ‘Šć›¸ https://www.fsb.org/uploads/P060526.pdfăƒťĺ›˝éš›é€šč˛¨ĺŸşé‡‘ 国際金čžĺŽ‰ĺŽšć€§ĺ ąĺ‘Š https://www.imf.org/en/publications/gfsr/issues/2026/10/13/global-financial-stability-report-october-2026ăƒťĺ›˝éš›é€šč˛¨ĺŸşé‡‘ ăƒ–ăƒă‚° https://www.imf.org/en/blogs/articles/2026/10/12/global-financial-markets-face-rising-risks-from-ai-bond-yields-and-cyberattacksăƒťESP Data https://www.espdata.com/subprime-auto-loan-delinquencies-2026/ăƒťć—ĽćœŹéŠ€čĄŒ 金čžă‚ˇă‚šăƒ†ăƒ ăƒŹăƒăƒźăƒˆ https://www.boj.or.jp/research/brp/fsr/data/fsr260421b.pdfăƒťăƒ–ăƒŠăƒƒă‚Żă‚šăƒˆăƒźăƒł ăƒ‹ăƒĽăƒźă‚šăƒŞăƒŞăƒźă‚š https://www.blackstone.com/jp/insights/article/nippon-life-insurance-company-enters-into-strategic-partnership-with-blackstone/ăƒťä¸‰čąUFJăƒ•ă‚ŁăƒŠăƒłă‚ˇăƒŁăƒŤ ă‚°ăƒŤăƒźăƒ— ăƒ‹ăƒĽăƒźă‚šăƒŞăƒŞăƒźă‚š https://www.mufg.jp/dam/pressrelease/2026/pdf/news-20260901-001_ja.pdf | 20m 36s | ||||||
| 10/18/26 | ă€10/18ă€‘ćĽ˝ĺ¤Šč¨źĺˆ¸ čś…é•ˇćœŸĺ›˝ĺ‚ľ 個人ăŽĺ›˝ĺ‚ľč˛ˇă„ăŒć˜ ă™ć§‹é€ ĺ¤‰ĺŒ– | ćĽ˝ĺ¤Šč¨źĺˆ¸ăŒčĄ¨é˘ĺˆŠçŽ‡4.0%ăŽ30嚴国傾を批ă„始ă‚ă€ĺ€‹äşşĺ‘ă‘国傾ăŻ8ćœˆăŤĺˆăŽĺ˜ćœˆ1兆円蜅ăˆă€‚ĺ…¨ă‚żă‚¤ăƒ—2%ĺ°ăŤäš—ăŁăŸé‡‘ĺˆŠă¨ă€ĺŽśč¨ˆăŽĺ›˝ĺ‚ľă‚ˇăƒ•ăƒˆă‚’čŞăżč§Łăăžă™ă€‚襨é˘ĺˆŠçŽ‡ă¨ĺŽŸéš›ăŽĺˆŠĺ›žă‚ŠăŽé•ă„や途ä¸ĺŁ˛ĺ´ăŽăƒŞă‚šă‚Żă‚’抟ă•ăˆăŸă†ăˆă§ă€ć—ĽéŠ€ăŽäżćœ‰ç¸Žĺ°ă¨ç”ŸäżăŽĺ…Ľă‚Œć›żăˆă€ĺŽśč¨ˆćŻ”率ăŽä¸Šć˜‡ă€ä¸–ç•ŒăŽé•ˇćœŸé‡‘ĺˆŠä¸Šć˜‡ă¨ăŽă¤ăŞăŒă‚Šă‹ă‚‰ă€ĺ›˝ĺ‚ľăŽč˛ˇă„手ăŒĺ¤‰ă‚ă‚Šă¤ă¤ă‚ă‚‹ć§‹é€ ă‚’č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťćĽ˝ĺ¤Šč¨źĺˆ¸ăŒ20ĺš´30ĺš´40ĺš´ăŽčś…é•ˇćœŸĺ›˝ĺ‚ľă‚’ĺ–り批ă„é–‹ĺ§‹ăƒťčĄ¨é˘ĺˆŠçŽ‡4.0%ă¨ĺŽŸéš›ăŽĺˆŠĺ›žă‚ŠăŽé•ă„ă€é€”ä¸ĺŁ˛ĺ´ăŽäžĄć źĺ¤‰ĺ‹•ăƒŞă‚šă‚Żăƒťĺ€‹äşşĺ‘ă‘国傾10ćœˆĺ‹Ÿé›†ăŻĺ…¨ă‚żă‚¤ăƒ—2%ĺ°ă€ĺ›şĺŽš5ĺš´ăŒĺ¤‰ĺ‹•10嚴を上回るç†ç”ąăƒťĺ€‹äşşĺ‘ă‘国傾ăŽç™şčĄŒéĄăŒéŽĺŽťćœ€éŤ˜ăƒšăƒźă‚šă€8ćœˆăŻĺ˜ćœˆ1兆円蜅ăˆăƒťć—ĽéŠ€ăŽĺ›˝ĺ‚ľäżćœ‰ćŻ”率低下ă¨ç”ŸäżăŽĺ…Ľă‚Œć›żăˆă€ĺŽśč¨ˆćŻ”率1.92%ăƒť10嚴国傾ăŽčĄ¨é˘ĺˆŠçŽ‡3.1%ă¨30ĺš´ĺ›˝ĺ‚ľĺˆŠĺ›žă‚Š4%ĺ°ă€çąłé•ˇćœŸé‡‘ĺˆŠă¨ăŽé€Łĺ‹•ăƒťć—ĽéŠ€äźšĺˆă¨11ćœˆĺ‹Ÿé›†ĺˆŠçŽ‡ă€ĺˆśĺşŚčŚ‹ç›´ă—ććĄˆă‹ă‚‰čŚ‹ă‚‹3ă¤ăŽă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťćĽ˝ĺ¤Šč¨źĺˆ¸ ăŠçŸĽă‚‰ă› https://www.rakuten-sec.co.jp/web/info/info20260831-01.htmlăƒťBusiness Insider Japan https://www.businessinsider.jp/article/2610-rakuten-super-long-term-bonds/ăƒťăƒžă‚¤ăƒŠăƒ“ăƒ‹ăƒĽăƒźă‚š https://news.mynavi.jp/premium/article/20261007-5078685/ăƒťč˛Ąĺ‹™çœ ĺ€‹äşşĺ‘ă‘国傾 ç™şčĄŒćĄäťś https://www.mof.go.jp/jgbs/individual/kojinmuke/main/issue/kotei5/ăƒťč˛Ąĺ‹™çœ ĺ›˝ăŽĺ‚ľĺ‹™çŽĄç†ăŤé–˘ă™ă‚‹ç ”犜䟚 資料 https://www.mof.go.jp/about_mof/councils/study_gov_debt_management/d20260526-2.pdfăƒťnippon.com https://www.nippon.com/ja/japan-data/h02870/ăƒťçŹŹä¸€ç”Ÿĺ‘˝çľŒć¸ˆç ”çŠść‰€ https://www.dlri.co.jp/report/macro/665846.htmlăƒťFPăƒˆăƒŹăƒłăƒ‰ https://fptrendy.com/2026/04/23/life-insurers-jgb-switching-2026/ăƒťç†ŠćœŹć—Ľć—Ľć–°čž ĺ…ąĺŒé€šäżĄé…俥 https://kumanichi.com/articles/2043510ăƒťăƒ–ăƒŤăƒźăƒ ăƒăƒźă‚° https://www.bloomberg.com/jp/news/articles/2026-10-05/TMG6DHKJH6V900ăƒťCrypto Briefing https://cryptobriefing.com/japans-30-year-bond-yield-hits-record-4-signals-fiscal-concerns/ăƒťăƒŽăƒźă‚šă‚šă‚żăƒźă‚˘ăƒ‰ăƒă‚¤ă‚śăƒŞăƒź https://nsadvisory.co.jp/column/bond39ăƒťăƒ˘ă‚˛ăƒă‚§ăƒƒă‚Ż https://mogecheck.jp/articles/show/51rzNy7XEJ5o4mQ6ZkVv | 15m 57s | ||||||
| 10/18/26 | ă€10/18】MSCIă‚¤ăƒłăƒ‰ăƒă‚ˇă‚˘é™¤ĺ¤–ćĄˆ ć–°čˆˆĺ›˝ćŠ•äżĄăŽä¸čşŤăŽĺŽŸć…‹ | MSCIăŒă‚¤ăƒłăƒ‰ăƒă‚ˇă‚˘ăŽć–°čˆˆĺ›˝é™¤ĺ¤–ă‚’ććĄˆă—ă€ă‚¸ăƒŁă‚ŤăƒŤă‚żć ŞăŻ1ć—Ľă§1割蜅ăŽä¸‹č˝ă€‚ć–°čˆˆĺ›˝ćŒ‡ć•°ăŻä¸Šä˝3礞ă§ç´„29%ă‚’ĺ ă‚ăžă™ă€‚ćľŽĺ‹•ć Şă¨ćŒ‡ć•°ăŽăƒŤăƒźăƒŤăŒć ŞäžĄă¨é€šč˛¨ă‚’ĺ‹•ă‹ă™äť•çľ„ăżă€MSCIă¨FTSEă§ç•°ăŞă‚‹ć–°čˆˆĺ›˝ăŽĺŽšçžŠă¨éŸ“ĺ›˝ăŽć‰ąă„ă€ĺ°ćšžă¨éŸ“ĺ›˝ăŽĺŠĺ°Žä˝“ăŤé›†ä¸ă™ă‚‹ć–°čˆˆĺ›˝ćŒ‡ć•°ăŽĺŽŸĺƒă¨ă€ĺ›˝ĺ†…ăŽć–°čˆˆĺ›˝ă‚¤ăƒłăƒ‡ăƒƒă‚Żă‚šćŠ•äżĄă¸ăŽĺ˝ąéŸżă‚’解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťMSCIăŒă‚¤ăƒłăƒ‰ăƒă‚ˇă‚˘ă‚’ă‚šă‚żăƒłăƒ‰ă‚˘ăƒăƒłĺ¸‚ĺ ´ă¸ĺ†ĺˆ†éĄžă™ă‚‹ććĄˆăƒťă‚¸ăƒŁă‚ŤăƒŤă‚żçˇĺˆćŒ‡ć•°ăŽ1割蜅下č˝ă¨ăƒŤăƒ”ア厉ă€ä¸ĺ¤ŽéŠ€čĄŒăŽäť‹ĺ…ĽăƒťćľŽĺ‹•ć Şă¨ç›¸ĺ ´ć“縌ăŽç–‘ă„ă€ćŒ‡ć•°ă‹ă‚‰ĺ¤–ă‚Œă‚‹äť•çľ„ăżăƒťăƒ‘ăƒƒă‚ˇăƒ–čł‡é‡‘ćľĺ‡ş30ĺ„„ă€œ60ĺ„„ăƒ‰ăƒŤă¨ă‚˘ă‚Żăƒ†ă‚Łăƒ–資金ăŽčŠŚçŽ—ăƒťFTSEăŻă‚¤ăƒłăƒ‰ăƒă‚ˇă‚˘ćŽăˆç˝Žăă€éŸ“ĺ›˝ăŻĺ…ˆé€˛ĺ›˝ć‰ąă„ăƒťTSMCă€ă‚ľăƒ ă‚šăƒłé›ťĺă€SKăƒă‚¤ăƒ‹ăƒƒă‚Żă‚šă§ć–°čˆˆĺ›˝ćŒ‡ć•°ăŽç´„29%ăƒťMSCI連動ă¨FTSE連動ă§ç•°ăŞă‚‹ĺ›˝ĺ†…ć–°čˆˆĺ›˝ćŠ•äżĄăŽĺ€¤ĺ‹•ă-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťMSCI 投資厜ĺ‘ă‘ćƒ…ĺ ą https://ir.msci.com/news-releases/news-release-details/msci-launches-consultation-proposal-reclassify-indonesiaăƒťMSCI ć–°čˆˆĺ›˝ć ŞćŒ‡ć•° https://www.msci.com/indexes/index/891800/msci-em-emerging-markets-index-2ăƒťMSCI Markets in Motion https://www.msci.com/indexes/markets-in-motion/visualizations/taiwan-at-the-top-msci-em-weight-breakdownăƒťFTSEăƒŠăƒƒă‚ťăƒŤ ĺ¸‚ĺ ´ĺˆ†éĄž https://www.lseg.com/content/dam/ftse-russell/en_us/documents/country-classification/ftse-country-classification-update-latest.pdfăƒťăƒăƒłă‚Źăƒźăƒ‰ ă‚ŤăƒŠăƒ€ 商ĺ“ćƒ…ĺ ą https://www.vanguard.ca/en/product/etf/equity/9556/vanguard-ftse-emerging-markets-all-cap-index-etfăƒť93.3 The Drive https://www.933thedrive.com/2026/10/16/analysis-indonesia-faces-rare-msci-exclusion-that-could-cut-it-off-from-global-capital/ăƒťThe Star https://www.thestar.com.my/business/business-news/2026/10/16/jakarta-stocks-plunge-11-as-msci-set-to-drop-indonesia-from-indexesăƒťAktualita https://aktualita.co/en/economy/jci-plummets-1157-triggering-trading-halt-what-happened-to-riăƒťFinimize https://finimize.com/content/your-daily-brief-for-october-17th-2026ăƒťThe Rio Times https://www.riotimesonline.com/indonesia-msci-emerging-market-status-explained-2026/ăƒťInvestortrust https://investortrust.id/macro/119496/bi-angkat-bicara-soal-tekanan-rupiah-pascakeputusan-msci-tegaskan-akan-terus-jaga-stabilitas-nilai-tukarăƒťThe Malaysian Reserve https://themalaysianreserve.com/2026/10/07/ftse-affirms-indonesias-emerging-status-on-ongoing-reforms/ăƒťCallan https://www.callan.com/blog/emerging-market-concentration/ăƒťăżă‚“ă‹ăś 投資俥託 https://itf.minkabu.jp/news/2161 | 16m 56s | ||||||
| 10/17/26 | ă€10/17】AIăƒ‡ăƒźă‚żă‚ťăƒłă‚żăƒźç¤žĺ‚ľĺŽ‰ăŽé€ŁéŽ– ĺťşč¨é…ĺťśăŒĺ‹•ă‹ă™ć§‹é€ ĺ¤‰ĺŒ– | ă‚łă‚˘ă‚Śă‚Łăƒźăƒ–ç¤žĺ‚ľăŻéĄé˘ăŽ8ĺ‰˛ĺ‰˛ă‚Œă€MetaăŽHyperionĺ‚ľă‚‚91ăƒ‰ăƒŤĺ‰ĺžŒăŤă€‚ă‚ŞăƒŠă‚ŻăƒŤăŽCDSăŻ288ăƒ™ăƒźă‚ˇă‚šăƒă‚¤ăƒłăƒˆă§éŽĺŽťćœ€éŤ˜ă§ă™ă€‚ăƒ‡ăƒ•ă‚ŠăƒŤăƒˆă§ăŻăŞă雝力や水ă€ĺœ°ĺ…ƒăŽĺ寞ăŤă‚ˆă‚‹ĺťşč¨é…ĺťśăŒĺ‚ľĺˆ¸äžĄć źă‚’ĺ‹•ă‹ă™äť•çľ„ăżă€éŠ€čĄŒăŽăƒŞă‚šă‚Żç§ťčť˘ă€ă‚ŞăƒŠă‚ŻăƒŤăŽć źäť˜ă‘ă¨ăƒ•ă‚ŠăƒźăƒŤăƒłă‚¨ăƒłă‚¸ă‚§ăƒŤăŽĺźˇĺˆśĺŁ˛ă‚Šă€ă‚ŹăƒźăƒˆăƒŠăƒźăŽćŠ•čł‡ĺ›žĺŽčŠŚçŽ—を解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťă‚łă‚˘ă‚Śă‚Łăƒźăƒ–ç¤žĺ‚ľăŽéĄé˘8ĺ‰˛ĺ‰˛ă‚Œă¨MetaăŽHyperionĺ‚ľ91ăƒ‰ăƒŤăƒťăƒ—ăƒă‚¸ă‚§ă‚Żăƒˆăƒ•ă‚Ąă‚¤ăƒŠăƒłă‚šă¨ĺťşč¨é…ĺťśă€é›ťĺŠ›ă¨ć°´ăŽč¨ąčŞĺŻăƒŞă‚šă‚Żăƒťă‚ŞăƒŠă‚ŻăƒŤĺ‘ă‘čžčł‡ăŽčť˘ĺŁ˛ĺœćťžă€ä¸‰čąUFJă¨ä¸‰äş•ä˝ĺ‹ăŽăƒŞă‚šă‚Żç§ťčť˘ăƒťă‚ŞăƒŠă‚ŻăƒŤăŽć źäť˜ă‘ă€S&PăŻBBBăƒžă‚¤ăƒŠă‚šă€ăƒ ăƒźăƒ‡ă‚Łăƒźă‚şă¨ăƒ•ă‚ŁăƒƒăƒăŽčŠ•äžĄăƒťă‚ŞăƒŠă‚ŻăƒŤCDS288ăƒ™ăƒźă‚ˇă‚šăƒă‚¤ăƒłăƒˆă€ĺŞ’ä˝“ă”ă¨ăŤç•°ăŞă‚‹ć•°ĺ€¤ăƒťăƒ•ă‚ŠăƒźăƒŤăƒłă‚¨ăƒłă‚¸ă‚§ăƒŤă¨ĺźˇĺˆśĺŁ˛ă‚Šă€ç¤žĺ‚ľćŒ‡ć•°ăŽĺˆ¤ĺŽšăƒŤăƒźăƒŤăƒťă‚ŹăƒźăƒˆăƒŠăƒźčŠŚçŽ—ă€ĺż…čŚ8.5ĺ…†ăƒ‰ăƒŤăŤĺŻžă—茋螟ăż3.6ĺ…†ăƒ‰ăƒŤ-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťChainCatcher https://www.chaincatcher.com/en/article/2296767ăƒťFinimize https://finimize.com/content/investors-ditched-ai-linked-debt-as-worries-over-the-boom-mountăƒťFinimize Daily Brief https://finimize.com/content/your-daily-brief-for-october-17th-2026ăƒťForbes https://www.forbes.com/sites/giacomotognini/2026/10/16/why-debt-laden-neoclouds-could-become-a-trillion-dollar-wework-20/ăƒťTokenPost https://www.tokenpost.com/news/technology/27470ăƒťThe Star