{"id":340,"date":"2026-09-13T11:50:35","date_gmt":"2026-09-13T02:50:35","guid":{"rendered":"https:\/\/ktym-partners.jp\/?p=340"},"modified":"2026-09-13T11:50:35","modified_gmt":"2026-09-13T02:50:35","slug":"weekly-morning-report-2026%e5%b9%b49%e6%9c%88%e7%ac%ac2%e9%80%b1-9-7%e3%80%9c9-12","status":"publish","type":"post","link":"https:\/\/ktym-partners.jp\/?p=340","title":{"rendered":"Weekly Morning Report (2026\u5e749\u6708\u7b2c2\u9031 \/ 9\/7\u301c9\/12)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\u30a4\u30f3\u30d5\u30ec\u518d\u52a0\u901f\u3068\u9577\u671f\u91d1\u5229\u306e\u66b4\u8d70\u3001\u65e5\u7c73\u901a\u8ca8\u5f53\u5c40\u306b\u3088\u308b\u300c\u5186\u5b89\u5305\u56f2\u7db2\u306e\u5b8c\u6210\u300d\u304c\u540c\u6642\u306b\u62bc\u3057\u5bc4\u305b\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. 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class=\"wp-block-paragraph\">\u30002026\u5e749\u6708\u7b2c2\u9031\uff089\u67087\u65e5\u301c9\u670812\u65e5\uff09\u306f\u3001\u4e2d\u6771\u306b\u304a\u3051\u308b\u5b9f\u8cea\u7684\u306a\u5168\u9762\u6226\u4e89\u3078\u306e\u7a81\u5165\u3001\u539f\u6cb9\u306e100\u30c9\u30eb\u5927\u53f0\u7a81\u7834\u3001\u6b27\u7c73\u306e\u30a4\u30f3\u30d5\u30ec\u518d\u52a0\u901f\u3068\u9577\u671f\u91d1\u5229\u306e\u66b4\u8d70\u3001\u304a\u3088\u3073\u65e5\u7c73\u901a\u8ca8\u5f53\u5c40\u306b\u3088\u308b\u300c\u5186\u5b89\u5305\u56f2\u7db2\u306e\u5b8c\u6210\u300d\u304c\u540c\u6642\u306b\u62bc\u3057\u5bc4\u305b\u305f\u3001\u6b74\u53f2\u7684\u306a\u5206\u6c34\u5dba\u3068\u306a\u308b1\u9031\u9593\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u9031\u521d\u3001\u5916\u56fd\u70ba\u66ff\u5e02\u5834\u3067\u306f\u300cYen breaks loose\uff08\u89e3\u304d\u653e\u305f\u308c\u305f\u5186\uff09\u300d\u306e\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u3068\u3068\u3082\u306b\u3001\u30c9\u30eb\u5186\u304c155\u5186\u53f0\u5f8c\u534a\u304b\u3089\u4e00\u6c17\u306b154\u5186\u3001153\u5186\u53f0\u3078\u3068\u6025\u843d\u3057\u305f\u3002\u5148\u9031\u307e\u3067\u306e\u300c160\u5186\u653b\u9632\u300d\u306f\u5b8c\u5168\u306b\u904e\u53bb\u306e\u3082\u306e\u3068\u306a\u308a\u30012026\u5e742\u6708\u4ee5\u6765\u3068\u306a\u308b\u7d047\u30f6\u6708\u3076\u308a\u306e\u5186\u9ad8\u6c34\u6e96\u3092\u66f4\u65b0\u3002\u5e02\u5834\u306e\u76ee\u3092\u91d8\u4ed8\u3051\u306b\u3057\u305f\u306e\u306f\u3001\u6765\u903117\u301c18\u65e5\u306b\u63a7\u3048\u308b\u65e5\u9280\u306e\u91d1\u878d\u653f\u7b56\u6c7a\u5b9a\u4f1a\u5408\u3092\u524d\u306b\u3001\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u306e\u30a8\u30b3\u30ce\u30df\u30b9\u30c8\u8abf\u67fb\u3067\u5bfe\u8c61\u3068\u306a\u3063\u305f52\u4eba\u5168\u54e1\u304c\u300c\u653f\u7b56\u91d1\u52290.25%\u5229\u4e0a\u3052\uff081.25%\u3078\uff09\u300d\u3092\u4e88\u60f3\u3057\u305f\u3053\u3068\u3060\u3002\u3055\u3089\u306b\u30d9\u30c3\u30bb\u30f3\u30c8\u7c73\u8ca1\u52d9\u9577\u5b98\u304c\u300c\u4eca\u3084\u79c1\u304c\u70ba\u66ff\u306e\u80f4\u5143\uff08I