{"id":336,"date":"2026-09-12T08:33:10","date_gmt":"2026-09-11T23:33:10","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=336"},"modified":"2026-09-12T08:33:10","modified_gmt":"2026-09-11T23:33:10","slug":"daily-morning-report-2026%e5%b9%b49%e6%9c%8812%e6%97%a5","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=336","title":{"rendered":"Daily Morning Report (2026\u5e749\u670812\u65e5)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u7c738\u6708\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\uff08CPI\uff09\u306f\u3001\u524d\u65e5\u306ePPI\u306b\u7d9a\u3044\u3066\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u632f\u308c\u308b\uff01\uff01<br><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. \u6982\u8981\u30fb\u5e02\u5834\u306e\u30dd\u30a4\u30f3\u30c8<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3000\u6628\u591c\u767a\u8868\u3055\u308c\u305f\u7c738\u6708\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\uff08CPI\uff09\u306f\u3001\u524d\u65e5\u306ePPI\u306b\u7d9a\u3044\u3066\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u632f\u308c\u308b\u7d50\u679c\u3068\u306a\u308a\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u6025\u9a30\u3068\u30b5\u30fc\u30d3\u30b9\u4fa1\u683c\u306e\u9ad8\u6b62\u307e\u308a\u304c\u7c73\u56fd\u306e\u30a4\u30f3\u30d5\u30ec\u3092\u518d\u3073\u547c\u3073\u899a\u307e\u3057\u305f\u3053\u3068\u3092\u6c7a\u5b9a\u3065\u3051\u305f\u3002\u3053\u308c\u3092\u53d7\u3051\u3001\u7c73\u77ed\u671f\u91d1\u878d\u5e02\u5834\u3067\u306f\u65b0FRB\u8b70\u9577\u30b1\u30d3\u30f3\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5\u6c0f\u306b\u5bfe\u3057\u300c\u6765\u9031\u306eFOMC\u3067\u8ffd\u52a0\u5229\u4e0a\u3052\u306b\u8e0f\u307f\u5207\u308b\u304b\u5426\u304b\u3001\u8a00\u52d5\u306e\u4e00\u81f4\uff08Put up or shut up\uff09\u304c\u8a66\u3055\u308c\u308b\u300d\u3068\u5f37\u70c8\u306a\u5229\u4e0a\u3052\u5727\u529b\u304c\u96c6\u4e2d\u3002\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f\u4e00\u66424.96%\u3068\u7bc0\u76ee\u306e5.0%\u76ee\u524d\u307e\u3067\u6025\u4f38\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p 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am the house\uff09\u3060\u300d\u300c\u65e5\u9280\u304c\u3069\u3046\u52d5\u304f\u304b\u6b63\u78ba\u306b\u628a\u63e1\u3057\u3066\u3044\u308b\u300d\u3068\u516c\u8a00\u3057\u3066\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u5186\u58f2\u308a\u3092\u8105\u8feb\u3002\u65e5\u7c73\u5f53\u5c40\u306b\u3088\u308b\u5186\u5b89\u5305\u56f2\u7db2\u304c\u5b8c\u6210\u3057\u3001\u6d77\u5916\u52e2\u306e\u5186\u30b7\u30e7\u30fc\u30c8\u304c\u5b8c\u5168\u306b\u89e3\u4f53\u3055\u308c\u3064\u3064\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3000\u30b4\u30fc\u30eb\u30c9\uff08\u91d1\uff09\u306f\u3001\u7c73\u9577\u671f\u91d1\u5229\u304c4.95%\u307e\u3067\u6025\u4e0a\u6607\u3057\u3001\u672c\u6765\u3067\u3042\u308c\u3070\u58f2\u308a\u3092\u6d74\u3073\u308b\u5c40\u9762\u3067\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u6975\u3081\u3066\u9811\u5f37\u306a\u6700\u9ad8\u5024\u570f\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002\u4e2d\u6771\u6226\u4e89\u306e\u6ce5\u6cbc\u5316\uff082029\u5e74\u307e\u3067\u7d99\u7d9a\u89b3\u6e2c\uff09\u3068\u7c73\u56fd\u306e\u50b5\u52d9\u81a8\u5f35\uff08\u8d64\u5b572\u5146\u30c9\u30eb\u76ee\u524d\uff09\u304c\u3001\u6cd5\u5b9a\u901a\u8ca8\u306e\u6e1b\u4fa1\uff08Debasement\uff09\u306b\u5bfe\u3059\u308b\u7a76\u6975\u306e\u4fdd\u967a\u3068\u3057\u3066\u306e\u30b4\u30fc\u30eb\u30c9\u306e\u9700\u8981\u3092\u5f37\u70c8\u306b\u62bc\u3057\u4e0a\u3052\u3066\u3044\u308b\u3002\u91d1\u5229\u4e0a\u6607\u306e\u30c7\u30e1\u30ea\u30c3\u30c8\u3092\u5b89\u5168\u8cc7\u7523\u3068\u3057\u3066\u306e\u5b9f\u9700\u304c\u5b8c\u5168\u306b\u6253\u3061\u6d88\u3059\u300c\u6709\u4e8b\u306e\u91d1\u300d\u306e\u771f\u4fa1\u304c\u767a\u63ee\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u6697\u53f7\u8cc7\u7523\uff08\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3 BTC\uff09\u306f\u300174,500\u301c75,200\u30c9\u30eb\u53f0\u3067\u5e95\u5805\u304f\u63a8\u79fb\u3002\u4f1d\u7d71\u7684\u306a\u91d1\u878d\u5e02\u5834\u304c\u50b5\u5238\u58f2\u308a\u3068\u91d1\u5229\u6025\u9a30\u3067\u63fa\u308c\u308b\u4e2d\u3001\u4e3b\u6a29\u56fd\u5bb6\u306e\u8ca1\u653f\u7834\u7dbb\u30ea\u30b9\u30af\u306b\u5de6\u53f3\u3055\u308c\u306a\u3044\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u8cc7\u7523\u3068\u3057\u3066\u306e\u72ec\u81ea\u306e\u5730\u4f4d\u3092\u4fdd\u3061\u300175,000\u30c9\u30eb\u306e\u5927\u53f0\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. \u8003\u5bdf\u30dd\u30a4\u30f3\u30c8\u3010\u91cd\u8981\u30c6\u30fc\u30de5\u9078\u3011<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. 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