https://www.thestar.com.my/tech/tech-news/2026/09/19/oracle039s-18-billion-data-center-debt-under-pressure-ft-reportsăƒťStartup Fortune https://startupfortune.com/banks-are-now-trying-to-offload-the-ai-data-center-debt-they-just-underwrote/ăƒťComputing https://www.computing.co.uk/news/2026/ai/oracle-under-pressure-after-ratings-downgrade-over-ai-expansionăƒťStreetInsider https://www.streetinsider.com/Corporate+News/Moodys+affirms+Oracle+rating+at+Baa2+with+negative+outlook/25927273.htmlăƒťNewsquawk https://www.newsquawk.com/headlines/fitch-rates-oracles-orcl-senior-notes-offering-bbb-and-affirms-idr-with-outlook-stableăƒťGuruFocus https://www.gurufocus.com/news/9124975/credit-default-swaps-surge-for-us-tech-firms-amid-ai-sector-strain-oracle-orcl-spreads-hit-record-highăƒťRoic AI https://www.roic.ai/news/ai-debt-fears-surge-as-tech-default-insurance-hits-record-highs-10-15-2026ăƒťAI Weekly https://aiweekly.co/alerts/oracle-nvidia-alphabet-spacex-cds-hit-records-on-ai-debtăƒťMotley Fool https://www.fool.com/investing/2026/10/16/ai-debt-warning-signs-are-piling-up-why-bond-markets-are-getting-nervous-about-ai-infrastructure-spending/ăƒťGartner ăƒ—ăƒŹă‚šăƒŞăƒŞăƒźă‚š https://www.gartner.com/en/newsroom/press-releases/2026-10-14-gartner-says-over-us-dollars-three-and-a-half-trillion-of-artificial-intelligence-infrastructure-spending-could-be-exposed-to-impairment-by-the-end-of-2030 | 17m 12s | ||||||
| 10/17/26 | ă€10/17】繳鉹塼ćĽç”Ÿç”Ł0.7%増 čŁ˝é€ ćĽăŽäź¸ăłă‚’抑ăˆă‚‹çœŸĺ› | çął9ćœˆé‰ąĺˇĽćĽç”Ÿç”ŁăŻ0.7%増も丝彚ăŻĺ…Źç›Šäş‹ćĽăŽ3.5%ĺ˘—ă€‚čŁ˝é€ ćĽăŻ0.3%増ă€7ă€œ9ćœˆćœŸăŻĺš´çŽ‡0.7%ăŤć¸›é€Ÿă—ăžă—ăŸă€‚ćœˆćœŤFOMCĺ‰ăŤčŁ˝é€ ćĽăŽçžçŠśă‚’çˇăžă¨ă‚。ĺŠĺ°Žä˝“ă¨č‡Şĺ‹•čťŠăŽäşŒćĽľĺŒ–ă€ĺźˇă„ĺ—注やISMă¨äź¸ăłăŞă„ç”Ÿç”Łé‡ăŽăšă‚Œă€ç´ćœŸé…ĺťśă¨äşşć‰‹ä¸čśłăŒä˝œă‚‹äž›çľŚăŽĺ¤Šäş•ă‚’čŞăżč§Łăă€FRBăŽé›Łă—ă„ĺˆ¤ć–ă¨äťŠĺžŒăŽ3ă¤ăŽă‚ˇăƒŠăƒŞă‚Şă‚’解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťçąłé‰ąĺˇĽćĽç”Ÿç”Ł0.7%増ă€ĺ…Źç›Šäş‹ćĽ3.5%増ă¨čŁ˝é€ ćĽ0.3%増ăŽĺ†…č¨łăƒťĺŠĺ°Žä˝“ç”Ÿç”ŁăŒĺš´çŽ‡28.4%増ă€č‡Şĺ‹•čťŠ3.0%減ăŽäşŒćĽľĺŒ–ăƒťč¨ĺ‚™ç¨źĺƒçŽ‡76.9%ă¨č€äš…貥ĺ—注ă€çŠăżä¸ŠăŒă‚‹ĺ—ćł¨ćŽ‹ăƒťISMčŁ˝é€ ćĽć™ŻćłćŒ‡ć•°54.5ă¨ĺœ°ĺŒşé€ŁéŠ€čŞżćŸťă€čŚ‹é€šă—ăŽĺ…ąé€šă—ăŸä˝Žä¸‹ăƒťĺ…Ľčˇé…ĺťśă¨čŁ˝é€ ćĽăŽćą‚人増ă€äşşć‰‹ä¸čśłăŒä˝œă‚‹äž›çľŚăŽĺ¤Šäş•ăƒťPPIĺ‰ĺš´ćŻ”6.3%ă¨ĺŽŸć˛š110ăƒ‰ăƒŤă€FRBăŽ10ćœˆFOMCă¸ăŽĺŤć„ăƒťäž›çľŚĺˆśç´„ăŽč§Łćśˆă€é•ˇćœŸĺŒ–ă€éœ€čŚĺ¤ąé€ŸăŽ3ă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťFRB 鉹塼ćĽç”Ÿç”Łă¨č¨ĺ‚™ç¨źĺƒçŽ‡ G.17 https://www.federalreserve.gov/releases/g17/current/default.htmăƒťçąłĺ›˝ĺ‹˘čŞżćŸťĺą€ č€äš…貥ĺ—ćł¨é€Ÿĺ ą https://www.census.gov/manufacturing/m3/adv/pdf/durgd.pdfăƒťISM čŁ˝é€ ćĽć™ŻćłćŒ‡ć•°ăƒŹăƒăƒźăƒˆ https://www.ismworld.org/globalassets/pub/research-and-surveys/rob/pmi/baby202609pmi.pdfăƒťçąłĺŠ´ĺƒçľąč¨ˆĺą€ é›‡ç”¨çľąč¨ˆ https://www.bls.gov/news.release/archives/empsit_10022026.htmăƒťăƒ‹ăƒĽăƒźăƒ¨ăƒźă‚Żé€ŁéŠ€ Empire State Manufacturing Survey https://www.newyorkfed.org/medialibrary/media/survey/empire/empire2026/2026_10_empire-state-manufacturing-survey.pdfăƒťăƒ•ă‚ŁăƒŠăƒ‡ăƒŤăƒ•ă‚Łă‚˘é€ŁéŠ€ Manufacturing Business Outlook Survey https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/mbos-2026-10ăƒťWSAU https://wsau.com/2026/10/16/us-manufacturing-output-rises-in-september/ăƒťTrading Economics https://tradingeconomics.com/united-states/manufacturing-pmi/news/588819ăƒťState Economic Watch https://www.stateeconomicwatch.com/2026/09/dallas-fed-manufacturing-indexes.htmlăƒťCrypto Briefing https://cryptobriefing.com/richmond-fed-manufacturing-index-september-2026/ăƒťManufacturing Dive https://www.manufacturingdive.com/news/bls-september-manufacturing-employment-situation-august-jolts-2026/831988/ăƒťNewsquawk https://www.newsquawk.com/headlines/us-market-wrap-stocks-recover-from-recent-weakness-as-ai-concerns-easeăƒťRigzone https://www.rigzone.com/news/wire/brent_oil_hits_110_as_supply_risks_mount-16-oct-2026-184870-article/ăƒťJPMorgan https://www.jpmorgan.com/insights/markets-and-economy/economy/federal-reserve-raises-rates-officials-signal-one-more-hike-in-2026ăƒťEuronews https://www.euronews.com/2026/10/16/feds-warsh-sees-ai-boosting-productivity-but-gives-no-signal-on-next-rate-hikeăƒťThe Rio Times https://www.riotimesonline.com/global-economy-briefing-october-17-2026/ | 15m 34s | ||||||
| 10/17/26 | ă€10/17ă€‘ĺŽŸć˛š110ăƒ‰ăƒŤĺˆ°é” ăƒă‚¤ăƒ†ă‚Żć ŞĺŽ‰ă¨é€Łĺ‹•ă™ă‚‹ç†ç”ą | ăƒ–ăƒŹăƒłăƒˆĺŽŸć˛šăŒ5ćœˆäťĽćĽăŽ110ăƒ‰ăƒŤăŤĺˆ°é”ă—ă€ăƒŠă‚šăƒ€ăƒƒă‚ŻăŻ2.14%厉ă€ĺŠĺ°Žä˝“ćŒ‡ć•°ăŻ8ć—Ľçśšč˝ă¨ăŞă‚Šăžă—ăŸă€‚ĺŽŸć˛šéŤ˜ăŒé‡‘ĺˆŠă‚’é€šă˜ăŚAIć Şă‚’ćşă•ăśă‚‹ć§‹ĺ›łă‚’解誏ă—ăžă™ă€‚ĺŽŸć˛šéŤ˜ăŽčƒŒć™ŻăŤă‚ă‚‹ä¸ćąă¨ăƒă‚ˇă‚˘ăŽäž›çľŚä¸ĺŽ‰ă€CoreWeaveăŽç¤žĺ‚ľć€Ľč˝ă¨ĺŠĺ°Žä˝“ć ŞăŽé€ŁçśšĺŽ‰ă€MSCIăŤă‚ˆă‚‹ăƒĄă‚żăƒ—ăƒŠăƒăƒƒăƒˆé™¤ĺ¤–ĺ€™čŁœăŽćŒ‡ĺŽšă€ă‚˘ăƒłă‚˝ăƒăƒ”ăƒƒă‚ŻăŽä¸Šĺ ´čŠ•äžĄčŚ‹ç›´ă—ăŞăŠäťŠćœăŽä¸ťčŚăƒˆăƒ”ăƒƒă‚Żă‚’č§ŁčŞŹă—ăžă™ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťăƒ–ăƒŹăƒłăƒˆĺŽŸć˛š110ăƒ‰ăƒŤĺˆ°é”ă¨ăƒ¤ăƒłăƒ–ăƒźć¸Żć”ťć’ƒă€ćˆŚç•ĽçŸłć˛šĺ‚™č“„1700万ăƒăƒŹăƒŤć”žĺ‡şăŽĺŠšćžœăƒťăƒŠă‚šăƒ€ăƒƒă‚Ż2.14%厉ă¨CoreWeaveć Ş12%下č˝ă€ĺŠĺ°Žä˝“ć ŞćŒ‡ć•°8ć—Ľçśšč˝ăŽčƒŒć™ŻăƒťMSCIć–°ăƒŤăƒźăƒŤă§ă‚šăƒˆăƒŠăƒ†ă‚¸ăƒźă¨ăƒĄă‚żăƒ—ăƒŠăƒăƒƒăƒˆăŒĺ‰Šé™¤ĺ€™čŁœăŤă€ćœ€çľ‚ăƒŞă‚šăƒˆăŻ11ćœˆ11ć—Ľăƒť9ćœˆčź¸ĺ…Ľç‰ŠäžĄ1.1%ä¸Šć˜‡ă¨é‰ąĺˇĽćĽç”Ÿç”Ł0.7%増ă€ă‚Śă‚Šăƒźă‚ˇăƒĽFRBč°é•ˇăŽç™şč¨€ăƒťăƒˆă‚ĽăƒŤăƒźă‚¤ă‚šăƒˆăŽčžčł‡ĺ‚ľć¨ŠĺŁ˛ĺ´ă¨ăƒ—ăƒŤăƒźăƒ•ăƒă‚¤ăƒłăƒˆăŤă‚ˆă‚‹ăƒăƒăƒ‹ă‚š63ĺ„„ăƒ‰ăƒŤč˛ˇĺŽăƒťă‚˘ăƒłă‚˝ăƒăƒ”ăƒƒă‚Żä¸Šĺ ´čŠ•äžĄéĄăŒ1.5ĺ…†ăƒ‰ăƒŤăŤă€çŹŹ3ĺ››ĺŠćœŸĺŁ˛ä¸ŠéŤ˜168ĺ„„ăƒ‰ăƒŤăƒťIMFä¸–ç•ŒéŠ€čĄŒĺš´ćŹĄçˇäźšăŽč°é•ˇĺŁ°ć˜Žă¨ćĽé€ąăŽăƒ†ă‚šăƒŠă€ăƒĄă‚żćąşçŽ—-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťBloomberg(Rigzone掲蟉 10ćœˆ17ć—Ľ) https://www.rigzone.com/news/wire/brent_oil_hits_110_as_supply_risks_mount-16-oct-2026-184870-article/ăƒťReuters(Investing.com掲蟉 10ćœˆ17ć—Ľ) https://www.investing.com/news/commodities-news/oil-edges-down-as-investors-weigh-possible-us-sanctions-on-shadow-fleet-4952926ăƒťCNN(Yahoo Finance掲蟉 10ćœˆ17ć—Ľ) https://finance.yahoo.com/markets/stocks/articles/nasdaq-sinks-more-2-investors-191031142.htmlăƒťReuters(10ćœˆ17ć—Ľ) https://www.centraloregondaily.com/news/consumer/s-p-500-nasdaq-set-for-steep-weekly-losses-as-ai-jitters-rattle-investors/article_937c5b9d-21b7-5a65-94b8-d8c4fe61fbff.htmlăƒťInvesting.com(10ćœˆ16ć—Ľ) https://www.investing.com/news/stock-market-news/strategy-faces-removal-from-msci-indexes-under-new-rules-93CH-4954601ăƒťHammerstone Markets(Investrade掲蟉 10ćœˆ17ć—Ľ) https://investrade.com/market-review-october-16-2026/ăƒťCapital Brief(10ćœˆ17ć—Ľ) https://www.capitalbrief.com/newsletter/chip-stocks-drag-nasdaq-to-worst-week-since-tariff-turmoil-b9704a39-9864-4fae-9e22-ac03d37d18c5/ăƒťReuters(MarketScreener掲蟉 10ćœˆ16ć—Ľ) https://www.marketscreener.com/news/investors-temper-anthropic-ipo-valuation-expectations-over-revenue-growth-slowdown-sources-say-ce785dd3d18ef225ăƒťThe Blye Sheet(10ćœˆ16ć—Ľ) https://theblyesheet.substack.com/p/the-blye-sheet-before-the-bell-october-5ce | 15m 09s | ||||||