am the house\uff09\u3060\u300d\u300c\u65e5\u9280\u306e\u52d5\u304d\u306f\u5b8c\u5168\u306b\u628a\u63e1\u3057\u3066\u3044\u308b\u300d\u3068\u767a\u8a00\u3057\u3001\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u5186\u58f2\u308a\u3092\u516c\u7136\u3068\u8105\u8feb\u3002\u65e5\u7c73\u4e21\u5f53\u5c40\u306e\u5229\u5bb3\u304c\u300c\u5186\u5b89\u963b\u6b62\u300d\u3067\u5b8c\u5168\u306b\u4e00\u81f4\u3057\u305f\u3053\u3068\u3067\u3001\u9577\u5e74\u5e02\u5834\u3092\u652f\u914d\u3057\u3066\u304d\u305f\u5186\u30ad\u30e3\u30ea\u30fc\u30c8\u30ec\u30fc\u30c9\u306e\u5dfb\u304d\u623b\u3057\u304c\u4e00\u6c17\u306b\u52a0\u901f\u3057\u305f\u3002\u3053\u308c\u306f\u30c7\u30ab\u3044\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\">\u3053\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u6025\u9a30\u306f\u3001\u6b27\u7c73\u306e\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u3092\u4e00\u6c17\u306b\u518d\u71c3\u3055\u305b\u305f\u3002\u7c738\u6708PPI\uff08\u524d\u5e74\u6bd4+5.4%\uff09\u304a\u3088\u3073\u7c738\u6708CPI\u306e\u4e0a\u632f\u308c\u3092\u53d7\u3051\u3001\u6b27\u5dde\u4e2d\u592e\u9280\u884c\uff08ECB\uff09\u306f\u653f\u7b56\u91d1\u5229\u309225bp\u5f15\u304d\u4e0a\u3052\u30662.50%\u3068\u3059\u308b\u96fb\u6483\u5229\u4e0a\u3052\u3092\u65ad\u884c\u3002\u7c73\u56fd\u50b5\u5238\u5e02\u5834\u3067\u306f\u8ca1\u52d9\u7701\u306e60\u5104\u30c9\u30eb\u30d0\u30a4\u30d0\u30c3\u30af\u304c\u4e0a\u9650\u672a\u9054\u306b\u7d42\u308f\u308a\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f\u4e00\u66424.96%\u3068\u7bc0\u76ee\u306e5.0%\u76ee\u524d\u307e\u3067\u6025\u4f38\u3057\u305f\u3002\u7c73\u682a\u5f0f\u5e02\u5834\u306f\u91d1\u5229\u9ad8\u3068\u539f\u6cb9\u9ad8\u306e\u91cd\u5727\u306b\u5c48\u3057\u3001S&amp;P 500\u306f7,591.70\uff08-0.6%\uff09\u30687,600\u30dd\u30a4\u30f3\u30c8\u3092\u5272\u308a\u8fbc\u3093\u3067\u9031\u9593\u30d9\u30fc\u30b9\u3067\u8abf\u6574\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u6975\u9650\u306e\u8352\u6ce2\u306e\u4e2d\u3067\u3001\u30c8\u30eb\u30b3\u4e2d\u592e\u9280\u884c\uff08TCMB\uff09\u306f\u653f\u7b56\u91d1\u522937.00%\u306e\u636e\u3048\u7f6e\u304d\u3068\u65ad\u56fa\u305f\u308b\u30bf\u30ab\u6d3e\u59ff\u52e2\u3092\u5805\u6301\u3002\u30c9\u30eb\u5186\u6025\u843d\u3068\u539f\u6cb9108\u30c9\u30eb\u7a81\u7834\u306e\u731b\u70c8\u306a\u9006\u98a8\u3092\u6d74\u3073\u306a\u304c\u3089\u3082\u3001\u30c8\u30eb\u30b3\u30ea\u30e9\u5186\uff08TRY\/JPY\uff09\u306f\u4e00\u66423.14\u5186\u53f0\u306e\u904e\u53bb\u6700\u5b89\u5024\u570f\u304b\u30893.16\u5186\u53f0\u3078\u3068\u529b\u5f37\u304f\u53cd\u767a\u3057\u3001\u5ca9\u76e4\u9632\u885b\u306b\u6210\u529f\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6765\u9031\u306f\u300116\u301c17\u65e5\u306e\u7c73FOMC\u3068