マーケットニュース
プレミアムソースからの金融ヘッドラインをリアルタイムで集約。業績、政策変更、セクター動向、世界経済の変化をカバーする厳選されたインテリジェンスフィードで、市場を動かすイベントの先を行きましょう。
本日の記事
最終更新
アクティブソース
AI市場サマリー
AIによる分析- AIブームと資金流入: AI関連ETFや企業買い戻しが拡大する一方、AI支出増で株価変動が顕在化。
- 地政学・エネルギーリスク: 米中関税、ウクライナ・イラン紛争、原油価格変動が市場全体に不透明感を与える。
- 金融政策と金利圧力: FRBは金利据え置きを示唆しつつ、債券利回り上昇が株式・債券間のリスクプレミアムを縮小。
- サステナビリティとインフラ投資: ブラジルETF急増、再生エネルギー大規模投資、冷蔵物流需要増が新たな成長領域に。
速報
市場 (8)
Shein flags tariff hits after posting quarterly loss ahead of Hong Kong IPO
FOMC Preview: Fed likely to hold rates despite oil spike, Citi sees dovish outcome
Shein files for Hong Kong IPO as tariff changes weigh on growth, profits
Why this strategist says U.S. institutional erosion is overstated
Saudi Arabia stocks lower at close of trade; Tadawul All Share down 0.34%
Companies with aggressive buybacks have lagged the S&P 500 in the AI era
Inside the S&P 500 AI boom, industrials are getting as rich as tech stocks
The industrials sector of the stock market is benefitting from the AI infrastructure boom with its P/E ratio up close …
経済学 (8)
Africa facing $10-$20 billion economic hit from ’super’ El Niño, AfDB climate chief warns
Trump sued hours after new tariffs take effect, as experts say they may not hold up
President Donald Trump has renewed a flurry of tariffs, including slapping 25% duties on Brazilian imports and vowing 50% tariffs …
4 generations, 6 different visions of the American Dream: 'I'm optimistic because of our resilience'
CNBC Make It asked notable voices in politics, finance and relationships on what it takes to achieve happiness and success …
Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
Arabica coffee prices hit a record level, as traders digested the withdrawal of President Trump’s threats to impose tariffs and …
The world’s balance-sheet is out of kilter with its economy
Restoring balance could be painful
How investors learned to live with inflation
Fewer than ever believe central bankers will bring it back to target
Can Kevin Warsh’s Fed force 5 reimagine monetary policymaking?
The new chairman enlists heavy-hitters to fight a handful of gnarly problems
China’s trade gap is narrowing. And other surprises
The world’s second-biggest economy is stumbling into fiscal austerity
政治 (8)
100 days until midterm election: DCCC Chair DelBene says Democrats have the momentum
Democrats see a path back to the U.S. House majority this November as President Donald Trump's approval dips.
Cocoa prices are easing. So why is chocolate still so expensive?
Chocolate firms look to win shoppers back with premium products and social media trends after poor weather conditions, tariffs, and …
Buffett favors an estate tax, but like virtually all billionaires, he won't be paying it
Warren Buffett believes he and other very wealthy Americans are under-taxed but by giving his fortune to charity, he won't …
JPMorgan report finds dramatic jump in AI-themed ETFs — despite rough quarter
Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to JPMorgan Asset Management.
Trump threatens EU with 'substantial TARIFF' for 'ROBBING' U.S. tech giants
Trump on Truth Social railed against the European Union's new fine on Google and prior penalties against U.S. tech giants …
I am a 63-year-old semiretired physician. If I saved $2 million for retirement, should my Social Security become optional?
“At that point, they arguably no longer need the government’s retirement safety net.”
How China exploits EU divisions over trade
Individual member states and companies vulnerable to coercion from Beijing, say analysts
Swiss cheesemakers try to fill hole in sales from US tariffs
Swiss cheesemakers try to fill hole in sales from US tariffs Reuters
テクノロジー (8)
5 big analyst AI moves: Several top picks named into Q2 earnings
Ukraine strikes Iranian vessels in Caspian Sea, Tehran accuses Kyiv of 'hostile and criminal act'
The latest attacks by Ukraine, combined with Saudi military strikes on Iran-backed Houthi targets in Yemen, represent a widening of …
How AI wealth could be distributed to all Americans
AI riches are already concentrated among a handful of powerful companies, but there are plenty of new, some radical, ideas …
Analysis: A powerful new coalition of AI skeptics is coalescing right in Trump's blind spot
Evangelicals, labor unions and anti-AI-data-center activists are part of a groundswell worrying about how fast technology is changing.
Some high-earning investors will soon owe taxes on years of deferred capital gains
A key incentive in place for current Opportunity Zone investors — deferring taxation of reinvested capital gains — will end …
New UK Prime Minister Burnham says he would be prepared to call out Trump
Burnham said he had a phone conversation with Trump on Monday when he officially took on the role, describing it …
From Silicon Valley to DC, the tech world is suddenly obsessed with one concept in AI: Distillation
Distillation has long been a topic for AI wonks, but it's become a hot-button issue of late as techies and …
Boom in tech wealth is fueling record prices for dinosaur bones, art and watches, auction houses say
The major auction houses racked up nearly $10 billion in sales in the first half, marking one of the strongest-ever …
業界 (3)
UniCredit CEO says deal with Commerzbank likely as talks resume
Finland’s radical answer to renewable energy’s biggest headache: The world’s largest sand battery
A small Finnish town has turned to the world's largest commercial sand battery to tackle a major hurdle in the …
Natural-Gas Firm Diversified Energy Strikes Deal for Permian Basin Player
Maverick Natural Resources has operations in Texas and Oklahoma.