| 10/16/26 | ă€10/16ă€‘çąłĺœ°ĺŒşé€ŁéŠ€čŞżćŸť 2027ĺš´č¨ĺ‚™ćŠ•čł‡ăŒç¤şă™ć§‹é€ ĺ¤‰ĺŒ– | NY連銀ăŽć™ŻćłćŒ‡ć•°ăŻ25.5ă¨ç´„5ĺš´ăśă‚ŠéŤ˜ć°´ćş–ă€ăƒ•ă‚ŁăƒŠăƒ‡ăƒŤăƒ•ă‚Łă‚˘é€ŁéŠ€ăŻ20.9ăŤĺŠć¸›ă€‚ćĽĺš´ăŽč¨ĺ‚™ćŠ•čł‡ă‚’減らă™äźćĽăŻă‚źăƒă§ă—ăŸă€‚需čŚăŽć€Ľĺ›žĺžŠă¨äž›çľŚĺˆśç´„ă€ĺ—注ăŽć€Ľć¸›é€Ÿă¨ĺ€¤ä¸Šă’ăŽçś™çśšă€PPIăŽć€Ľäź¸ă‚’čŞăżč§Łăă€ç‰šĺˆĽčłŞĺ•ăŒç¤şă™ITă‹ă‚‰ĺˇĽĺ ´č¨ĺ‚™ă¸ç§ťă‚‹ćŠ•čł‡ăŽé‡ĺżƒă¨ă€FRBăŽĺˆ¤ć–ă‚„ć—ĽćœŹăŽćŠŸć˘°éœ€čŚă¸ăŽĺŤć„を解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťNYé€ŁéŠ€čŁ˝é€ ćĽć™Żć°—ćŒ‡ć•°25.5ă€ĺ—注怼増ă¨äž›çľŚĺ…Ľć‰‹é›ŁăŽĺŒć™‚é€˛čĄŒăƒťăƒ•ă‚ŁăƒŠăƒ‡ăƒŤăƒ•ă‚Łă‚˘é€ŁéŠ€ć™ŻćłćŒ‡ć•°20.9ă€ć–°čŚĺ—注4.3ă¨č˛ŠĺŁ˛äžĄć źä¸Šć˜‡ăƒťé›‡ç”¨ć¨Şă°ă„ă¨ĺŠ´ĺƒć™‚間低下ă€äşşć‰‹ä¸čśłă¨ĺ…ˆčĄŒă茋通ă—ăŽć‚ŞĺŒ–ăƒťçąłPPIĺ‰ĺš´ćŻ”6.3%ă€ĺˇä¸Šă‹ă‚‰ĺˇä¸‹ă¸ćł˘ĺŠă™ă‚‹äžĄć źčť˘ĺŤăƒťç‰šĺˆĽčłŞĺ•ă§2027ĺš´č¨ĺ‚™ćŠ•čł‡ă‚’減らă™äźćĽă‚źăƒă€ćŠŸć˘°ă¨ĺťşç‰Šă¸ă‚ˇăƒ•ăƒˆăƒťăƒ‡ă‚¤ăƒŞăƒźçˇčŁăŽç™şč¨€ă¨10ćœˆFOMCă€çął10ĺš´ĺ‚ľ5%ĺ°ăŽčł‡é‡‘調é”ă‚łă‚šăƒˆăƒťćŠ•čł‡ĺŽŸčĄŒă€č¨ˆç”ťä¸‹ćŒŻă‚Œă€äž›çľŚĺˆśç´„é•ˇćœŸĺŒ–ăŽ3ă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťăƒ‹ăƒĽăƒźăƒ¨ăƒźă‚Żé€ŁéŠ€ Empire State Manufacturing Survey https://www.newyorkfed.org/medialibrary/media/survey/empire/empire2026/2026_10_empire-state-manufacturing-survey.pdfăƒťăƒ‹ăƒĽăƒźăƒ¨ăƒźă‚Żé€ŁéŠ€ čŞżćŸťćŚ‚čŚ https://www.newyorkfed.org/survey/empire/empiresurvey_overviewăƒťăƒ•ă‚ŁăƒŠăƒ‡ăƒŤăƒ•ă‚Łă‚˘é€ŁéŠ€ Manufacturing Business Outlook Survey 2026ĺš´10ćœˆ https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/mbos-2026-10ăƒťăƒ•ă‚ŁăƒŠăƒ‡ăƒŤăƒ•ă‚Łă‚˘é€ŁéŠ€ Manufacturing Business Outlook Survey 2025ĺš´10ćœˆ https://www.philadelphiafed.org/surveys-and-data/regional-economic-analysis/mbos-2025-10ăƒťNewsquawk https://www.newsquawk.com/headlines/us-market-wrap-stocks-recover-from-recent-weakness-as-ai-concerns-easeăƒťAxios https://www.axios.com/2026/10/06/fed-ai-daly-inflation-chipsăƒťĺ¤–ç‚şăŠăŁă¨ă‚łăƒ ăƒžăƒč‚˛ăƒăƒŁăƒłăƒăƒŤ https://www.gaitame.com/media/entry/2026/10/16/080743 | 15m 23s | ||||||
| 10/16/26 | ă€10/16ă€‘ć—ĽçľŒĺšłĺ‡3318円厉 下ă’ăŽ7割ăŒć•°éŠ˜ćŸ„ăŤĺă‚‹ć§‹é€ | ć—ĽçľŒĺšłĺ‡ăŻ10ćœˆ15ć—ĽăŤ3318円厉ă¨ć´äťŁ3番盎ăŽä¸‹ă’嚅。AIĺŠĺ°Žä˝“ć ŞăŒä¸‹ă’ăŽ74%ă‚’ĺ ă‚ă€ă‚˘ăƒ‰ăƒăƒłăƒ†ă‚šăƒˆ1礞ă§1300円を抟ă—下ă’ăžă—ăŸă€‚ă‚łă‚˘ă‚Śă‚Łăƒźăƒ–ăŽç¤žĺ‚ľć€Ľč˝ă¨çąłç‰ŠäžĄăŽä¸ŠćŒŻă‚ŒăŒAIć ŞĺŁ˛ă‚Šă‚’ć‹›ă„ăŸçľŒçˇŻă€TOPIXă¨ăŽäš–離ăŤčĄ¨ă‚ŒăŸćŒ‡ć•°ć§‹é€ ăŽĺă‚Šă€ĺ¸‚ĺ ´ăŽçžĺ ´ă¨ĺ˝“幀ă€ä¸–ç•ŒăŽčł‡é‡‘ăŽćľă‚Œă‹ă‚‰čŚ‹ăŸč§Łé‡ˆă€äťŠĺžŒăŽ3ă¤ăŽă‚ˇăƒŠăƒŞă‚Şă‚’解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťć—ĽçľŒĺšłĺ‡3318円厉ă€ä¸‹č˝çŽ‡4.9%ă¨TOPIX2.4%ăŽäš–é›˘ăƒťă‚˘ăƒ‰ăƒăƒłăƒ†ă‚šăƒˆ1303円ă€ćąäşŹă‚¨ăƒŹă‚Żăƒˆăƒăƒł442円ăŽĺŻ„ä¸ŽĺşŚăƒťć§‹ćˆćŻ”率10%上é™ăƒŤăƒźăƒŤă¨ă‚ăƒŁăƒƒăƒ—čŞżć•´ăŽé™ç•Œăƒťă‚łă‚˘ă‚Śă‚Łăƒźăƒ–礞傾ăŒéĄé˘ăŽ8ĺ‰˛ĺ‰˛ă‚Œă€AI資金調é”ă¸ăŽäżĄç”¨ä¸ĺŽ‰ăƒťçąłCPI3.7%ă¨10ćœˆFOMCĺˆŠä¸Šă’茳渏ă€çąłĺ›˝ĺ‚ľăŽé€ƒéżč˛ˇă„ăƒťéŸ“ĺ›˝ć Ş8%蜅厉ă€SKăƒă‚¤ăƒ‹ăƒƒă‚Żă‚šă‚„TSMCăŤĺşƒăŒă‚‹ĺŠĺ°Žä˝“é€ŁéŽ–ĺŽ‰ăƒťPER15ĺ€ăŽčŠ•äžĄă¨ăƒă‚¤ă‚¤ăƒźăƒŤăƒ‰ĺ‚ľă‚šăƒ—ăƒŹăƒƒăƒ‰ă€3ă¤ăŽă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťOANDA ć—ĽçľŒĺšłĺ‡ă‚ľăƒžăƒŞăƒź https://www.oanda.jp/lab-education/market_news/mn_1039064_202610151753/ăƒťOANDA ć—ĽçľŒĺšłĺ‡ă‚ľăƒžăƒŞăƒź16ć—Ľĺˆĺ‰ https://www.oanda.jp/lab-education/market_news/mn_1039239_202610161158/ăƒťč˛ĄçľŒć–°čž ç›¸ĺ ´ĺą•ćœ› https://www.zaikei.co.jp/article/20261016/873699.htmlăƒťč˛ĄçľŒć–°čž ĺžŒĺ ´ăŽćł¨ç›Žăƒă‚¤ăƒłăƒˆ https://www.zaikei.co.jp/article/20261016/873771.htmlăƒťćąäşŹĺ ąé“ć–°čž https://tokyonewsmedia.com/archives/29239ăƒťćĽ˝ĺ¤Šč¨źĺˆ¸ ăƒˆă‚Śă‚ˇăƒŤ https://media.rakuten-sec.net/articles/-/53772ăƒťé‡Žć‘č‰ĺˆ¸ Wealth Style https://www.nomura.co.jp/wealthstyle/article/0908/ăƒťç†ŠćœŹć—Ľć—Ľć–°čž https://kumanichi.com/articles/2043125ăƒťć—ĽçľŒĺšłĺ‡ăƒ—ăƒăƒ•ă‚ŁăƒŤ ćŒ‡ć•°ĺ…Źĺźčł‡ć–™ https://indexes.nikkei.co.jp/nkave/archives/news/20260731J_1.pdfăƒťăƒ‹ăƒĽăƒźă‚şă‚Śă‚Łăƒźă‚Żć—ĽćœŹç‰ˆ https://www.newsweekjapan.jp/articles/-/311998?display=băƒťBigGo Finance https://finance.biggo.com/news/7fd77533-71f1-41ab-b7e3-830e43f1c6dcăƒťBusiness Recorder https://www.brecorder.com/news/40444359/japans-nikkei-plunges-as-tech-stocks-hammered-by-ai-rate-hike-worriesăƒťYahoo Finance https://finance.yahoo.com/markets/stocks/articles/asian-markets-sell-off-ai-005808521.htmlăƒťBusinessDay https://www.businessday.co.za/world/americas/2026-10-13-imf-warns-of-risks-from-ai-market-correction-and-war/ăƒťSeoul Economic Daily https://en.sedaily.com/international/2026/10/16/us-rate-path-clouded-as-markets-await-warshs-oct-16-remarksăƒťTradingKey https://www.tradingkey.com/analysis/stocks/us-stocks/262218050-tsmc-q3-earnings-beat-ai-demand-revenue-profit-record-tradingkey | 17m 12s | ||||||
| 10/16/26 | ă€10/16】繳PPI6.3%ä¸Šć˜‡ă§ă‚‚é‡‘ĺˆŠä˝Žä¸‹ 俥用ä¸ĺŽ‰ăŽć§‹ĺ›ł | çął9ćœˆPPIăŻĺ‰ĺš´ćŻ”6.3%ä¸Šć˜‡ă¨äşˆćƒłă‚’大ăă上回ăŁăŸăŽăŤă€10ĺš´ĺ‚ľĺˆŠĺ›žă‚ŠăŻ5.10%ă¸ä˝Žä¸‹ă—ăžă—ăŸă€‚牊䞥ă¨äżĄç”¨ä¸ĺŽ‰ă€ăŠăĄă‚‰ăŒç›¸ĺ ´ă‚’ĺ‹•ă‹ă™ăŽă§ă—ょă†ă‹ă€‚ă‚¨ăƒŒăƒ“ăƒ‡ă‚Łă‚˘ăŽăƒ•ă‚˘ăƒłCEOăŤă‚ˆă‚‹ă‚łă‚˘ă‚Śă‚Łăƒźăƒ–ć“čˇç™şč¨€ă€ćœ€éŤ˜ç›Šă§ă‚‚下č˝ă—ăŸTSMCă€ă‚Źă‚˝ăƒŞăƒłéŤ˜ăŒćŠźă—上ă’ăŸçąłĺ°ĺŁ˛ĺŁ˛ä¸ŠéŤ˜ă€ćœŹć—ĽăŽă‚Śă‚Šăƒźă‚ˇăƒĽFRBč°é•ˇăŽĺŻžčŤ‡ăŞăŠäťŠćœăŽä¸ťčŚăƒˆăƒ”ăƒƒă‚Żă‚’č§ŁčŞŹă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťçął9ćœˆç”Ÿç”Łč€…ç‰ŠäžĄćŒ‡ć•°ăŒĺ‰ĺš´ćŻ”6.3%ä¸Šć˜‡ă€ă‚łă‚˘ćŒ‡ć•°ă‚‚2023ĺš´1ćœˆäťĽćĽăŽäź¸ăłăƒťç‰ŠäžĄä¸ŠćŒŻă‚Œă§ă‚‚çąłĺ›˝ĺ‚ľĺˆŠĺ›žă‚ŠăŒä˝Žä¸‹ă€10ćœˆFOMCĺˆŠä¸Šă’茳渏ăŻç´„27%ă¸ĺžŒé€€ăƒťă‚¨ăƒŒăƒ“ăƒ‡ă‚Łă‚˘ăŽăƒ•ă‚˘ăƒłCEOă€ă‚łă‚˘ă‚Śă‚Łăƒźăƒ–ă¸ăŽć”Żć´ăŻä¸čŚă¨ç™şč¨€ă€ç¤žĺ‚ľĺˆŠĺ›žă‚ŠăŻç´„16%ăƒťTSMCăŒ6ĺ››ĺŠćœŸé€ŁçśšăŽćœ€éŤ˜ç›Šă‚‚ć ŞäžĄä¸‹č˝ă€ĺŠĺ°Žä˝“ć ŞćŒ‡ć•°ăŻ7ĺ–śćĽć—Ľçśšč˝ăƒťéŸ“ĺ›˝çˇĺˆć ŞäžĄćŒ‡ć•°ăŒç´„8%下č˝ă€ă‚ľăƒ ă‚šăƒłé›ťĺă¨SKăƒă‚¤ăƒ‹ăƒƒă‚Żă‚šăŒć€Ľč˝ăƒťçął9ćœˆĺ°ĺŁ˛ĺŁ˛ä¸ŠéŤ˜ăŻ0.8%増ă€ă‚Źă‚˝ăƒŞăƒłă‚’除ăă¨0.2%増ăŤă¨ăŠăžă‚‹ăƒťă‚˘ăƒŤă‚łă‚˘ă€J.B.ăƒăƒłăƒˆă€ă‚¤ăƒłă‚żăƒŠă‚Żăƒ†ă‚Łăƒ– ăƒ–ăƒăƒźă‚Ťăƒźă‚şăŽćąşçŽ—ă¨ć™‚間外ăŽć ŞäžĄĺĺżœ-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťCNN https://www.cnn.com/2026/10/15/economy/us-retail-sales-wholesale-inflation-ppi-septemberăƒťDaily Caller https://dailycaller.com/2026/10/15/major-inflation-gauge-for-businesses-spikes-to-highest-level-in-4-years/ăƒťInvesting.com https://www.investing.com/news/stock-market-news/us-stock-futures-fall-as-hot-inflation-revives-fed-hike-concerns-4950317ăƒťTradingView https://www.tradingview.com/news/seekingalpha:1259ad957094b:0-nvidia-does-not-need-to-backstop-coreweave-jensen-huang-says/ăƒťTipRanks https://www.tipranks.com/news/nvidia-ceo-rejects-need-for-coreweave-bailout-as-debt-fears-intensifyăƒťTheStreet https://www.thestreet.com/stock-market-today/stock-market-today-dow-jones-sp-500-nasdaq-updates-oct-15-2026ăƒťBloomberg https://www.bloomberg.com/news/articles/2026-10-15/chip-stocks-deepen-losses-as-concerns-mount-over-rates-ai-debtăƒťUS News https://www.usnews.com/news/business/articles/2026-10-15/retail-sales-up-a-better-than-expected-0-8-in-september-as-shoppers-remain-resilientăƒťinvestingLive https://investinglive.com/news/investinglive-americas-market-news-wrap-yields-continue-to-fall-even-after-hot-ppi-data/ăƒťCNBC https://www.cnbc.com/2026/10/15/stocks-making-the-biggest-moves-after-hours-ibkr-jbht-aa.html | 17m 11s | ||||||
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| 10/15/26 | ă€10/15ă€‘ćŠŸć˘°ĺ—注ă¨é‰ąĺˇĽćĽç”Ÿç”Ł ĺ—注増ă§ă‚‚ç”Ÿç”ŁăŒć¸›ă‚‹çœŸĺ› | 8ćœˆăŽă‚łă‚˘ćŠŸć˘°ĺ—注ăŻĺ‰ćœˆćŻ”5.2%増ă€ĺŒă˜ć—ĽăŤé‰ąĺˇĽćĽç”Ÿç”Łç˘şĺ ąăŻ2.4%減ă€ç¨źĺƒçŽ‡ăŻ4.2%低下。注文ăŻçŠăżä¸ŠăŒă‚‹ăŽăŤä˝œă‚ŒăŞă„čŁ˝é€ ćĽăŽć§‹é€ を解誏ă—ăžă™ă€‚ç†ŠćœŹĺœ°éœ‡ăŤă‚ˆă‚‹č‡Şĺ‹•čťŠă‚„ĺŠĺ°Žä˝“ĺˇĽĺ ´ăŽĺœć˘ă€30ă‚Ťćœˆé€Łçśšă§ç¸Žĺ°ă™ă‚‹ç”Ÿç”Łčƒ˝ĺŠ›ă€AIă¨ĺŠĺ°Žä˝“需čŚăŤć”Żăˆă‚‰ă‚ŒăŸĺˇĽä˝œćŠŸć˘°ĺ—注ăŽäź¸ăłă‚’手ăŒă‹ă‚ŠăŤă€ĺ—注ă¨ç”Ÿç”ŁăŽăšă‚ŒăŒä¸€ć™‚çš„ăŞă‚‚ăŽă‹ć§‹é€ çš„ăŞă‚‚ăŽă‹ă‚’č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒť8ćœˆă‚łă‚˘ćŠŸć˘°ĺ—注1ĺ…†0698億円ă€ĺ‰ĺš´ćŻ”18.6%増ă¨ĺŸşčŞżĺˆ¤ć–ćŽăˆç˝ŽăăƒťĺˇĽä˝œćŠŸć˘°ĺ—注ăŻ9ćœˆ2232億円ă§éŽĺŽťćœ€éŤ˜ă€AIă¨ĺŠĺ°Žä˝“ăŽĺ¤–需ăŒç‰˝ĺź•ăƒťé‰ąĺˇĽćĽç”Ÿç”Łç˘şĺ ąăŻé€Ÿĺ ąă‹ă‚‰ä¸‹ć–šäżŽćŁă€č‡Şĺ‹•čťŠ6.8%減ăŒä¸‹ă’ăŽ4ĺ‰˛ăƒťç”Ÿç”Łç”¨ćŠŸć˘°ăŻĺ‰ĺš´ćŻ”24.7%増ă€č¨ĺ‚™ĺ‘ă‘ă¨ćśˆč˛ťč˛ĄăŽäşŒćĽľĺŒ–ăƒťç¨źĺƒçŽ‡ćŒ‡ć•°103.2ăŤć€Ľä˝Žä¸‹ă€ç”Ÿç”Łčƒ˝ĺŠ›ăŻ30ă‚Ťćœˆé€ŁçśšăŽĺ‰ĺš´ĺ‰˛ă‚Œăƒť7ă€œ9ćœˆćœŸç”Ÿç”ŁăŽčŠŚçŽ—ă¨9ćœˆäşˆć¸ŹćŒ‡ć•°3.2%増ă€čŁœćŁĺ€¤1.6%ĺ˘—ăƒťé †čŞżĺ›žĺžŠă€ĺ›žĺžŠé…ă‚Œă€AI投資ĺ蝢ăŽ3ă‚ˇăƒŠăƒŞă‚Şă¨ăƒŞă‚šă‚Ż-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťĺ†…é–Łĺşœ ćŠŸć˘°ĺ—ćł¨çľąč¨ˆčŞżćŸťĺ ąĺ‘Š https://www.esri.cao.go.jp/jp/stat/juchu/juchu.htmlăƒťçľŒć¸ˆç”ŁćĽçœ 鉹塼ćĽćŒ‡ć•° https://www.meti.go.jp/statistics/tyo/iip/ăƒťçľŒć¸ˆç”ŁćĽçœ çľŒć¸ˆč§ŁćžĺŽ¤ăƒ‹ăƒĽăƒźă‚š https://www.meti.go.jp/statistics/toppage/report/archive/kako/20260930_1.htmlăƒťć°—čąĄĺş äť¤ĺ’Œ8ĺš´ç†ŠćœŹĺœ°éœ‡ăƒăƒźă‚żăƒŤ https://www.jma.go.jp/jma/menu/20260728_kumamoto_jishin.htmlăƒťfx.co https://www.fx.co/en/forex-news/3225835ăƒťčŁ˝é€ çžĺ ´ăƒ‰ăƒƒăƒˆă‚łăƒ https://seizougenba.com/node/14517ăƒťçŹŹä¸€ăƒŠă‚¤ăƒ•čł‡ç”Łé‹ç”¨çľŒć¸ˆç ”犜所 ĺˇĽä˝œćŠŸć˘°ĺ—ćł¨ăƒŹăƒăƒźăƒˆ https://www.dlri.co.jp/files/macro/666459.pdfăƒťçŹŹä¸€ăƒŠă‚¤ăƒ•čł‡ç”Łé‹ç”¨çľŒć¸ˆç ”犜所 鉹塼ćĽç”Ÿç”ŁăƒŹăƒăƒźăƒˆ https://www.dlri.co.jp/files/macro/666106.pdfăƒťăƒ‹ăƒƒă‚ťă‚¤ĺŸşç¤Žç ”çŠść‰€ çľŒć¸ˆé‡‘čžăƒ•ăƒŠăƒƒă‚ˇăƒĽ https://www.nli-research.co.jp/report/detail/id=86928?site=nliăƒťä¸‰čąUFJăƒŞă‚ľăƒźăƒ&ă‚łăƒłă‚ľăƒŤăƒ†ă‚Łăƒłă‚° çŸčŚłĺˆ†ćžăƒŹăƒăƒźăƒˆ https://www.murc.jp/wp-content/uploads/2026/10/tankan_res_2610_01.pdfăƒťLOGISTICS TODAY https://www.logi-today.com/982478 | 16m 57s | ||||||