\u300117\u301c18\u65e5\u306e\u65e5\u9280\u91d1\u878d\u653f\u7b56\u6c7a\u5b9a\u4f1a\u5408\u304c\u6b63\u9762\u885d\u7a81\u3059\u308b\u300c\u4e2d\u592e\u9280\u884c\u30b9\u30fc\u30d1\u30fc\u30a6\u30a3\u30fc\u30af\u300d\u3060\u3002\u4e16\u754c\u540c\u6642\u30a4\u30f3\u30d5\u30ec\u7b2c2\u6ce2\u3068\u65e5\u7c73\u91d1\u5229\u5dee\u7e2e\u5c0f\u306e\u72ed\u9593\u3067\u3001\u79cb\u76f8\u5834\u306f\u6700\u5927\u306e\u30af\u30e9\u30a4\u30de\u30c3\u30af\u30b9\u3078\u3068\u7a81\u5165\u3059\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. \u8cc7\u7523\u30af\u30e9\u30b9\u5225\u30fb\u9031\u9593\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u3068\u52d5\u5411\u691c\u8a3c<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2460 \u70ba\u66ff\u5e02\u5834\uff08FX\uff09\uff1a\u30c9\u30eb\u5186153\u5186\u53f0\u5b9a\u7740\u3068\u65e5\u9280\u5168\u54e1\u5229\u4e0a\u3052\u4e88\u60f3\u3001\u30c8\u30eb\u30b3\u30ea\u30e93.16\u5186\u6b7b\u5b88<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u30c9\u30eb\/\u5186\uff08USD\/JPY\uff09\uff3b\u9031\u521d155.85\u5186 \u2794 \u9031\u672b153.61\u5186\uff08\u9031\u9593 -2.24\u5186\uff09\uff3d<\/strong>: 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class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c8\u30eb\u30b3\u30ea\u30e9\/\u5186\uff08TRY\/JPY\uff09\uff3b\u9031\u521d3.20\u5186\u524d\u5f8c \u2794 \u9031\u4e2d\u5b89\u50243.14\u5186\u53f0 \u2794 \u9031\u672b3.163\u5186\uff3d<\/strong>: \u9031\u524d\u534a\u3001\u30c9\u30eb\u5186\u306e\u6025\u843d\uff08\u5186\u9ad8\uff09\u3068\u5317\u6d77\u30d6\u30ec\u30f3\u30c8108\u30c9\u30eb\u7a81\u7834\u306e\u30c0\u30d6\u30eb\u30d1\u30f3\u30c1\u3092\u53d7\u3051\u3001\u5408\u6210\u30ec\u30fc\u30c8\u8a08\u7b97\uff08USD\/JPY \u00f7 USD\/TRY\uff09\u306e\u76f4\u6483\u306b\u3088\u308a\u4e00\u66423.14\u5186\u53f0\u306e\u904e\u53bb\u6700\u5b89\u5024\u570f\u307e\u3067\u58f2\u308a\u8fbc\u307e\u308c\u305f\u3002\u3057\u304b\u3057\u300110\u65e5\uff08\u6728\uff09\u591c\u306e\u30c8\u30eb\u30b3\u4e2d\u9280\u4f1a\u5408\u3067\u653f\u7b56\u91d1\u522937.00%\u636e\u3048\u7f6e\u304d\u3068\u30bf\u30ab\u6d3e\u30b9\u30bf\u30f3\u30b9\u304c\u78ba\u8a8d\u3055\u308c\u305f\u3053\u3068\u3067\u6025\u53cd\u767a\u3002\u30c9\u30eb\u30c8\u30eb\u30b3\u30ea\u30e9\uff08USD\/TRY\uff09\u304c48.40\u301c48.50\u30ea\u30e9\u8fd1\u8fba\u3067\u9a5a\u7570\u7684\u306a\u7c98\u308a\u3092\u898b\u305b\u305f\u3053\u3068\u3082\u3042\u308a\u3001\u9031\u672b\u306f3.163\u5186\uff08\u65e5\u4e2d\u9ad8\u50243.18\u5186\u53f0\uff09\u3092\u78ba\u4fdd\u30023.14\u5186\u306e\u5ca9\u76e4\u30b5\u30dd\u30fc\u30c8\u9632\u885b\u306b\u6210\u529f\u3057\u3001\u9ad8\u30b9\u30ef\u30c3\u30d7\u904b\u7528\u8005\u306b\u3068\u3063\u3066\u80f8\u3092\u64ab\u3067\u4e0b\u308d\u3059\u8d8a\u9031\u3068\u306a\u3063\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2461 \u50b5\u5238\u30fb\u91d1\u5229\u5e02\u5834\uff1a\u7c7310\u5e74\u50b54.96%\uff085%\u76ee\u524d\uff09\u3068\u65e5\u672c\u9577\u671f\u91d1\u52293.00%\u306e\u5b9a\u7740<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u7c73\u56fd\u50b5\u5229\u56de\u308a\uff3b\u7c7310\u5e74\u50b5: \u9031\u521d4.77% \u2794 \u4e00\u66424.96% \u2794 \u9031\u672b4.95%\uff3d<\/strong>: \u539f\u6cb9108\u30c9\u30eb\u8d85\u3048\u3068\u7c738\u6708PPI\uff08+5.4%\uff09\u30fbCPI\u306e\u4e0a\u632f\u308c\u3092\u53d7\u3051\u3001\u50b5\u5238\u58f2\u308a\u304c\u30d1\u30cb\u30c3\u30af\u7684\u306b\u52a0\u901f\u3002\u30d9\u30c3\u30bb\u30f3\u30c8\u8ca1\u52d9\u9577\u5b98\u304c\u6253\u3061\u51fa\u3057\u305f\u9577\u671f\u50b5\u30d0\u30a4\u30d0\u30c3\u30af\u67a0\u62e1\u5927\uff0860\u5104\u30c9\u30eb\uff09\u3082\u5fdc\u52df\u304c51.9\u5104\u30c9\u30eb\u306b\u3068\u3069\u307e\u308a\u3001\u5e02\u5834\u306e\u5931\u671b\u3092\u8a98\u767a\u3002\u65b0FRB\u8b70\u9577\u30b1\u30d3\u30f3\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5\u6c0f\u306b\u5bfe\u3059\u308b\u5229\u4e0a\u3052\u5727\u529b\uff08Put up or shut up\uff09\u304c\u5f37\u307e\u308a\u300110\u5e74\u50b5\u5229\u56de\u308a\u306f2023\u5e74\u4ee5\u6765\u306e\u9ad8\u6c34\u6e96\u3068\u306a\u308b4.96%\u3078\u6025\u9a30\u3057\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u65e5\u672c\u56fd\u50b5\u5229\u56de\u308a\uff3b\u65e5\u672c10\u5e74\u50b5: 3.00%\u5b9a\u7740\uff3d<\/strong>: \u65e5\u672c\u306e\u65b0\u767a10\u5e74\u7269\u56fd\u50b5\u5229\u56de\u308a\u306f\u518d\u30733.00%\u306b\u5230\u9054\u3002\u65e5\u9280\u306e9\u6708\u8ffd\u52a0\u5229\u4e0a\u3052\u304c\u78ba\u5b9f\u8996\u3055\u308c\u308b\u4e2d\u3001\u91d1\u878d\u5e81\u306e\u4f0a\u85e4\u9577\u5b98\u304c\u5730\u9280\u306b\u5bfe\u3057\u6709\u4fa1\u8a3c\u5238\u542b\u307f\u640d\u3068\u4e0e\u4fe1\u30ea\u30b9\u30af\u306b\u7570\u4f8b\u306e\u8b66\u9418\u3092\u9cf4\u3089\u3059\u306a\u3069\u3001\u300c\u91d1\u5229\u3042\u308b\u4e16\u754c\u300d\u3078\u306e\u9069\u5fdc\u304c\u55ab\u7dca\u306e\u8ab2\u984c\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u2462 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Duo\uff08\u65e5\u672c\u4fa1\u683c36\u4e074800\u5186\u301c\uff09\u300d\u3092\u767a\u8868\u3057\u305f\u3082\u306e\u306e\u3001\u9ad8\u4fa1\u683c\u8a2d\u5b9a\u3068\u6750\u6599\u51fa\u5c3d\u304f\u3057\u611f\u304b\u3089\u682a\u4fa1\u306f\u8edf\u8abf\u3002BofA\u304c\u300cAI\u9676\u9154\u76f8\u5834\u304b\u3089\u4eca\u3059\u3050\u30d8\u30c3\u30b8\u305b\u3088\u300d\u3068\u8b66\u544a\u3059\u308b\u306a\u3069\u3001\u30cf\u30a4\u30c6\u30af\u4e3b\u5c0e\u306e\u682a\u9ad8\u306b\u8b66\u6212\u611f\u304c\u5e83\u304c\u3063\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u65e5\u672c\u682a\uff08\u65e5\u7d4c\u5e73\u5747\u30fbTOPIX\uff09<\/strong>: 