| 10/15/26 | ă€10/15】CoreWeaveç¤žĺ‚ľĺˆŠĺ›žă‚Š15% AIĺ€Ÿé‡‘ăŽĺŽŸć…‹ | CoreWeaveăŽć ŞäžĄăŻ10ćœˆ14ć—ĽăŤ15.46%下č˝ă€‚6ćœˆăŤç™şčĄŒă—ăŸç¤žĺ‚ľăŻéĄé˘ăŽ8割を割り螟ăżă€ĺˆŠĺ›žă‚ŠăŻ15%čż‘ăăŤé”ă—ăžă—ăŸă€‚GPUă¨éĄ§ĺŽ˘ĺĽ‘ç´„ă‚’ć‹…äżăŤă—ăŸĺ€Ÿĺ…ĽăŽäť•çľ„ăżă€ăƒžă‚¤ă‚Żăƒă‚˝ăƒ•ăƒˆă¸ăŽäžĺ˜ă€ă‚ŞăƒŠă‚ŻăƒŤăŞăŠé–˘é€Łć Şă¸ăŽćł˘ĺŠă€ä¸‰čąUFJăŒä¸ťĺššäş‹ă‚’ĺ‹™ă‚ăŸčžčł‡ă‚’解誏ă—ă€äťŠĺžŒăŽĺą•é–‹ă‚’3ă¤ăŽă‚ˇăƒŠăƒŞă‚Şă§č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťCoreWeaveć Ş15%下č˝ă¨2032ĺš´ćş€ćœŸç¤žĺ‚ľăŽéĄé˘ĺ‰˛ă‚ŒăƒťCDSäżé™şć–™6.43%ă¨ĺ‚ľĺ‹™ä¸ĺąĽčĄŒç˘şçŽ‡ăŽčŚ‹ć–šăƒťĺ—注掋1042ĺ„„ăƒ‰ăƒŤă¨ć”Żć‰•ĺˆŠćŻ6ĺ„„4000ä¸‡ăƒ‰ăƒŤăŽĺˇŽăƒťGPUă¨éĄ§ĺŽ˘ĺĽ‘ç´„ă‚’ć‹…äżăŤă—ăŸĺ€Ÿĺ…Ľ é‡‘ĺˆŠĺˇŽ2.25%ă‹ă‚‰5.50%ăƒťĺŁ˛ä¸ŠăŽ67%ăŒăƒžă‚¤ă‚Żăƒă‚˝ăƒ•ăƒˆ 饧厢集ä¸ăŽăƒŞă‚šă‚Żăƒťă‚ŞăƒŠă‚ŻăƒŤă‚„NebiusăŤĺşƒăŒăŁăŸAIă‚¤ăƒłăƒ•ăƒŠć ŞăŽĺŁ˛ă‚Šăƒťä¸‰čąUFJ丝嚚事ăŽčžčł‡ă¨AI関連傾ăŽç™şčĄŒć¸›ĺ°‘-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťă‚˝ă‚ŚăƒŤçľŒć¸ˆć–°čž https://en.sedaily.com/international/2026/10/15/hot-us-inflation-squeezes-ai-debt-and-rich-world-budgetsăƒťăƒ•ă‚Šăƒźăƒ–ă‚š https://www.forbes.com/sites/jimosman/2026/10/14/coreweave-bonds-are-warning-of-a-bigger-problem-for-ai-stocks/ăƒťăƒ•ă‚Šăƒźăƒ–ă‚š https://www.forbes.com/sites/mayrarodriguezvalladares/2026/10/03/private-credit-and-equity-face-warnings-on-ai-lending-concentration/ăƒťStartup Fortune https://startupfortune.com/coreweave-bond-yields-near-15-percent-as-stock-sinks-on-ai-debt-fears/ăƒťCoreWeave 投資厜ĺ‘ă‘ćƒ…ĺ ą ç¤žĺ‚ľç™şčĄŒ https://investors.coreweave.com/news/news-details/2026/CoreWeave-Announces-Pricing-of-1-25-Billion-of-Senior-Notes-and-2-Billion-of-Senior-Notes/default.aspxăƒťCoreWeave 投資厜ĺ‘ă‘ćƒ…ĺ ą čžčł‡ĺĽ‘ç´„ https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-3-1-Billion-Loan-Facility-Expanding-Access-to-Public-Markets-for-GPU-Backed-Financing/default.aspxăƒťStock Titan ĺš´ćŹĄĺ ąĺ‘Šć›¸ https://www.stocktitan.net/sec-filings/CRWV/10-k-core-weave-inc-files-annual-report-765643168fc2.htmlăƒťSiliconANGLE https://siliconangle.com/2026/10/14/shares-of-oracle-neoclouds-drop-on-coreweave-debt-concerns/ăƒťBenzinga https://www.benzinga.com/markets/prediction-markets/26/10/62231783/coreweave-ai-loan-uptime-riskăƒťBenzinga https://www.benzinga.com/markets/prediction-markets/26/10/62353703/coreweave-stock-zero-ai-boom-gil-luriaăƒťTIKR https://www.tikr.com/blog/coreweave-stock-fell-nearly-8-in-a-day-on-an-openai-revenue-report-heres-why-its-borrowing-model-raises-the-stakesăƒťBloomberg Law https://news.bloombergtax.com/artificial-intelligence/openais-annualized-revenue-nears-50-billion-ft-saysăƒťBloomberg Law https://news.bloomberglaw.com/capital-markets/coreweave-raises-8-5-billion-gpu-loan-backed-by-meta-dealăƒťInvesting.com https://www.investing.com/news/company-news/coreweave-q2-2026-slides-revenue-doubles-backlog-surges-246-93CH-4852949ăƒťTradingView https://www.tradingview.com/news/tradingview:3b822333315f7:0-coreweave-secures-2-6-billion-delayed-draw-term-loan-led-by-jpmorgan-and-mufg-maturing-2031/ăƒťTradingView https://www.tradingview.com/news/tradingview:49293798ee967:0-coreweave-secures-8-5-billion-delayed-draw-term-loan-to-fund-gpu-infrastructure/ăƒťInvezz https://invezz.com/news/2026/10/14/why-is-coreweave-stock-crashing-16-on-wednesday/ăƒťTech Insider https://tech-insider.org/coreweave-anthropic-multibillion-deal-meta-66-billion-backlog-2026/ăƒťăƒ˘ăƒˆăƒŞăƒźăƒ•ăƒźăƒŤ https://www.fool.com/investing/2025/10/05/coreweave-nvidia-6-3-billion-backstop-explained/ăƒťCNBC https://www.cnbc.com/2026/10/13/treasury-yields-imf-debt-inflation-.html | 19m 10s | ||||||
| 10/15/26 | ă€10/15】繳CPIä¸ŠćŒŻă‚Œ 10ćœˆĺˆŠä¸Šă’荖ăŒĺ†ç‡ƒă—ăŸç†ç”ą | çął9ćœˆă‚łă‚˘CPIăŻĺ‰ćœˆćŻ”0.3%ă¨äşˆćƒłăŽ0.2%を上回りă€10ćœˆĺˆŠä¸Šă’ăŽçš”ă‚ŠčžźăżăŒä¸€ć™‚5割ĺ‰ĺžŒă¸ä¸Šć˜‡ă—ăžă—ăŸă€‚ăƒŠă‚šăƒ€ăƒƒă‚Ż1.9%厉ăŽčƒŒć™ŻăŤă‚ă‚‹AI投資ăŽćŽĄçŽ—懸忾もčŞăżč§Łăăžă™ă€‚çąłCPIăŽä¸ŠćŒŻă‚Œă¨FRBăŽĺˆŠä¸Šă’ĺˆ¤ć–ăŽčĄŒć–šăŤĺŠ ăˆă€ă‚ŹăƒźăƒˆăƒŠăƒźäşˆć¸Źă§ć€Ľč˝ă—ăŸăƒă‚Şă‚ŻăƒŠă‚Śăƒ‰ć Şă€ăƒ›ăƒŤăƒ ズ澡峥ăŽčˆščˆść˛ˆć˛Ąă¨ĺŽŸć˛šéŤ˜ă€ăƒ™ăƒźă‚¸ăƒĽăƒ–ăƒƒă‚ŻăŒç¤şă™ç‰ŠäžĄĺœ§ĺŠ›ăŞăŠäťŠćœăŽä¸ťčŚăƒˆăƒ”ăƒƒă‚Żă‚’č§ŁčŞŹă—ăžă™ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťçął9ćœˆCPIăŻă‚łă‚˘0.3%ä¸Šć˜‡ă§äşˆćƒłčś…ăˆă€10ćœˆFOMCĺˆŠä¸Šă’ă¨ćŽăˆç˝ŽăăŽ2ă‚ˇăƒŠăƒŞă‚ŞăƒťăƒŠă‚šăƒ€ăƒƒă‚Ż1.9%厉ă€ă‚ŞăƒŠă‚ŻăƒŤă‚„ĺŠĺ°Žä˝“ć ŞćŒ‡ć•°ăŒä¸‹č˝ă—AIé–˘é€Łć ŞăŤĺŁ˛ă‚Šăƒťă‚ŹăƒźăƒˆăƒŠăƒźăŒăƒă‚Şă‚ŻăƒŠă‚Śăƒ‰ăŽ8割蜅ăŒç‹ŹçŤ‹çľŒĺ–śĺ›°é›Łă¨äşˆć¸Źă€ă‚łă‚˘ă‚Śă‚Łăƒźăƒ–ć Şă¨ç¤žĺ‚ľăŒć€Ľč˝ăƒťASMLăŻé€šćœŸčŚ‹é€šă—ă‚’ĺź•ă上ă’ă‚‚çąłĺ›˝ä¸Šĺ ´ć ŞăŻ4%čż‘ă下č˝ăƒťăƒ•ăƒźă‚ˇć´žăŽă‚˘ăƒŠăƒ ă‚łć”ťć’ƒă¨ăƒ›ăƒŤăƒ ズ澡峥ăŽč˛¨ç‰Ščˆšć˛ˆć˛Ąă€ăƒ–ăƒŹăƒłăƒˆĺŽŸć˛š106ăƒ‰ăƒŤĺ°ăƒťăƒ™ăƒźă‚¸ăƒĽăƒ–ăƒƒă‚Żă§ćˆé•ˇéˆĺŒ–ă¨ç‰ŠäžĄĺœ§ĺŠ›ăŽć‹Ąĺ¤§ă€ăƒ‰ăƒŤăŻ18ă‹ćœˆăśă‚ŠéŤ˜ĺ€¤ăƒťăƒ˘ăƒŤă‚Źăƒłăƒťă‚šă‚żăƒłăƒŹăƒźă¨ăƒăƒłă‚Żăƒťă‚Şăƒ–ăƒťă‚˘ăƒĄăƒŞă‚ŤăŽ7ćœˆă‹ă‚‰9ćœˆćœŸćąşçŽ—-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťReuters https://finance.yahoo.com/economy/policy/articles/hot-september-cpi-sends-rate-131846678.htmlăƒťCNN https://edition.cnn.com/2026/10/14/economy/us-cpi-inflation-septemberăƒťReuters https://finance.yahoo.com/markets/stocks/articles/p-500-dow-futures-inch-115448878.htmlăƒťBenzinga https://finance.yahoo.com/technology/ai/articles/crwv-nbis-iren-stocks-tumble-181012372.htmlăƒťInvezz https://invezz.com/ie/news/2026/10/14/why-is-coreweave-stock-crashing-16percent-on-wednesday/ăƒťInvesting.com https://www.investing.com/news/stock-market-news/us-stock-futures-muted-after-chip-losses-drag-wall-street-cpi-data-awaited-4947807ăƒťBloomberg https://www.bloomberg.com/news/articles/2026-10-14/latest-oil-market-news-and-analysis-for-oct-15ăƒťCNBC https://www.cnbc.com/2026/10/14/oil-rises-amid-growing-tensions-between-saudis-and-iran-backed-houthis.htmlăƒťFederal Reserve https://www.federalreserve.gov/monetarypolicy/beigebook202610-summary.htmăƒťinvestingLive https://investinglive.com/central-banks/fed-s-beige-book-nine-of-12-districts-report-growth-as-price-pressures-broaden/ăƒťReuters https://www.aol.com/articles/trading-day-tech-melt-210435000.htmlăƒťCharles Schwab https://www.schwab.com/learn/story/stock-market-update-openăƒťSECďźˆMorgan Stanley https://www.sec.gov/Archives/edgar/data/0000895421/000089542126000288/a3q26msearningsrelease.htmăƒťSECďźˆASML https://www.sec.gov/Archives/edgar/data/0000937966/000162828026065813/pressreleasefinancialresul.htm | 16m 49s | ||||||
| 10/14/26 | ă€10/14】LNGäžĄć ź14%ä¸Šć˜‡ ĺŽŸć˛šă¨ĺ›žĺžŠăŒĺˆ†ă‹ă‚ŒăŸç†ç”ą | アジアăŽLNGă‚šăƒăƒƒăƒˆäžĄć źăŻ1逹間ă§14%ä¸Šć˜‡ă—28.40ăƒ‰ăƒŤă€‚ă‚Ťă‚żăƒźăƒŤăŽ10ćœˆăŽčź¸ĺ‡şăŻç´„60ä¸‡ăƒˆăƒłăŤć¸›ă‚‹čŚ‹é€šă—ă§ă€ĺŽŸć˛šă¨ăŽĺ›žĺžŠăŽĺˇŽăŒĺşƒăŒăŁăŚă„ăžă™ă€‚ăƒŠă‚šăƒŠăƒ•ă‚ĄăƒłăŽč¨ĺ‚™ăŽć傡ă€ćŹ§ĺˇžăŽč–„ă„ă‚Źă‚šĺœ¨ĺşŤă¨çąłĺ›˝ăŽčź¸ĺ‡şă€ĺ—アジアăŽéœ€čŚć¸›ĺ°‘ă€ć—ĽćœŹăŽĺœ¨ĺşŤă¨čŞżé”ĺ…ˆăŽĺˆ†ć•Łă€ć–™é‡‘ăŤčĄ¨ă‚Œă‚‹ć™‚間塎を解誏ă—ă€äťŠĺžŒăŽĺą•é–‹ă‚’3ă¤ăŽă‚ˇăƒŠăƒŞă‚Şă§č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťă‚˘ă‚¸ă‚˘LNGă‚šăƒăƒƒăƒˆäžĄć ź 1逹間ă§14%ä¸Šć˜‡ăŽčƒŒć™Żăƒťă‚Ťă‚żăƒźăƒŤLNG蟸出 紛争ĺ‰ăŽ4ĺˆ†ăŽ1ćœŞćş€ă¨10ćœˆăŽć¸›ĺ°‘ăƒťăƒŠă‚šăƒŠăƒ•ă‚Ąăƒłć傡17%ă¨ĺŽŸć˛šă¨ăŽĺ›žĺžŠăŽĺˇŽăƒťćŹ§ĺˇžă‚Źă‚šĺœ¨ĺşŤ70%ă¨çąłĺ›˝LNG蟸出ăŽčĄŒăĺ…ˆăƒťăƒăƒłă‚°ăƒŠăƒ‡ă‚ˇăƒĽă‚„ăƒ‘ă‚ă‚šă‚żăƒłăŽĺœé›ťă¨LNGčˆšé‹čłƒăŽć€Ľč˝ăƒťć—ĽćœŹăŽĺ¤§ć‰‹é›ťĺŠ›LNGĺœ¨ĺşŤ258ä¸‡ăƒˆăƒłă¨ä¸ćąäžĺ˜11%ăƒťă‚Źă‚šć–™é‡‘ăŽĺŽŸć–™č˛ťčŞżć•´ăŽć™‚間塎ă¨ă‚ľăƒăƒŞăƒł2ăŽćœŸé™-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťčł‡ćşă‚¨ăƒăƒŤă‚Žăƒźĺş 発雝用LNGĺœ¨ĺşŤ https://www.enecho.meti.go.jp/category/electricity_and_gas/electricity_measures/pdf/denryoku_LNG_stock.pdfăƒťă‚¨ăƒŠă‚¸ăƒźăƒťă‚¤ăƒłăƒ†ăƒŞă‚¸ă‚§ăƒłă‚š https://energyintel.com/000001a1-3501-d75d-a9fd-75570c540000ăƒťăƒăƒŞăƒźă‚¸ăƒťă‚żă‚¤ăƒ ă‚ş https://www.khaleejtimes.com/world/mena/us-israel-iran-lebanon-war-live-updates-october-13-2026ăƒťăƒăƒŞăƒźă‚¸ăƒťă‚żă‚¤ăƒ ă‚ş https://www.khaleejtimes.com/world/gulf/yemen-houthis-claim-attacks-riyadh-king-khalid-international-airport-oct-2026ăƒťăżă‚“ă‹ăś ç‚şć›żăƒ‹ăƒĽăƒźă‚š https://fx.minkabu.jp/news/381514ăƒťă‚ăƒ—ăƒă‚šăƒťăƒĄăƒźăƒŤ https://cyprus-mail.com/2026/10/12/qatar-lng-exports-remain-severely-disrupted-despite-recovery-in-gulf-oil-shipmentsăƒťă‚Şăƒžăƒźăƒłăƒťă‚Şăƒ–ă‚śăƒźăƒăƒź https://www.omanobserver.om/article/1197644/business/energy/middle-east-lng-industry-remains-hostage-of-iran-warăƒťThe National https://www.thenationalnews.com/business/energy/2026/09/28/qatar-extends-lng-force-majeure-as-hormuz-disruption-threatens-winter-supply/ăƒťLNG Prime https://lngprime.com/lng-terminals/qatarenergy-ceo-says-damaged-ras-laffan-lng-trains-to-take-three-years-to-repair/197220/ăƒťAaj News https://english.aaj.tv/news/330455543/qatars-energy-boss-says-he-had-warned-of-dangers-of-provoking-iranăƒťć—ĽćœŹă‚¨ăƒăƒŤă‚ŽăƒźçľŒć¸ˆç ”犜所 LNG Review https://eneken.ieej.or.jp/data/13159.pdfăƒťĺ›˝éš›ă‚¨ăƒăƒŤă‚ŽăƒźćŠŸé–˘ ă‚Źă‚šĺ¸‚ĺ ´ĺ ąĺ‘Šć›¸ https://www.iea.org/reports/gas-market-report-q2-2026/executive-summaryăƒťDawn https://www.dawn.com/news/2030642ăƒťCES Intelligence https://www.ces-intelligence.com/analysis/european-gas-storage-2026-daily-signalăƒťă‚Şă‚¤ăƒŤăƒťă‚˘ăƒłăƒ‰ăƒťă‚Źă‚šăƒťă‚¸ăƒŁăƒźăƒŠăƒŤ https://www.ogj.com/general-interest/economics-markets/news/55407251/us-lng-exports-on-track-to-top-120-million-tonnes-in-2026-energy-secretary-saysăƒťă‚Şă‚¤ăƒŤăƒťă‚˘ăƒłăƒ‰ăƒťă‚Źă‚šăƒťă‚¸ăƒŁăƒźăƒŠăƒŤ https://www.ogj.com/general-interest/government/news/55383924/us-treasury-extends-waiver-allowing-japan-to-purchase-lng-from-russias-sakhalin-2ăƒťShip Universe https://www.shipuniverse.com/?p=22138ăƒťGulf News https://gulfnews.com/business/energy/tanker-costs-soar-43-fold-as-hormuz-tensions-reshape-global-oil-trade-1.500698296ăƒťăƒ–ăƒŤăƒźăƒ ăƒăƒźă‚° https://www.bloomberg.com/news/articles/2026-09-29/china-s-lng-imports-to-fall-for-second-month-due-to-high-pricesăƒťopengov.jp ć—ĽćœŹăŽLNG蟸兼 https://opengov.jp/en/economy/energy/lng-imports/ăƒťEnergy News Beat https://energynewsbeat.co/?p=227294ăƒťIENE https://www.iene.eu/energy-news/jera-says-lng-stocks-secured-through-october-sees-no-summer-supply-risk-p8667.htmlăƒťGas Processing News https://www.gasprocessingnews.com/news/2025/11/japan-to-step-up-lng-purchases-for-emergency-reserve-from-january/ăƒťBaird Maritime https://www.bairdmaritime.com/shipping/tankers/gas/qatarenergy-signs-27-year-lng-supply-deal-with-japans-jeraăƒťLNG Industry https://lngindustry.com/lng-shipping/13102026/nykmisc-jv-signs-long-term-charter-contract-with-malaysia-lngăƒťselectra ćąäşŹă‚Źă‚šć–™é‡‘ https://selectra.jp/energy/news/tokyo-gas-price-increase-november-2026 | 21m 46s | ||||||
| 10/14/26 | ă€10/14】ä¸ĺ›˝čź¸ĺ‡ş36.3%増 äžĄć źăŒč†¨ă‚‰ăžă›ăŸéť’ĺ—ăŽĺŽŸć…‹ | ä¸ĺ›˝ăŽ9ćœˆčź¸ĺ‡şăŻĺ‰ĺš´ćŻ”36.3%増ă€č˛żć˜“éť’ĺ—ăŻéŽĺŽťćœ€ĺ¤§ăŽ1335ĺ„„ăƒ‰ăƒŤă€‚ä¸€ć–šă§é›†çŠĺ›žčˇŻăŽčź¸ĺ‡şăŻé‡‘éĄ136%増ăŤĺŻžă—ć•°é‡ăŻ1%増ăŤă¨ăŠăžă‚Šăžă™ă€‚ç”Ÿç”Łč€…ç‰ŠäžĄăŒ5.0%上ăŒă‚‹ä¸€ć–šă§ćśˆč˛ťč€…牊䞥ăŻ0.9%ăŤă¨ăŠăžă‚‹ć§‹é€ ă‚„ă€č‡Şĺ‹•čťŠăŽčź¸ĺ‡şć€Ľĺ˘—ă¨äşşć°‘ĺ…ƒăŽĺŸşćş–値ă€çąłĺ›˝ă‚„揧塞連ĺˆă¨ăŽé€šĺ•†é–˘äż‚ă€ć—ĽćœŹă¸ăŽćł˘ĺŠă‚’解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťä¸ĺ›˝9ćœˆč˛żć˜“çľąč¨ˆ 蟸出36.3%増ă¨éŽĺŽťćœ€ĺ¤§ăŽč˛żć˜“éť’ĺ—ăƒťé›†çŠĺ›žčˇŻăŽčź¸ĺ‡ş 金éĄ136%増ă¨ć•°é‡1%増ăŽĺˇŽăƒťä¸ĺ›˝ç”Ÿç”Łč€…牊䞥5.0% çŸłç‚ă‚„ĺŽŸć˛šăŞăŠä¸ŠćľăťăŠéŤ˜ă„ä¸Šć˜‡ăƒťä¸ĺ›˝ćśˆč˛ťč€…牊䞥0.9% ă‚Źă‚˝ăƒŞăƒłă¨ăƒĄăƒ˘ăƒŞăŒćŠźă—上ă’ăƒťč‡Şĺ‹•čťŠăŽĺ›˝ĺ†…値下ă’ă¨čź¸ĺ‡ş62%増 揧塞連ĺˆăŽä¸Šé™ćŽŞç˝Žăƒťäşşć°‘ĺ…ƒĺŸşćş–ĺ€¤ăŽĺ…ƒĺŽ‰č¨ĺŽšă¨çąłä¸é–˘ç¨Žäź‘ćˆŚăŽčĄŒć–šăƒťć—ĽćœŹăŽä¸ĺ›˝ă¨ăŽč˛żć˜“ă¨čź¸ĺ…Ľç‰ŠäžĄă¸ăŽćł˘ĺŠ-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťä¸ĺ›˝ć–°čžçś˛ 澡関çˇç˝˛ č˛żć˜“çľąč¨ˆ https://www.chinanews.com.cn/cj/2026/10-14/10714235.shtmlăƒť21ä¸–ç´€çľŒć¸ˆĺ ąé“ ćľˇé–˘çˇç˝˛ č¨˜č€…äźščŚ‹ https://m.21jingji.com/article/20261014/herald/0db8758e013b5764465244e10b64eebf.htmlăƒťć–°ćľŞč˛ĄçľŒ 澡関çˇç˝˛ ĺ“ç›ŽĺˆĽčź¸ĺ‡ş https://k.sina.cn/article_5952915705_162d248f906703qlza.htmlăƒťć–°čŻçś˛ ĺ›˝ĺŽśçľąč¨ˆĺą€ ç”Ÿç”Łč€…ç‰ŠäžĄ https://www.news.cn/fortune/20261014/86760d600ee9403a8d7d6e0def896655/c.htmlăƒťć–°čŻçś˛ ĺ›˝ĺŽśçľąč¨ˆĺą€ ç‰ŠäžĄçľąč¨ˆč§ŁčŞŹ https://www.news.cn/fortune/20261014/2ca7672b7f7741e29a1421cbc3dcf9b8/c.htmlăƒťă‚¤ăƒłăƒ™ă‚šăƒ†ă‚Łăƒłă‚°ăƒťăƒ‰ăƒƒăƒˆă‚łăƒ çľŒć¸ˆăƒ‹ăƒĽăƒźă‚š https://ca.investing.com/news/economy-news/chinas-september-exports-soar-putting-1-trillion-trade-surplus-in-sight-4879508ăƒťKFGO çľŒć¸ˆăƒ‹ăƒĽăƒźă‚š https://kfgo.com/2026/10/13/chinas-factory-gate-inflation-accelerates-in-september/ăƒťActionForex https://www.actionforex.com/live-comments/657427-chinas-export-boom-pushes-trade-surplus-to-record-133-5b-but-imbalances-deepen/ăƒťinvestingLive https://investinglive.com/news/investinglive-asia-pacific-market-news-dollar-softer-ahead-of-us-cpi/ăƒťăƒˆăƒŹăƒźăƒ‡ă‚Łăƒłă‚°ăƒťă‚¨ă‚łăƒŽăƒŸă‚Żă‚š ä¸ĺ›˝čź¸ĺ‡ş https://tradingeconomics.com/china/exports-yoy/news/492390ăƒťçąłćˆŚç•Ľĺ›˝éš›ĺ•éĄŒç ”犜所 ĺˆ†ćž https://www.csis.org/analysis/takeaways-trump-xi-white-house-summităƒťTech Times https://www.techtimes.com/articles/328903/20261013/chinas-october-industrial-doctrine-formalizes-rare-earth-leverage-eu-secured-managed-access.htmăƒťă‚˝ă‚ŚăƒŤçľŒć¸ˆć–°čž https://en.sedaily.com/international/2026/10/13/advanced-economies-fiscal-deficits-hit-post-pandemic-highăƒťFXStreet https://www.fxstreet.com/news/china-export-prices-still-damp-global-inflation-standard-chartered-202606111554ăƒťč˛Ąĺ‹™çœ č˛żć˜“çľąč¨ˆ https://www.customs.go.jp/toukei/shinbun/trade-st_e/2026/2026085e.pdf | 18m 33s | ||||||