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\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u30fb\u6697\u53f7\u8cc7\u7523\uff1a\u539f\u6cb914\u30c9\u30eb\u66b4\u9a30\u3068\u30b4\u30fc\u30eb\u30c9\u306e\u300c\u6709\u4e8b\u306e\u771f\u4fa1\u300d<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u539f\u6cb9\u30fb\u30a8\u30cd\u30eb\u30ae\u30fc\uff3b\u30d6\u30ec\u30f3\u30c8: \u9031\u521d$91.80 \u2794 \u4e00\u6642$108.90 \u2794 \u9031\u672b$105.80 \/ WTI: $103.84\uff3d<\/strong>: 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\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u304c4.96%\u307e\u3067\u6025\u4e0a\u6607\u3059\u308b\u4e2d\u3067\u3082\u3001\u91d1\u306f\u4e2d\u6771\u6ce5\u6cbc\u5316\u3068\u7c73\u8ca1\u653f\u8d64\u5b57\uff082\u5146\u30c9\u30eb\u76ee\u524d\u30fb\u50b5\u52d940\u5146\u30c9\u30eb\u7a81\u7834\uff09\u3078\u306e\u7a76\u6975\u306e\u901a\u8ca8\u30d8\u30c3\u30b8\u3068\u3057\u3066\u6700\u9ad8\u5024\u570f\u3067\u6975\u3081\u3066\u9811\u5f37\u306b\u63a8\u79fb\u3002\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u308274,500\u301c75,200\u30c9\u30eb\u53f0\u3067\u5e95\u5805\u3055\u3092\u4fdd\u3063\u305f\u3002<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. \u4e2d\u6771\u6226\u4e89\u306e\u6ce5\u6cbc\u5316\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u79e9\u5e8f\u306e\u5d29\u58ca\uff08\u4eca\u9031\u306e\u6700\u91cd\u8981\u5730\u653f\u5b66\u30ea\u30b9\u30af\uff09<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u4eca\u9031\u3001\u4e16\u754c\u304c\u76ee\u6483\u3057\u305f\u306e\u306f\u3001\u4e2d\u6771\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u7269\u7406\u7684\u306b\u5bf8\u65ad\u3055\u308c\u308b\u300c\u6700\u60aa\u306e\u30b7\u30ca\u30ea\u30aa\u300d\u306e\u73fe\u5b9f\u5316\u3060\u3063\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u3000\u8ecd\u306b\u3088\u308b\u30a4\u30e9\u30f3\u672c\u571f\u306e\u539f\u6cb9\u7a4d\u51fa\u6e2f\u300c\u30ab\u30fc\u30b0\u5cf6\u300d\u304a\u3088\u3073\u30b8\u30e3\u30b9\u30af\u6e2f\u3078\u306e\u76f4\u63a5\u7a7a\u7206\u3092\u53d7\u3051\u3001\u30a4\u30e9\u30f3\u6307\u5c0e\u90e8\u306f\u56fd\u5bb6\u306e\u5b58\u4ea1\u3092\u304b\u3051\u305f\u5fb9\u5e95\u6297\u6226\u3078\u8235\u3092\u5207\u3063\u305f\u3002\u30e8\u30eb\u30c0\u30f3\u306e\u7c73\u8ecd\u57fa\u5730\u3078\u306e\u30df\u30b5\u30a4\u30eb\u653b\u6483\u3067\u7c73\u8ecd\u6a5f\u3092\u640d\u50b7\u3055\u305b\u305f\u3060\u3051\u3067\u306a\u304f\u3001\u30a4\u30a8\u30e1\u30f3\u306e\u89aa\u30a4\u30e9\u30f3\u6b66\u88c5\u7d44\u7e54\u30d5\u30fc\u30b7\u6d3e\u304c\u7d05\u6d77\u6cbf\u5cb8\u306e\u8981\u885d\u30e2\u30ab\u6e2f\u304a\u3088\u3073\u30d0\u30d6\u30fb\u30a8\u30eb\u30fb\u30de\u30f3\u30c7\u30d6\u6d77\u5ce1\u4e2d\u592e\u306e\u30de\u30e6\u30f3\u5cf6\u3092\u5b8c\u5168\u5236\u5727\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u3053\u308c\u306b\u3088\u308a\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u304c\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u5c01\u9396\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