| 10/14/26 | ă€10/14ă€‘çąłĺˆŠä¸Šă’ăŽçžĺœ¨ĺœ° NY連銀ăŻĺš´ĺ†…1回ă€ĺ¸‚ĺ ´ăŻćĽĺš´ă‚‚ | NYé€ŁéŠ€ă‚Śă‚ŁăƒŞă‚˘ăƒ ă‚şçˇčŁăŒĺš´ĺ†…ă‚ă¨1回ă§2027ĺš´ăŻĺˆŠä¸Šă’ä¸čŚă¨ç™şč¨€ă€‚ĺ¸‚ĺ ´ăŻăŞăŠç´„81bpăŽćĽĺš´ĺˆŠä¸Šă’を皔り螟ăżă€äťŠĺ¤œăŽCPIăŒčŠŚé‡‘çŸłă¨ăŞă‚Šăžă™ă€‚JPăƒ˘ăƒŤă‚ŹăƒłăŒäşˆćƒłă‚’ä¸‹ĺ›žă‚Šč‡Şç¤žć Şč˛ˇă„を縎ĺ°ă—ăŸăťă‹ă€éŠ€čĄŒć ŞăŻĺ˘—益ă§ă‚‚下č˝ă—ă€ăƒăƒłă‚Żă‚Şăƒ–ă‚˘ăƒĄăƒŞă‚ŤăŤăŻ12ĺ„„ăƒ‰ăƒŤăŽĺˆśčŁé‡‘ăŒç§‘ă•ă‚Œăžă—ăŸă€‚ä¸ĺ›˝ĺ‹˘ăŽć–°ćŠ€čĄ“ă§çśšč˝ă—ăŸĺŠĺ°Žä˝“ć ŞăŞăŠäťŠćœăŽä¸ťčŚăƒˆăƒ”ăƒƒă‚Żă‚’č§ŁčŞŹă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťNYé€ŁéŠ€ă‚Śă‚ŁăƒŞă‚˘ăƒ ă‚şçˇčŁăŽç™şč¨€ă¨2027ĺš´ĺˆŠä¸Šă’皔り螟ăżăŽăšă‚Œăƒťçął9ćœˆCPIăŽäşˆćƒłă¨2ă¤ăŽă‚ˇăƒŠăƒŞă‚ŞăƒťJPăƒ˘ăƒŤă‚ŹăƒłćąşçŽ—ăŽäşˆćƒłćœŞé”ă¨č‡Şç¤žć Şč˛ˇă„縎ĺ°ăƒťă‚´ăƒźăƒŤăƒ‰ăƒžăƒłă‚ľăƒƒă‚Żă‚šć Şĺźéƒ¨é–€72%増ă§ă‚‚éŠ€čĄŒć ŞăŒä¸‹č˝ă—ăŸčƒŒć™Żăƒťăƒăƒłă‚Żă‚Şăƒ–ă‚˘ăƒĄăƒŞă‚ŤăŤ12ĺ„„ăƒ‰ăƒŤăŽĺˆśčŁé‡‘ăƒťă‚¸ăƒ§ăƒłă‚˝ăƒłă‚¨ăƒłăƒ‰ă‚¸ăƒ§ăƒłă‚˝ăƒłć€Ľč˝ă¨ăƒŚăƒŠă‚¤ăƒ†ăƒƒăƒ‰ăƒ˜ăƒŤă‚šăŽčŚ‹é€šă—ĺź•ă上ă’ăƒťăƒ–ăƒăƒźăƒ‰ă‚łăƒ CEOăŽă‚Ťă‚¸ăƒŽç™şč¨€ă¨ä¸ĺ›˝CXMTăŽ4F² DRAMă§ĺŠĺ°Žä˝“ć Şçśšč˝-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťBloomberg https://www.bloomberg.com/news/articles/2026-10-13/fed-s-williams-currently-sees-no-need-for-rate-hike-in-2027ăƒťTheStreet https://pro.thestreet.com/market-commentary/bank-earnings-get-a-cool-reception-as-chip-jitters-lingerăƒťfnnews https://en.fnnews.com/news/202610140457346185ăƒťBabyPips https://www.babypips.com/news/financial-forex-market-recap-2026-10-13ăƒťCNBC https://www.cnbc.com/2026/10/13/september-consumer-price-index-inflation.htmlăƒťCNBC https://www.cnbc.com/2026/10/13/bank-earnings-live-updates.htmlăƒťReuters https://www.aol.com/articles/jpmorgans-profit-rises-investment-banking-103421000.htmlăƒťYahoo Finance https://finance.yahoo.com/markets/stocks/articles/jpmorgan-chase-co-q3-earnings-160304160.htmlăƒťSEC https://www.sec.gov/Archives/edgar/data/0000886982/000088698226000529/a3q26gsearningsresults.htmăƒťNBC News https://www.nbcnews.com/business/corporations/bank-america-sanctions-violations-penalty-rcna603251ăƒťThe Hill https://thehill.com/business/6146632-bank-america-treasury-fine/ăƒťAxios https://www.axios.com/2026/10/13/treasury-bank-america-fineăƒťMotley Fool https://www.fool.com/coverage/stock-market-today/2026/10/13/stock-market-today-oct-13-markets-edge-lower-as-earnings-season-kicks-off/ăƒťRock and Turner https://rockandturner.substack.com/p/tue-oct-13-2026-the-market-todayăƒťYahoo Finance https://finance.yahoo.com/technology/ai/articles/broadcom-ceo-says-many-ai-193518585.htmlăƒťThe Korea Times https://www.koreatimes.co.kr/business/tech-science/20261013/cxmts-new-dram-tech-to-test-korean-memory-makers-dominanceăƒťBloomingbit https://en.bloomingbit.io/feed/news/122131 | 16m 42s | ||||||
| 10/13/26 | ă€10/13】IMFăŒäž‹ĺ¤–ă¨ă—ăŸć—ĽćœŹĺ›˝ĺ‚ľ ćľĺ‹•ć€§ć‚ŞĺŒ–ăŽĺŽŸć…‹ | IMFăŻ10ćœˆ13ć—ĽăŽĺ ąĺ‘Šć›¸ă§ă€ĺ›˝ĺ‚ľĺ¸‚ĺ ´ăŽćľĺ‹•ć€§ăŒć‚ŞĺŒ–ă‚’çśšă‘る䞋外ă¨ă—ăŚć—ĽćœŹă‚’ĺćŒ‡ă—。10ĺš´ĺ‚ľăŽčĄ¨é˘ĺˆŠçŽ‡ăŻç´„30ĺš´ăśă‚ŠăŽ3.1%ă§ă™ă€‚旼銀ăŽĺ‚ľĺˆ¸ĺ¸‚ĺ ´ă‚ľăƒźăƒ™ă‚¤ă‚„30ĺš´ĺ‚ľĺ…ĽćœăŽçľćžœă€č˛Ąĺ‹™çœăŤă‚ˆă‚‹ç™şčĄŒĺš´é™ăŽçŸćœŸĺŒ–ă¨IMFăŽĺ‹§ĺ‘Šă¨ăŽé•ă„ă€ĺˆŠć‰•ă„貝やäżé™şäźšç¤žă¸ăŽĺ˝ąéŸżă‚’解誏ă—ă€äťŠĺžŒăŽĺą•é–‹ă‚’3ă¤ăŽă‚ˇăƒŠăƒŞă‚Şă§č€ƒăˆăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťIMF国際金čžĺŽ‰ĺŽšć€§ĺ ąĺ‘Šć›¸ ĺ›˝ĺ‚ľĺˆŠĺ›žă‚Šć€Ľä¸Šć˜‡ăŽăƒŞă‚šă‚Żăƒťć—ĽćœŹĺ›˝ĺ‚ľă ă‘ăŒäž‹ĺ¤– ă‚¤ăƒźăƒŤăƒ‰ă‚Ťăƒźăƒ–ă‚łăƒłăƒˆăƒăƒźăƒŤĺžŒăŽćľĺ‹•ć€§ăƒťć—ĽéŠ€ĺ‚ľĺˆ¸ĺ¸‚ĺ ´ă‚ľăƒźăƒ™ă‚¤ ćŠŸčƒ˝ĺşŚć”šĺ–„ă¨ćżăŽĺŽšăżăŽć‚ŞĺŒ–ăƒť10嚴傾襨é˘ĺˆŠçŽ‡3.1%ă¨30ĺš´ĺ‚ľĺ…Ľćœ4.2%ăŽçľćžœăƒťč˛Ąĺ‹™çœăŽčś…é•ˇćœŸĺ‚ľ4兆円減éĄă¨IMFăŽĺš´é™é•ˇćœŸĺŒ–ăŽĺ‹§ĺ‘ŠăƒťĺˆŠć‰•ă„貝ĺ€ĺ˘—ăŽčŚ‹é€šă— ăƒ˜ăƒƒă‚¸ăƒ•ă‚Ąăƒłăƒ‰ă¨AI礞傾ăŽĺ˝ąéŸżăƒťäżé™şäźšç¤žă¨ĺœ°ć–šéŠ€čĄŒăŽčŠ•äžĄć 旼銀ăŽĺŻžĺżœă¨äťŠĺžŒăŽĺ…Ľćœć—Ľç¨‹-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťIMF ăƒĄăƒ‡ă‚Łă‚˘ă‚ťăƒłă‚żăƒź https://mediacenter.imf.org/news/imf---global-financial-stability-report-annual-meetings--2026/s/f55368c1-983b-45b7-ba7c-1978f67c168căƒťIMF 国際金čžĺŽ‰ĺŽšć€§ĺ ąĺ‘Šć›¸ https://www.imf.org/en/publications/gfsr/issues/2026/10/13/global-financial-stability-report-october-2026ăƒťIMF 寞旼4ćĄĺ”č° ĺŁ°ć˜Ž https://www.imf.org/en/news/articles/2026/02/13/imf-cs-02172026-japan-staff-concluding-statement-of-the-2026-article-iv-missionăƒťIMF ćŠŸé–˘čŞŒ ć—ĽćœŹăŽĺ‚ľĺ‹™ https://www.imf.org/ja/publications/fandd/issues/2026/09/japans-debt-beyond-the-headlines-anandăƒťCNBC https://www.cnbc.com/2026/10/13/treasury-yields-imf-debt-inflation-.htmlăƒťă‚¤ăƒłăƒ™ă‚šăƒ†ă‚Łăƒłă‚°ăƒťăƒ‰ăƒƒăƒˆă‚łăƒ çľŒć¸ˆăƒ‹ăƒĽăƒźă‚š https://www.investing.com/news/economy-news/imf-cites-ai-slowdown-spiking-yields-as-looming-global-market-risks-4945345ăƒťăƒ‡ă‚¸ă‚żăƒŤăƒˆă‚Ľăƒ‡ă‚¤ https://www.digitaltoday.co.kr/en/view/113875/imf-warns-global-public-debt-nears-post-wwii-peak-ai-firm-borrowing-another-variableăƒťă‚˝ă‚ŚăƒŤçľŒć¸ˆć–°čž https://en.sedaily.com/international/2026/10/13/advanced-economies-fiscal-deficits-hit-post-pandemic-highăƒťă‚¸ăƒŁăƒ‘ăƒłă‚żă‚¤ăƒ ă‚ş https://www.japantimes.co.jp/business/2026/10/13/economy/imf-growth-forecast/ăƒťć—ĽćœŹéŠ€čĄŒ ĺ‚ľĺˆ¸ĺ¸‚ĺ ´ă‚ľăƒźăƒ™ă‚¤ https://www.boj.or.jp/paym/bond/bond_list/bond2608.pdfăƒťč˛Ąĺ‹™çœ 10ĺš´ĺ‚ľĺ…Ľćœçľćžœ https://www.mof.go.jp/jgbs/auction/calendar/nyusatsu/resul20261006.htmăƒťč˛Ąĺ‹™çœ 30ĺš´ĺ‚ľĺ…Ľćœçľćžœ https://www.mof.go.jp/jgbs/auction/calendar/nyusatsu/resul20261008.htmăƒťč˛Ąĺ‹™çœ ĺ›˝ĺ‚ľç™şčĄŒč¨ˆç”ť https://www.mof.go.jp/jgbs/issuance_plan/fy2026/highlight251226.pdfăƒťč˛Ąĺ‹™çœ ĺ›˝ĺ‚ľĺ…ĽćœäşˆĺŽš https://www.mof.go.jp/jgbs/auction/calendar/2610.htmăƒťč˛Ąĺ‹™çœ ĺ¤–ĺ›˝ç‚şć›żĺšłčĄĄć“ä˝œăŽĺŽŸć–˝çŠśćł https://www.mof.go.jp/policy/international_policy/reference/feio/data/monthly/20260828.htmlăƒťç†ŠćœŹć—Ľć—Ľć–°čž çľŒć¸ˆăƒ‹ăƒĽăƒźă‚š https://kumanichi.com/articles/2043510ăƒťăżă‚“ă‹ăś ç‚şć›żăƒ‹ăƒĽăƒźă‚š https://fx.minkabu.jp/news/381393 | 23m 45s | ||||||
| 10/13/26 | ă€10/13】äźćĽç‰ŠäžĄ6.8%ăŤéˆĺŒ– ă‚łăƒĄă¨ĺ††éŤ˜ăŒéš ă™ă‚łă‚šăƒˆä¸Šć˜‡ | 旼銀ăŒ10ćœˆ13旼発襨ă—ăŸ9ćœˆăŽĺ›˝ĺ†…äźćĽç‰ŠäžĄăŻĺ‰ĺš´ćŻ”6.8%ä¸Šć˜‡ă€‚7ćœˆăŽ7.7%ă‹ă‚‰2ă‚Ťćœˆé€Łçśšă§éˆĺŒ–ă—ăŸä¸€ć–šă€ĺĽ‘約通貨坺ăŚăŽčź¸ĺ…Ľç‰ŠäžĄăŻäź¸ăłăŒć‹Ąĺ¤§ă—ăŚă„ăžă™ă€‚䟸ăłăŽéˆĺŒ–ăŻă‚łăƒĄăŽĺ€¤ä¸‹ăŒă‚Šă¨ĺ††éŤ˜ăŤă‚ˆă‚‹ă‚‚ăŽă§ă€ăƒĄăƒ˘ăƒŞéŤ˜ă§é›ťć°—雝ĺćŠŸĺ™¨ăŽčź¸ĺ‡şç‰ŠäžĄăŻ40.9%ä¸Šć˜‡ă—ăžă—ăŸă€‚äş¤ć˜“ćĄäťśăŽĺ‹•ăă‚„ćśˆč˛ťč€…ç‰ŠäžĄă¸ăŽćł˘ĺŠă€é›ťć°—ă‚Źă‚ščŁœĺŠŠăŽçľ‚了ă€ć—ĽéŠ€ăŽĺˆŠä¸Šă’ĺˆ¤ć–ă¸ăŽĺ˝ąéŸżă‚‚解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒť9ćœˆäźćĽç‰ŠäžĄćŒ‡ć•° ĺ‰ĺš´ćŻ”6.8%ă¨ĺ¸‚ĺ ´äşˆćƒł7.6%ăŽĺˇŽăƒťă‚łăƒĄĺ€¤ä¸‹ăŒă‚Šă¨ĺ††éŤ˜ăŒćŠźă—下ă’ăŸĺ›˝ĺ†…äźćĽç‰ŠäžĄăƒťĺĽ‘ç´„é€šč˛¨ăƒ™ăƒźă‚ščź¸ĺ…Ľç‰ŠäžĄ17.9% LNGă¨ăƒŠăƒ•ă‚ľăŽä¸Šć˜‡ăƒťMOSĺž‹ăƒĄăƒ˘ăƒŞăŒćŠźă—上ă’る蟸出牊䞥ă¨DRAMäžĄć źäşˆćƒłăƒťäş¤ć˜“ćĄäťśăŽĺş•ć‰“ăĄ čź¸ĺ‡şĺ…Ľç‰ŠäžĄćŒ‡ć•°ă‹ă‚‰čŚ‹ă‚‹ć—ĽćœŹăŽč˛żć˜“ăƒťćąäşŹéƒ˝ĺŒşéƒ¨ćśˆč˛ťč€…牊䞥ă¨é›ťć°—ă‚Źă‚ščŁœĺŠŠçľ‚äş†ăŽĺ˝ąéŸżăƒťć—ĽéŠ€çŸčŚłăŽäžĄć źĺˆ¤ć–ă¨10ćœˆäźšĺˆ ĺˆŠä¸Šă’ĺˆ¤ć–ăŽćć–™-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťć—ĽćœŹéŠ€čĄŒ äźćĽç‰ŠäžĄćŒ‡ć•° https://www.boj.or.jp/statistics/pi/cgpi_release/cgpi2609.pdfăƒťć—ĽćœŹéŠ€čĄŒ çŸčŚł https://www.boj.or.jp/statistics/tk/yoshi/tk2609.htmăƒťć—ĽćœŹéŠ€čĄŒ äźćĽĺ‘ă‘ă‚ľăƒźăƒ“ă‚šäžĄć źćŒ‡ć•° https://www.boj.or.jp/statistics/pi/cspi_release/sppi2608.pdfăƒťć—ĽćœŹéŠ€čĄŒ ĺ…ŹčĄ¨äşˆĺŽš https://www.boj.or.jp/about/calendar/index.htmăƒťă‚¤ăƒłăƒ™ă‚šăƒ†ă‚Łăƒłă‚°ăƒťăƒ‰ăƒƒăƒˆă‚łăƒ çľŒć¸ˆăƒ‹ăƒĽăƒźă‚š https://www.investing.com/news/economy-news/japans-wholesale-inflation-remains-elevated-keeps-alive-boj-ratehike-view-4945290ăƒťăƒˆăƒŹăƒłăƒ‰ăƒ•ă‚Šăƒźă‚š ăƒ—ăƒŹă‚šă‚ťăƒłă‚żăƒź https://www.trendforce.com/presscenter/news/20260930-13258.htmlăƒťçŹŹä¸€ç”Ÿĺ‘˝çľŒć¸ˆç ”çŠść‰€ ćśˆč˛ťč€…ç‰ŠäžĄćŒ‡ć•° ćąäşŹéƒ˝ĺŒşéƒ¨ https://www.dlri.co.jp/report/macro/666224.htmlăƒťçŹŹä¸€ç”Ÿĺ‘˝çľŒć¸ˆç ”çŠść‰€ ćśˆč˛ťč€…ç‰ŠäžĄćŒ‡ć•° 全国 https://www.dlri.co.jp/report/macro/665904.htmlăƒťčŁœĺŠŠé‡‘ăƒăƒźă‚żăƒŤ é›ťć°—ă‚Źă‚ščŁœĺŠŠ https://hojyokin-portal.jp/columns/denki_gas_hojyo | 23m 49s | ||||||
| 10/13/26 | ă€10/13】Micron3.9%厉 CXMTăŒćşă‚‰ă™äžĄć źć”Żé…力 | MicronăŒ3.9%下č˝ă—ă€éŸ“国勢ăŤă‚‚売りăŒćł˘ĺŠă€‚ä¸ĺ›˝CXMTăŒĺš´ćœŤćŠ•ĺ…Ľă‚’čĄ¨ć˜Žă—ăŸ4F²型DRAMăŽä¸čşŤă¨ă€ăƒĄăƒ˘ăƒŞć ŞăŽäťŠĺžŒă‚’äşŒă¤ăŽă‚ˇăƒŠăƒŞă‚Şă§č§ŁčŞŹă—ăžă™ă€‚ăƒ•ăƒźă‚ˇć´žăŽć”ťć’ƒă‚’ĺ—ă‘ăŚä¸Šć˜‡ă—ăŸĺŽŸć˛šäžĄć źă€ăƒžă‚¤ă‚Żăƒă‚˝ăƒ•ăƒˆăŽč‡Şç¤žAIăƒăƒƒăƒ—Maia 300ă€äťŠé€ąăŽçąłCPIă¨ĺ¤§ć‰‹éŠ€čĄŒćąşçŽ—ăŽčŚ‹ăŠă“ă‚ăŞăŠäťŠćœăŽä¸ťčŚăƒˆăƒ”ăƒƒă‚Żă‚’č§ŁčŞŹă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťä¸ĺ›˝CXMTăŒ4FÂ˛ĺž‹ă‚ľăƒźăƒăƒźĺ‘ă‘DRAMăŽĺš´ćœŤćŠ•ĺ…Ľă‚’čĄ¨ć˜Žă—ă€Micronă¨SKăƒă‚¤ăƒ‹ăƒƒă‚Żă‚šăŽć ŞäžĄăŒä¸‹č˝ăƒťăƒ•ăƒźă‚ˇć´žăŽăƒŞăƒ¤ăƒ‰çŠşć¸Żć”ťć’ƒă¨ă‚żăƒłă‚Ťăƒźč˘ŤĺŽłă‚’ĺ—ă‘ăŚă€WTIăŻ93.74ăƒ‰ăƒŤă€ăƒ–ăƒŹăƒłăƒˆăŻ106.65ăƒ‰ăƒŤăŤä¸Šć˜‡ăƒťă‚¤ăƒŠăƒłăŒăƒ›ăƒŤăƒ ズ澡峥ăŽĺ†é–‹ćĄˆă¸ăŽĺ›žç”ă‚’ç˛žćŸťä¸ă§ă€çąłĺ›˝ă¨ăŽäş¤ć¸‰ăŻč°éĄŒăŽé †ç•Şă‚’ă‚ăă‚ŠĺŻžçŤ‹ăƒťăƒžă‚¤ă‚Żăƒă‚˝ăƒ•ăƒˆăŒMaia 300を発襨ă—ă€ćĽĺš´ăŻ100万個蜅ăŽĺ°Žĺ…Ľč¨ˆç”ťă§NVIDIAäžĺ˜ăŽä˝Žć¸›ă‚’ç›ŽćŒ‡ă™ăƒťçął9ćœˆCPIăŽäşˆćƒłăŻĺ‰ĺš´ćŻ”3.6%ă§ă€ă‚´ăƒźăƒŤăƒ‰ăƒžăƒłă‚ľăƒƒă‚Żă‚šăŞăŠĺ¤§ć‰‹éŠ€čĄŒćąşçŽ—ă¸ăŽćœŸĺž…ă‚‚éŤ˜ć°´ćş–ăƒťăƒĄă‚żăŽćœ‰ć–™AIă‚ľăƒźăƒ“ă‚šă€ă‚ťăƒźăƒŤă‚šăƒ•ă‚Šăƒźă‚šă¨ă‚˘ăƒ‰ăƒ“ăŽčŠ•äžĄĺˆ†ă‹ă‚Œă€IonQăŽč˛ˇĺŽĺˆć„を解誏-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťCNBC https://www.cnbc.com/2026/10/11/stock-market-today-live-updates.htmlăƒťThe Motley Fool https://www.fool.com/investing/2026/10/12/why-micron-stock-dropped-on-monday/ăƒťKuCoin News https://www.kucoin.com/news/flash/micron-stock-falls-nearly-4-amid-china-s-memory-chip-advancesăƒťTheStreet https://www.thestreet.com/stock-market-today/stock-market-today-oct-12-2026-dow-futures-climb-as-wall-street-gears-up-for-busy-weekăƒťReuters https://www.reuters.com/business/microsoft-plans-huge-deployment-its-own-ai-chips-with-an-eye-saving-costs-2026-10-12/ăƒťNPR https://www.kpbs.org/news/international/2026/10/10/trump-weighs-joining-the-fight-against-houthis-after-riyadh-airport-attackăƒťAP https://apnews.com/article/russia-ukraine-war-eu-sanctions-12e244a70e6930f47acefde1754fa264ăƒťVista Partners https://vistapglobal.com/stock-market-today-october-12-2026-bull-celebrates-4th-birthday-as-dow-gains-nasdaq-slips-and-crude-oil-rises-ahead-of-inflation-data-asts-crm-docs-gs-eprx-ionq-jmp-meta-modd-ms-mu/ăƒťinvestingLive https://investinglive.com/news/week-ahead-us-inflation-and-retail-sales-lead-a-busy-economic-calendar-be-aware/ | 20m 24s | ||||||
| 10/12/26 | ă€10/12ă€‘ăƒ†ăƒłă‚ťăƒłăƒˆ70ĺ„„ăƒ‰ăƒŤĺĽ‘ç´„ č¨ˆçŽ—čƒ˝ĺŠ›ăŒĺ•†ĺ“ĺŒ–ă—ăŸć§‹é€ | ăƒ†ăƒłă‚ťăƒłăƒˆăŒă‚ŞăƒŠă‚ŻăƒŤă‹ă‚‰AIĺŠĺ°Žä˝“10ä¸‡ĺŸşă‚’5ĺš´70ĺ„„ăƒ‰ăƒŤă§ĺ€Ÿă‚Šă‚‹ĺĽ‘約を解誏。繳国ăŽčź¸ĺ‡şčŚĺˆśăŒĺąŠă‹ăŞă„ă€č¨ˆçŽ—čƒ˝ĺŠ›ăŽč˛¸ă—ĺ€Ÿă‚ŠăŽäť•çľ„ăżă‚’čŞăżč§Łăăžă™ă€‚ĺŠĺ°Žä˝“ă¨ă„ă†ç‰Šă‚’縛るčŚĺˆśă¨ć˘ăžă‚‹ćł•ćĄˆă€ă‚¨ăƒŒăƒ“ăƒ‡ă‚Łă‚˘ăŽéĄ§ĺŽ˘é¸ĺˆĽă€č˛¸ĺ‡şäžĄć źăŽä¸Šć˜‡ă¨ĺ…ˆç‰Šä¸Šĺ ´ă€ć źäť˜ă‘ăŒä¸‹ăŒă‚‹ă‚ŞăƒŠă‚ŻăƒŤăŽčł‡é‡‘ă€ć—ĽćœŹăŽăƒ‡ăƒźă‚żă‚ťă‚Żă‚ˇăƒ§ăƒłă¸ăŽćł˘ĺŠăžă§ă‚’解誏ă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťăƒ†ăƒłă‚ťăƒłăƒˆă¨ă‚ŞăƒŠă‚ŻăƒŤăŽAIĺŠĺ°Žä˝“ăƒŞăƒźă‚š ç´„10ä¸‡ĺŸşă§çˇéĄç´„70ĺ„„ăƒ‰ăƒŤăƒťçąłĺ›˝ăŽčź¸ĺ‡şčŚĺˆśăŽćŠœă‘é“ ćľˇĺ¤–ă§ăŽč¨ˆçŽ—čƒ˝ĺŠ›ăŽč˛¸ĺ‡şăŻĺŻžčąĄĺ¤–ăƒťé 隔アクゝ゚čŚĺˆśćł•ćĄˆă¨ĺ•†ĺ‹™çœăŽčŚĺ‰‡ćĄˆăŽčĄŒć–šăƒťă‚¨ăƒŒăƒ“ăƒ‡ă‚Łă‚˘ăŽă‚˘ă‚¸ă‚˘ăŽéĄ§ĺŽ˘ĺ‰Šć¸›ă¨H200ăŽĺŻžä¸č˛ŠĺŁ˛ăƒťH100ăŽč˛¸ĺ‡şäžĄć źăŽä¸Šć˜‡ă¨CMEăŽč¨ˆçŽ—čƒ˝ĺŠ›ĺ…ˆç‰Šăƒťă‚ŞăƒŠă‚ŻăƒŤăŽĺ—注掋6640ĺ„„ăƒ‰ăƒŤă¨ć źäť˜ă‘ĺź•ă下ă’ăƒťăƒ‡ăƒźă‚żă‚ťă‚Żă‚ˇăƒ§ăƒłă‚’é€šă˜ăŸăƒ†ăƒłă‚ťăƒłăƒˆăŽć—ĽćœŹă§ăŽĺˆŠç”¨-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťăƒ¤ăƒ•ăƒźăƒ•ă‚Ąă‚¤ăƒŠăƒłă‚š https://finance.yahoo.com/technology/ai/articles/tencent-leases-100-000-ai-111016337.htmlăƒťăƒˆăƒ ă‚şăƒťăƒăƒźăƒ‰ă‚Śă‚§ă‚˘ https://www.tomshardware.com/tech-industry/data-centers/tencent-scores-100-000-offshore-ai-chip-deal-with-oracle-for-usd7-billion-despite-climbing-prices-per-hour-costs-estimated-to-be-43-percent-under-standard-h100-rental-ratesăƒťăƒ†ăƒłă‚ťăƒłăƒˆ 湺玗発襨資料 https://www.tencent.com/wp-content/uploads/2026/08/Tencent-Announces-2026-Second-Quarter-Results.pdfăƒťăƒă‚Żă‚šăƒˆăƒťă‚Śă‚§ăƒ– https://thenextweb.com/news/tencent-q2-2026-capex-176-percent-free-cash-flow-negative-aiăƒťă‚ŞăƒŠă‚ŻăƒŤ 投資厜ĺ‘ă‘ćƒ…ĺ ą https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues/default.aspxăƒťăƒ¤ăƒ•ăƒźăƒ•ă‚Ąă‚¤ăƒŠăƒłă‚š https://finance.yahoo.com/markets/stocks/articles/oracles-credit-risk-nears-18-151000986.htmlăƒťăƒ¤ăƒ•ăƒźăƒ•ă‚Ąă‚¤ăƒŠăƒłă‚š https://finance.yahoo.com/technology/ai/articles/nvidia-halves-asia-buyer-list-033140201.htmlăƒťăƒ™ăƒźă‚Ťăƒźăƒťăƒžăƒƒă‚ąăƒłă‚¸ăƒź https://sanctionsnews.bakermckenzie.com/us-house-passes-remote-access-security-act/ăƒťçąłĺ›˝ć”żĺşœĺ‡şç‰ˆĺą€ https://www.govinfo.gov/bulkdata/BILLSTATUS/119/s/BILLSTATUS-119s3519.xmlăƒťăƒ†ăƒƒă‚Żă‚żă‚¤ăƒ ă‚ş https://www.techtimes.com/articles/325957/20260829/commerce-drafts-ai-chip-rule-loophole-it-created-rescinding-biden-know-your-customer.htmăƒťăƒ†ăƒƒă‚Żă‚żă‚¤ăƒ ă‚ş https://www.techtimes.com/articles/318868/20260622/china-ai-data-center-grid-locks-out-nvidia-295-billion-domestic-chip-mandate.htmăƒťăƒ“ăƒƒă‚°ă‚´ăƒź https://finance.biggo.com/news/ad00b217-6d74-49f1-a1c9-e1fc69326fd7ăƒťă‚ťăƒŸă‚˘ăƒŠăƒŞă‚ˇă‚š https://newsletter.semianalysis.com/p/the-great-gpu-shortage-rental-capacityăƒťCMEă‚°ăƒŤăƒźăƒ— https://www.cmegroup.com/media-room/press-releases/2026/8/11/cme_group_and_silicondatatolaunchcomputefuturesonoctober5tounloc.htmlăƒťăƒ™ăƒłă‚¸ăƒłă‚Ź https://www.benzinga.com/markets/tech/25/12/49529768/tencent-accesses-nvidias-most-advanced-ai-chips-through-japan-cloud-deal-despite-trump-saying-blackwell-wont-be-available-to-other-people-reportăƒťć—ĽćœŹĺ–ĺź•ć‰€ă‚°ăƒŤăƒźăƒ— éŠć™‚開示 https://www2.jpx.co.jp/disc/39050/140120250704508366.pdfăƒťăƒ‡ăƒźă‚żă‚ťă‚Żă‚ˇăƒ§ăƒł 投資厜ĺ‘ă‘ćƒ…ĺ ą https://www.datasection.co.jp/en-financial-report/en-ir-20260604002.pdf | 17m 58s | ||||||
| 10/12/26 | ă€10/12ă€‘ăƒ˜ăƒƒă‚¸ăƒ•ă‚Ąăƒłăƒ‰13ĺ…†ăƒ‰ăƒŤ ĺ›˝ĺ‚ľĺ¸‚ĺ ´ă‚’ć”Żăˆćşă‚‰ă™ć§‹é€ | IMFăŒčŚĺ‘Šă€ăƒ˜ăƒƒă‚¸ăƒ•ă‚Ąăƒłăƒ‰ăŽé‹ç”¨čł‡ç”ŁăŻç´„13ĺ…†ăƒ‰ăƒŤă¨3ĺ€čś…ă€çąłĺ›˝ĺ‚ľĺ¸‚ĺ ´ăŽćŻ”率ăŻ4%ă‹ă‚‰9%ăŤĺ€ĺ˘—。嚳時ăŻĺ¸‚ĺ ´ă‚’ć”Żăˆă€çˇŠĺźľć™‚ăŤćşă‚‰ă™äşŒé˘ć€§ă‚’解誏ă—ăžă™ă€‚ĺšłĺ‡ăƒŹăƒăƒŹăƒƒă‚¸ç´„10ĺ€ă¨éŽĺŽťćœ€éŤ˜ăŽĺ€Ÿĺ…ĽăŽĺŽŸć…‹ă€ĺ›˝ĺ‚ľă¨ĺ…ˆç‰ŠăŽäžĄć źĺˇŽă‚’ç‹™ă†ăƒ™ăƒźă‚ˇă‚šĺ–ĺź•ăŽäť•çľ„ăżă€2020ĺš´3ćœˆăŽĺˇťăćˆťă—ăŽć•™č¨“ă€ĺš´ćœŤăŤčżŤă‚‹çąłĺ›˝ĺ‚ľăŽä¸ĺ¤Žć¸…玗ăŽçžŠĺ‹™ĺŒ–ă‚’čŞăżč§Łăăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťIMF国際金čžĺŽ‰ĺŽšć€§ĺ ąĺ‘Š ăƒ˜ăƒƒă‚¸ăƒ•ă‚Ąăƒłăƒ‰é‹ç”¨čł‡ç”Ł13ĺ…†ăƒ‰ăƒŤăŽčŚĺ‘Šăƒťçąłĺ›˝ĺ‚ľĺ¸‚ĺ ´ăŽăƒ˜ăƒƒă‚¸ăƒ•ă‚Ąăƒłăƒ‰ćŻ”率 4%ă‹ă‚‰9%ăŤĺ€ĺ˘—ăƒťăƒ˜ăƒƒă‚¸ăƒ•ă‚Ąăƒłăƒ‰ăŽĺšłĺ‡ăƒŹăƒăƒŹăƒƒă‚¸ç´„10ĺ€ çąłé€Łé‚Śćş–ĺ‚™ĺˆśĺşŚç†äş‹äźšăŽčŠ•äžĄăƒťçąłĺ›˝ĺ‚ľăƒ™ăƒźă‚ˇă‚šĺ–ĺź•ăŽäť•çľ„ăżă¨1ĺ…†ăƒ‰ăƒŤčŚć¨ĄăŽćŽ¨č¨ˆăƒť2020ĺš´3ćœˆăŽçąłĺ›˝ĺ‚ľĺŁ˛ĺ´ă¨č‹ąĺ›˝ĺš´é‡‘ĺąćŠŸăŽć•™č¨“ăƒťçąłĺ›˝ĺ‚ľăŽä¸ĺ¤Žć¸…玗ăŽçžŠĺ‹™ĺŒ– 12ćœˆ31ć—ĽăŽćœŸé™ăƒťĺˆŠĺ›žă‚Š5%ĺ°ăŽçąłĺ›˝ĺ‚ľĺ¸‚ĺ ´ă¨3ă¤ăŽă‚ˇăƒŠăƒŞă‚Ş-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťIMF https://www.imf.org/en/publications/gfsr/issues/2026/10/13/global-financial-stability-report-october-2026ăƒťIMF https://www.imf.org/en/blogs/articles/2026/10/06/hedge-funds-improve-market-functioning-but-can-also-amplify-stressăƒťăƒă‚¤ă‚żăƒź https://finance.yahoo.com/markets/stocks/articles/imf-says-hedge-funds-market-141809155.htmlăƒťă‚˘ă‚Żă‚ˇă‚Şă‚š https://www.axios.com/2026/10/07/hedge-fund-risks-imfăƒťçąłé€Łé‚Śćş–ĺ‚™ĺˆśĺşŚç†äş‹äźš https://www.federalreserve.gov/publications/2026-may-financial-stability-report-leverage.htmăƒťçąłé€Łé‚Śćş–ĺ‚™ĺˆśĺşŚç†äş‹äźš https://www.federalreserve.gov/econres/notes/feds-notes/decomposing-hedge-funds-u-s-treasury-exposures-20260622.htmlăƒťCNBC https://www.cnbc.com/2026/09/30/us-treasury-market-is-relying-more-on-hedge-funds.htmlăƒťă‚ˇă‚Ťă‚´é€ŁéŠ€ https://www.chicagofed.org/publications/chicago-fed-letter/2026/516ăƒťçąłč¨źĺˆ¸ĺ–埕委哥䟚 https://www.sec.gov/newsroom/speeches-statements/uyeda-statement-update-secs-work-toward-treasury-clearing-implementation-080726-update-secs-work-toward-treasury-clearing-implementation-august-2026ăƒťăƒ–ăƒŤăƒźăƒ ăƒăƒźă‚° https://www.bloomberg.com/news/articles/2026-03-10/sec-sticks-with-2026-deadline-for-treasury-trade-clearing | 14m 48s | ||||||