306b\u9577\u5e74\u6574\u5099\u3057\u3066\u304d\u305f\u300c\u6771\u6a2a\u65ad\u77f3\u6cb9\u30d1\u30a4\u30d7\u30e9\u30a4\u30f3\uff08\u30da\u30eb\u30b7\u30e3\u6e7e\u304b\u3089\u7d05\u6d77\u30e4\u30f3\u30d6\u30fc\u3078\u629c\u3051\u308b\u52d5\u8108\uff09\u300d\u307e\u3067\u3082\u304c\u653b\u6483\u3092\u53d7\u3051\u3001\u64cd\u696d\u505c\u6b62\u306b\u8ffd\u3044\u8fbc\u307e\u308c\u305f\u3002\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u3068\u7d05\u6d77\u306e\u53cc\u65b9\u304c\u8ecd\u4e8b\u7684\u306b\u585e\u304c\u308c\u3001\u30b5\u30a6\u30b8\u306e8\u6708\u539f\u6cb9\u751f\u7523\u304c1990\u5e74\u4ee5\u6765\u306e\u4f4e\u6c34\u6e96\u306b\u843d\u3061\u8fbc\u3093\u3060\u4e8b\u5b9f\u306f\u3001\u4e16\u754c\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u8f38\u9001\u7db2\u306b\u3068\u3063\u3066\u81f4\u547d\u7684\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u3055\u3089\u306b\u885d\u6483\u7684\u3060\u3063\u305f\u306e\u306f\u3001\u30d0\u30f3\u30b9\u526f\u5927\u7d71\u9818\u3084\u30eb\u30d3\u30aa\u56fd\u52d9\u9577\u5b98\u3089\u7c73\u653f\u6a29\u5e79\u90e8\u304c\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306b\u5bfe\u3057\u3001\u300c\u5bfe\u30a4\u30e9\u30f3\u6226\u4e89\u306f2029\u5e741\u6708\u306e\u4efb\u671f\u6e80\u4e86\u307e\u3067\u7d9a\u304f\u53ef\u80fd\u6027\u304c\u3042\u308b\u300d\u3068\u516c\u5f0f\u306b\u4f1d\u9054\u3057\u305f\u3053\u3068\u3060\u3002\u30c8\u30e9\u30f3\u30d7\u6c0f\u304c\u7e70\u308a\u8fd4\u3057\u3066\u304d\u305f\u300c\u4e2d\u9593\u9078\u6319\u76f4\u5f8c\u306b\u7d42\u7d50\u3059\u308b\u300d\u3068\u3044\u3046\u697d\u89b3\u8ad6\u306f\u7c73\u8ecd\u30fb\u60c5\u5831\u6a5f\u95a2\u306b\u3088\u3063\u3066\u5b8c\u5168\u306b\u5426\u5b9a\u3055\u308c\u305f\u3002\u539f\u6cb9105\u301c108\u30c9\u30eb\u53f0\u306e\u5b9a\u7740\u306f\u4e00\u6642\u7684\u306a\u30b7\u30e7\u30c3\u30af\u3067\u306f\u306a\u304f\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306b\u308f\u305f\u3063\u3066\u4e16\u754c\u7d4c\u6e08\u3092\u82e6\u3057\u3081\u308b\u69cb\u9020\u7684\u306a\u30b9\u30bf\u30b0\u30d5\u30ec\u30fc\u30b7\u30e7\u30f3\u8981\u56e0\u3068\u306a\u308b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. \u65e5\u7c73\u6b27\u4e2d\u592e\u9280\u884c\u306e\u653f\u7b56\u5206\u5c90\u3068\u300c\u91d1\u5229\u9ad8\u6b62\u307e\u308a\u300d\u306e\u6df1\u5c64<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u4eca\u9031\u306e\u91d1\u878d\u5e02\u5834\u3092\u63fa\u308b\u304c\u3057\u305f\u3082\u3046\u4e00\u3064\u306e\u9707\u6e90\u5730\u306f\u3001\u65e5\u7c73\u6b27\u306e\u4e2d\u592e\u9280\u884c\u3092\u5de1\u308b\u30c9\u30e9\u30de\u30c1\u30c3\u30af\u306a\u653f\u7b56\u306e\u306d\u3058\u308c\u3068\u5f15\u304d\u7de0\u3081\u5727\u529b\u306e\u6fc0\u5316\u3060\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u6b27\u5dde\u3067\u306f\u3001ECB\u304c\u30a8\u30cd\u30eb\u30ae\u30fc\u4fa1\u683c\u9ad8\u9a30\u306b\u4f34\u3046\u30a4\u30f3\u30d5\u30ec\u9577\u671f\u5316\u3092\u8b66\u6212\u3057\u3001\u653f\u7b56\u91d1\u5229\u309225bp\u5f15\u304d\u4e0a\u3052\u30662.50%\u3068\u3059\u308b\u6c7a\u5b9a\u3092\u4e0b\u3057\u305f\u3002\u4e3b\u8981\u56fd\u3067\u5229\u4e0b\u3052\u3069\u3053\u308d\u304b\u300c\u5229\u4e0a\u3052\u518d\u958b\u300d\u306e\u30c9\u30df\u30ce\u304c\u59cb\u307e\u3063\u305f\u610f\u5473\u306f\u91cd\u3044\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3000\u7c73\u56fd\u3067\u306f\u3001\u7c73\u8ca1\u52d9\u7701\u306e\u30d9\u30c3\u30bb\u30f3\u30c8\u9577\u5b98\u306b\u3088\u308b\u300c\u9577\u671f\u50b5\u30d0\u30a4\u30d0\u30c3\u30af\u62e1\u5927\u30aa\u30da\uff08\u4e0a\u965060\u5104\u30c9\u30eb\uff09\u300d\u304c\u3001\u308f\u305a\u304b51.9\u5104\u30c9\u30eb\u306e\u8cb7\u3044\u5165\u308c\u306b\u3068\u3069\u307e\u308b\u5927\u5931\u614b\u3092\u6f14\u3058\u305f\u300240\u5146\u30c9\u30eb\u3092\u8d85\u3048\u308b\u516c\u7684\u50b5\u52d9\u3068\u539f\u6cb9\u9ad8\u306b\u3088\u308b\u30a4\u30f3\u30d5\u30ec\u518d\u71c3\u306e\u524d\u306b\u3001\u8ca1\u52d9\u7701\u306e\u5c0f\u624b\u5148\u306e\u8cb7\u3044\u652f\u3048\u306f\u5e02\u5834\u306b\u898b\u900f\u304b\u3055\u308c\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f4.96%\u3078\u3068\u6025\u4f38\u3002\u7c738\u6708PPI\uff08+5.4%\uff09\u3068CPI\u306e\u4e0a\u632f\u308c\u3092\u53d7\u3051\u3001\u65b0FRB\u8b70\u9577\u30b1\u30d3\u30f3\u30fb\u30a6\u30a9\u30fc\u30b7\u30e5\u6c0f\u306f\u6765\u9031\u306eFOMC\u3067\u300c\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u3078\u306e\u5fd6\u5ea6\uff08\u5229\u4e0b\u3052\uff09\u300d\u304b\u300c\u4e2d\u592e\u9280\u884c\u306e\u4fe1\u8a8d\uff08\u5229\u4e0a\u3052\uff09\u300d\u304b\u306e\u7a76\u6975\u306e\u9078\u629e\uff08Put up or shut up\uff09\u3092\u8feb\u3089\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\u305d\u3057\u3066\u65e5\u672c\u5e02\u5834\u3067\u306f\u3001\u30d9\u30c3\u30bb\u30f3\u30c8\u9577\u5b98\u304c\u300c\u79c1\u304c\u80f4\u5143\uff08I am the house\uff09\u3060\u300d\u300c\u65e5\u9280\u304c\u3069\u3046\u52d5\u304f\u304b\u628a\u63e1\u3057\u3066\u3044\u308b\u300d\u3068\u653e\u3063\u305f\u8a00\u8449\u304c\u6c7a\u5b9a\u6253\u3068\u306a\u3063\u305f\u3002\u7247\u5c71\u8ca1\u52d9\u76f8\u304c\u300c\u8a9e\u611f\u3068\u3057\u3066\u306f\u6016\u3044\u300d\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u305f\u901a\u308a\u3001\u7c73\u56fd\u304c\u65e5\u672c\u306e\u5229\u4e0a\u3052\u3092\u5f37\u529b\u306b\u5f8c\u62bc\u3057\u3057\u3001\u65e5\u7c73\u304c\u963f\u543d\u306e\u547c\u5438\u3067\u5186\u5b89\u9000\u6cbb\u306b\u52d5\u3044\u3066\u3044\u308b\u3053\u3068\u304c\u78ba\u5b9a\u3057\u305f\u3002\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u8abf\u67fb\u3067\u30a8\u30b3\u30ce\u30df\u30b9\u30c852\u4eba\u5168\u54e1\u304c\u6765\u9031\u306e0.25%\u5229\u4e0a\u3052\uff081.25%\u3078\uff09\u3092\u4e88\u60f3\