| 10/12/26 | ă€10/12】ăƒă‚ˇă‚˘čť˝ć˛š180ä¸‡ăƒˆăƒłčŞżé” çąłćŹ§ă§ĺ‰˛ă‚Œă‚‹ĺ„Şĺ…ˆé †ä˝ | ăƒˆăƒŠăƒłăƒ—ĺ¤§çľąé ˜ăŒăƒă‚ˇă‚˘ă‹ă‚‰čť˝ć˛š180ä¸‡ăƒˆăƒłăŽčŞżé”ă§ĺˆć„ă¨ç™şčĄ¨ă€‚ă‚źăƒŹăƒłă‚šă‚ăƒźĺ¤§çľąé ˜ăŻćˆŚäş‰ă¸ăŽćŠ•čł‡ă¨ć‰šĺˆ¤ă—ă€č‹ąĺ›˝ă‚‚ĺˆśčŁçśćŒă‚’čĄ¨ć˜Žă—ăžă—ăŸă€‚ä¸é–“é¸ćŒ™ĺ‰ăŽă‚¤ăƒŠăƒłć”ťć’ƒăŤĺŤăżă‚’掋ă—ăŸĺ¤§çľąé ˜ç™şč¨€ă€ăƒŞăƒ¤ăƒ‰çŠşć¸Żă¸ăŽăƒ•ăƒźă‚ˇć´žć”ťć’ƒă€éŠ€čĄŒćąşçŽ—ă¨9ćœˆćśˆč˛ťč€…ç‰ŠäžĄćŒ‡ć•°ăŒé‡ăŞă‚‹äťŠé€ąăŽäşˆĺŽšăŞăŠäťŠćœăŽä¸ťčŚăƒˆăƒ”ăƒƒă‚Żă‚’č§ŁčŞŹă—ăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťăƒă‚ˇă‚˘čť˝ć˛š180ä¸‡ăƒˆăƒłčŞżé”ă¨ĺŻžăƒĺˆśčŁă‚’塥る繳揧ăŽć¸ŠĺşŚĺˇŽăƒťăƒˆăƒŠăƒłăƒ—ĺ¤§çľąé ˜ăŽä¸é–“é¸ćŒ™ĺ‰ă‚¤ăƒŠăƒłć”ťć’ƒă¸ăŽĺŤăżă¨ăƒ—ăƒźăƒăƒłĺ¤§çľąé ˜ăŽĺ’ŒĺšłćĄˆäźé”ăƒťăƒ•ăƒźă‚ˇć´žăŽăƒŞăƒ¤ăƒ‰çŠşć¸Żć”ťć’ƒă¨SaudiaćŠŸé•ˇăŽćťäşĄă€čˆŞçŠşĺ„礞ăŽé‹čˆŞĺœć˘ăƒťSpaceXăŽĺ‘¨ćł˘ć•°ĺ–ĺž—ăŤă‚ˆă‚‹é€šäżĄć Şć€Ľč˝ă¨Delta茋通ă—ĺź•ă下ă’ăƒť9ćœˆćśˆč˛ťč€…ç‰ŠäžĄćŒ‡ć•°3.6%äşˆćƒłă¨10ćœˆFOMCăŽĺˆŠä¸Šă’čŚłć¸ŹăƒťJPMorganăŞăŠéŠ€čĄŒćąşçŽ—ă¨TSMC湺玗ă€IMFä¸–ç•ŒéŠ€čĄŒĺš´ćŹĄçˇäźš-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťThe Jerusalem Post https://www.jpost.com/international/article-911187ăƒťThe Jerusalem Post https://www.jpost.com/international/article-911194ăƒťTimes of Israel https://www.timesofisrael.com/three-killed-in-latest-houthi-attacks-on-riyah-airport-saudi-authorities-say/ăƒťSky News https://www.capitalfm.com/radio/news/uk-world/three-killed-in-houthi-claimed-strikes-on-riy/ăƒťTheStreet https://www.thestreet.com/stock-market-today/stock-market-today-dow-jones-sp-500-nasdaq-updates-oct-09-2026ăƒťReuters https://www.kitco.com/news/off-the-wire/2026-10-09/wall-st-week-ahead-bank-earnings-cpi-headline-busy-markets-week-sp-500ăƒťSaxo https://www.home.saxo/en-gb/content/articles/equities/week-ahead-12---16-oct-09102026ăƒťCMC Markets https://www.cmcmarkets.com/en-ie/news-and-analysis/the-week-ahead-us-cpi-eurozone-cpi-jpmorgan-earnings | 12m 50s | ||||||
| 10/11/26 | ă€10/11ă€‘é‰„é‰ąçŸł89ăƒ‰ăƒŤ ä¸ĺ›˝ć¸›ç”Łă¨ă‚ˇăƒžăƒłăƒ‰ă‚ĽăŽéœ€çľŚć§‹é€ ĺ¤‰ĺŒ– | é‰„é‰ąçŸłăŻ10ćœˆ9ć—ĽăŤ1ăƒˆăƒł89.20ăƒ‰ăƒŤă¨7ćœˆă‹ă‚‰ç´„1割下č˝ă€‚ä¸ĺ›˝ăŽç˛—é‹źç”Ÿç”ŁăŻ3.1%減ă€ă‚Žăƒ‹ă‚˘ăŽă‚ˇăƒžăƒłăƒ‰ă‚ĽăŻĺ‡şčˇă‚’䟸ă°ă—ăŚă„ăžă™ă€‚蟸兼ăŒĺ˘—ăˆć¸ŻăŤçŠăżä¸ŠăŒă‚‹ä¸ĺ›˝ăŽĺœ¨ĺşŤă€ĺ“ä˝65%ăŽć–°é‰ąĺąąă‚ˇăƒžăƒłăƒ‰ă‚ĽăŽçŤ‹ăĄä¸ŠăŒă‚Šă€éŤ˜ă„é‹čłƒă§ä˝Žĺ“ä˝ăŽé‰ąçŸłă‚’減産ă—ăŸCSNă€ć—ĽćœŹăŽĺ•†ç¤žă¨é‰„鋟䟚礞ă§é€†ăŤčĄ¨ă‚Œă‚‹ĺ˝ąéŸżăžă§ă€é‰„é‰ąçŸłĺ¸‚ĺ ´ăŽçžĺœ¨ĺœ°ă‚’čŞăżč§Łăăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťé‰„é‰ąçŸłäžĄć ź89.20ăƒ‰ăƒŤă¨ĺ“ä˝ăŤă‚ˆă‚‹äžĄć źĺˇŽ20.20ăƒ‰ăƒŤăŽć‹Ąĺ¤§ăƒťä¸ĺ›˝ăŽç˛—é‹źç”Ÿç”Ł3.1%減ă¨ä¸ĺ›˝é‰„鋟塼ćĽĺ”äźšăŽć¸›ç”ŁčŚčŤ‹ăƒťä¸ĺ›˝ăŽé‰„é‰ąçŸłčź¸ĺ…Ľ5.5%増ă¨ć¸Żćšžĺœ¨ĺşŤ1ĺ„„4300ä¸‡ăƒˆăƒłăƒťă‚Žăƒ‹ă‚˘ăŽă‚ˇăƒžăƒłăƒ‰ă‚Ľé‰„鉹幹 ăƒŞă‚Şăƒťăƒ†ă‚Łăƒłăƒˆă¨ä¸ĺ›˝äźćĽé€ŁĺˆăŽĺ‡şčˇć‹Ąĺ¤§ăƒťćľˇä¸Šé‹čłƒă¨äžĄć źăŽä¸‹é™ CSNăŽä˝Žĺ“ä˝é‰ąçŸłăŽć¸›ç”Łăƒťä¸ĺ›˝ăŽčŞżé”ä¸€ĺ…ƒĺŒ–ă¨äşşć°‘ĺ…ƒćąşć¸ˆ BHPă¨ăŽäžĄć źäş¤ć¸‰ăƒťä¸‰äş•ç‰Šç”Łă¨ć—ĽćœŹčŁ˝é‰„ é‰„é‰ąçŸłĺŽ‰ăŒć—ĽćœŹäźćĽăŤä¸Žăˆă‚‹é€†ĺ‘ăăŽĺ˝ąéŸż-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťă‚ąăƒ—ăƒŠăƒź https://www.kpler.com/blog/golden-week-indian-coal-stocks-and-black-sea-rerouting-what-dry-bulk-is-watching-in-octoberăƒťăƒ˜ăƒŹăƒ‹ăƒƒă‚Żăƒťă‚ˇăƒƒăƒ”ăƒłă‚°ăƒťăƒ‹ăƒĽăƒźă‚š https://www.hellenicshippingnews.com/mmi-daily-iron-ore-index-report-october-9-2026/ăƒťăƒ˜ăƒŹăƒ‹ăƒƒă‚Żăƒťă‚ˇăƒƒăƒ”ăƒłă‚°ăƒťăƒ‹ăƒĽăƒźă‚š https://www.hellenicshippingnews.com/mmi-daily-iron-ore-index-report-october-2-2026/ăƒťä¸–ç•Œé‰„é‹źĺ”äźš https://worldsteel.org/media/press-releases/2026/august-2026-crude-steel-production/ăƒťăƒŞă‚Şăƒťăƒ†ă‚Łăƒłăƒˆ https://www.sec.gov/Archives/edgar/data/0000863064/000086306426000035/ex991results.htmăƒťăƒŞă‚Şăƒťă‚żă‚¤ăƒ ă‚ş https://www.riotimesonline.com/guinea-morebaya-port-simandou-2026/ăƒťă‚Śă‚¨ă‚šăƒˆăƒ‘ăƒƒă‚Ż https://www.westpaciq.com.au/economics/2026/08/commodities-update-august-2026 | 16m 44s | ||||||
| 10/11/26 | ă€10/11ă€‘çąłčŁ˝é€ ćĽăŽĺˇĽĺ ´é–‰éŽ– 雇用増ăŽčŁă§é€˛ă‚€ç”Ÿç”Łĺ†çˇ¨ăŽĺŽŸć…‹ | ăƒšăƒ—ă‚ˇă‚łăŻ60ĺš´çśšă„ăŸç“śčŠ°ă‚ĺˇĽĺ ´ăŽčŁ˝é€ ă‚’çľ‚ăˆă€ă‚ľăƒƒăƒăƒăŻć—§ă‚šăƒˆăƒźăƒł3ć–˝č¨ă‚’é–‰éŽ–ă€‚çąłčŁ˝é€ ćĽăŽé›‡ç”¨ăŻ9ćœˆăŤ9000人増ăˆăžă—ăŸă€‚ĺˇĽĺ ´é–‰éŽ–ăŽĺąŠă‘出ăŽčŞăżć–šă€é–˘ç¨Žă¨çŸłć˛šă§77.9ăŤčˇłăăŸäť•ĺ…Ľă‚ŒäžĄć źă€čŁ˝č–ŹăŽĺ‰Šć¸›ăŒĺ–ĺź•ĺ…ˆăŤĺŠăść§‹ĺ›łă€ä˝ĺŽ…é‡‘ĺˆŠă¨ĺŽśĺ…ˇĺˇĽĺ ´ăŽĺ†çˇ¨ăžă§ă€äź¸ăłă‚‹ĺˆ†é‡Žă¨ç¸Žă‚€ĺˆ†é‡ŽăŒĺˆ†ă‹ă‚Œă‚‹çąłčŁ˝é€ ćĽăŽĺ†…éƒ¨ă‚’čŞăżč§Łăăžă™ă€‚ĺ…Źĺźnoteă§čŠłç´°ăƒ†ă‚ă‚šăƒˆăƒŹăƒăƒźăƒˆĺ…Źé–‹ä¸ďźhttps://note.com/kiku_keizai-----ăƒťçąłčŁ˝é€ ćĽăŽĺˇĽĺ ´é–‰éŽ–ă¨äşşĺ“Ąĺ‰Šć¸›ăŽĺąŠă‘出 WARNćł•ăŽčŞăżć–šăƒťčŁ˝é€ ćĽăŽé›‡ç”¨9000人増ă¨ISMčŁ˝é€ ćĽć™Żćłć„Ÿ54.5ăƒťäť•ĺ…Ľă‚ŒäžĄć ź77.9 é‰„é‹źă‚˘ăƒŤăƒŸé–˘ç¨Žă¨çŸłć˛šé–˘é€Łč˛ťç”¨ăŽä¸Šć˜‡ăƒťăƒšăƒ—ァコăŽăƒĄăƒŞăƒźăƒŠăƒłăƒ‰ĺˇžç“śčŠ°ă‚ĺˇĽĺ ´é–‰éŽ–ă¨ĺŒ—繳飲料ăŽć•°é‡ć¸›ăƒťă‚ľăƒƒăƒăƒçąłĺ›˝ĺ䟚礞 ć—§ă‚šăƒˆăƒźăƒłăƒťăƒ–ăƒŤăƒźă‚¤ăƒłă‚°3ć–˝č¨ăŽé–‰éŽ–ăƒťăƒ–ăƒŞă‚šăƒˆăƒŤăƒťăƒžă‚¤ăƒ¤ăƒźă‚şă‚šă‚Żă‚¤ăƒ–ăŽĺ‰Šć¸›ă¨ĺ—č¨—čŁ˝é€ ă‚ťăƒŠăƒźă‚şă¸ăŽćł˘ĺŠăƒťăƒžă‚šă‚żăƒźăƒ–ăƒŠăƒłăƒ‰ăƒťă‚ăƒŁăƒ“ăƒăƒƒăƒ„ăŽĺˇĽĺ ´ĺ†çˇ¨ă¨ä˝ĺŽ…ăƒăƒźăƒłé‡‘ĺˆŠ-----ä¸€ćŹĄćƒ…ĺ ąă‚˝ăƒźă‚šăƒťăƒžăƒ‹ăƒĽăƒ•ă‚Ąă‚ŻăƒăƒŁăƒŞăƒłă‚°ăƒťăƒ€ă‚¤ăƒ– https://www.manufacturingdive.com/news/manufacturing-layoffs-closures-warn-act-september-2026/832400/ăƒťăƒ•ăƒźăƒ‰ăƒťăƒ€ă‚¤ăƒ– https://www.fooddive.com/news/pepsico-layoffs-maryland-bottling-plant-manufacturing-operations/830548/ăƒťă‚ľăƒ—ăƒŠă‚¤ăƒă‚§ăƒźăƒłăƒťăƒ€ă‚¤ăƒ– https://www.supplychaindive.com/news/sapporo-usa-to-close-craft-brewing-facilities-following-sale/828932/ăƒťăƒ•ă‚Łă‚˘ă‚šăƒťăƒ•ă‚Ąăƒźăƒž https://www.fiercepharma.com/pharma/bristol-myers-cuts-another-265-jobs-tied-new-jersey-headquartersăƒťWITN https://www.witn.com/2026/09/30/masterbrand-cabinets-slashes-nearly-400-jobs-kinston-manufacturing-facility/ăƒťçąłäž›çľŚçŽĄç†ĺ”äźš https://www.textileworld.com/textile-world/2026/10/manufacturing-pmi-at-54-5-september-2026-ism-manufacturing-pmi-report/ăƒťTDă‚¨ă‚łăƒŽăƒŸă‚Żă‚š https://economics.td.com/us-ism-manufacturing-index | 16m 47s | ||||||
| 10/10/26 | 【10/10】米消費者信頼感46.3 雇用と家計心理がずれる実態 | ミシガン大消費者信頼感は46.3、現状指数は44.7と1952年以来の最低。物価見通しは1年先4.7%に上昇しました。低い失業保険申請と拡大を保つサービス業、加速する仕入れ価格、7.40%に上がった住宅ローン金利、所得と資産で分かれる景況感まで、今週の米指標から家計の現在地を読み解きます。公式noteで詳細テキストレポート公開中！https://note.com/kiku_keizai-----・ミシガン大学消費者信頼感46.3と現状指数44.7の過去最低・物価見通し1年先4.7%と5年先3.5% ガソリン価格の影響・低所得層と株式保有の少ない層で景況感が急低下・ISMサービス業54.9と仕入れ価格74.0の加速・失業保険の新規申請19万7000件 採用も解雇も少ない労働市場・住宅ローン金利7.40%と10年債入札5.300%・FOMC議事要旨と物価の上振れリスク-----一次情報ソース・ブルームバーグ https://www.bloomberg.com/news/articles/2026-10-09/us-consumer-sentiment-falls-to-five-month-low-in-october・CNN https://www.cnn.com/2026/10/09/economy/us-economy-consumer-sentiment・インベスティング・ドットコム https://investing.com/news/economic-indicators/us-consumer-sentiment-inches-lower-in-october-umich-survey-shows-4941388・ベリファイド・インベスティング https://verifiedinvesting.com/blogs/us-economic-metrics/ism-services-september-2026・米労働省 https://www.dol.gov/ui/data.pdf・フレディマック https://freddiemac.gcs-web.com/news-releases/news-release-details/mortgage-rates-average-740・フォックス・ビジネス https://www.foxbusiness.com/economy/mortgage-rates-10-8-2026 | 15m 33s | ||||||
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Chart history for 聞く経済ニュース - 海外メディア超多読ラジオ
Peaked at #5 in Japan, top 10 in 1 of 6 tracked markets, currently #5 in Japan.
| Market | Genre | Peak | Current | Trend |
|---|---|---|---|---|
| Japan | — | #5 | #5 | — |
| Japan | — | #30 | #30 | — |
| TH | — | #104 | #104 | — |
| HU | — | #133 | #133 | — |
| South Korea | — | #191 | #191 | — |
| ID | — | #191 | #191 | — |
Chart Positions
6 placements across 5 markets.
Chart Positions
6 placements across 5 markets.