u3057\u305f\u4e8b\u5b9f\u306f\u3001\u65e5\u9280\u304c\u30de\u30a4\u30ca\u30b9\u91d1\u5229\u89e3\u9664\u4ee5\u964d\u3067\u904e\u53bb\u6700\u901f\u306e\u5f15\u304d\u7de0\u3081\u30da\u30fc\u30b9\u306b\u7a81\u5165\u3059\u308b\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u56fd\u5185\u9577\u671f\u91d1\u52293%\u5b9a\u7740\u3068\u5408\u308f\u305b\u3001\u9577\u5e74\u7d9a\u3044\u305f\u300c\u5186\u30ad\u30e3\u30ea\u30fc\u30fb\u5186\u5b89\u30dc\u30fc\u30ca\u30b9\u300d\u306f\u5b8c\u5168\u306b\u7d42\u308f\u308a\u3092\u544a\u3052\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. \u7fcc\u9031\uff089\u6708\u7b2c3\u9031 \/ 9\/14\u301c9\/19\uff09\u306e\u6ce8\u76ee\u30a4\u30d9\u30f3\u30c8\uff06\u6295\u8cc7\u6226\u7565\u30b7\u30ca\u30ea\u30aa<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u3010\u7fcc\u9031\u306e\u6700\u91cd\u8981\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3011<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>9\u670814\u65e5\uff08\u6708\uff09<\/strong>: \u65e5\u672c\u5e02\u5834\u4f11\u5834\uff08\u656c\u8001\u306e\u65e5\uff09\u3001\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u65e5\u9280\u76f4\u524d\u30a6\u30a7\u30d3\u30ca\u30fc<\/li>\n\n\n\n<li><strong>9\u670816\u65e5\uff08\u6c34\uff09\u301c17\u65e5\uff08\u6728\uff09<\/strong>: <strong>\u7c73\u9023\u90a6\u516c\u958b\u5e02\u5834\u59d4\u54e1\u4f1a\uff08FOMC\uff09<\/strong>\uff08\u653f\u7b56\u91d1\u5229\u767a\u8868\u3001\u7d4c\u6e08\u898b\u901a\u3057SEP\u516c\u8868\u3001\u30a6\u30a9\u30fc\u30b7\u30e5\u65b0\u8b70\u9577\u8a18\u8005\u4f1a\u898b\uff09<\/li>\n\n\n\n<li><strong>9\u670817\u65e5\uff08\u6728\uff09\u301c18\u65e5\uff08\u91d1\uff09<\/strong>: <strong>\u65e5\u9280\u91d1\u878d\u653f\u7b56\u6c7a\u5b9a\u4f1a\u5408<\/strong>\uff08\u5168\u54e1\u4e88\u60f3\u306e0.25%\u8ffd\u52a0\u5229\u4e0a\u3052\u3067\u653f\u7b56\u91d1\u52291.25%\u3078\u3001\u690d\u7530\u7dcf\u88c1\u8a18\u8005\u4f1a\u898b\uff09<\/li>\n\n\n\n<li><strong>9\u670818\u65e5\uff08\u91d1\uff09<\/strong>: \u65e5\u672c8\u6708\u5168\u56fd\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\uff08CPI\uff09\u767a\u8868<\/li>\n\n\n\n<li><strong>9\u670821\u65e5\uff08\u6708\uff09\u301c23\u65e5\uff08\u6c34\uff09<\/strong>: \u65e5\u672c\u5e02\u5834\u30b7\u30eb\u30d0\u30fc\u30a6\u30a3\u30fc\u30af\u9023\u4f11\uff08\u6d41\u52d5\u6027\u4f4e\u4e0b\u6642\u306e\u70ba\u66ff\u4ecb\u5165\u30fb\u5e02\u5834\u6025\u5909\u8b66\u6212\u30be\u30fc\u30f3\uff09<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u3010\u6295\u8cc7\u6226\u7565\u30b7\u30ca\u30ea\u30aa\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u306e\u8996\u70b9\u3011<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. 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class=\"wp-block-paragraph\"><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2. 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