【155円が支えられるのか？｜小林芳彦】ドル円急落でロングが捕まっている状態か／ドル円相場 1週間の振り返り／ドル円の投資戦略 ｜FX経済研究所（9月7日放送）
Questions whether 155 can hold after the USD/JPY plunge, noting longs are trapped and yen strength persists on BOJ rate hike speculation.
7d -1.6% ✓30d in 23d90d in 83d
72CRISPYBooger Score · 50 is a coin flip
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
crispy — well clear of luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredUSD/JPY 12 →Japanese equities (August market) 10 →US Dollar 4 →
30d record, oldest first
The record
104 calls · newest first · every one links to its source【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社！？新規採用候補を解説！｜注目銘柄：マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏｜日本株の銘柄選び】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
7d -2.5% ✗30d in 16d90d in 76d
【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社！？新規採用候補を解説！｜注目銘柄：マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏｜日本株の銘柄選び】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
7d -0.3% ✗30d in 16d90d in 76d
【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社！？新規採用候補を解説！｜注目銘柄：マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏｜日本株の銘柄選び】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
7d +3.3% ✓30d in 16d90d in 76d
【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社！？新規採用候補を解説！｜注目銘柄：マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏｜日本株の銘柄選び】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
7d +3.5% ✓30d in 16d90d in 76d
【8月末が運命の日、TOPIX採用銘柄が大刷新へ】除外720社！？新規採用候補を解説！｜注目銘柄：マクドナルド、フェローテック、セリア、ナカニシ、東映アニメ 他【和島英樹氏｜日本株の銘柄選び】
【End of August Is the Day of Destiny, TOPIX Constituent Stocks Face a Major Overhaul】720 Companies Excluded!? Explaining the New Inclusion Candidates! | Stocks to Watch: McDonald's, Ferrotec, Seria, Nakanishi, Toei Animation, and More【Hideki Wajima | Picking Japanese Stocks】
7d +0.3% ✓30d in 16d90d in 76d
【円売り再燃！？｜小林芳彦】円売りドル買いが強まる？／ドル円相場 1週間の振り返り／ドル円の投資戦略｜FX経済研究所（8月31日放送）
[Yen selling reignites!? | Yoshihiko Kobayashi] Will yen selling / dollar buying strengthen? / A one-week review of the dollar-yen market / Dollar-yen investment strategy | FX Economic Research Institute (August 31 broadcast)
7d -2.5% ✗30d in 16d90d in 76d
【推し活・インバウンドで拡大！】大人も熱狂するカプセルトイ市場──関連銘柄を探る／市場規模1960億円へ急成長｜注目銘柄：バンナムHD、ハピネット、タカラトミー 他【和島英樹氏｜日本株の銘柄選び】
[Expanding on Fan Activities and Inbound Tourism!] The Capsule Toy Market That Even Adults Go Wild For — Exploring Related Stocks / Rapid Growth Toward a Market Size of 196 Billion Yen | Stocks to Watch: Bandai Namco HD, Happinet, Takara Tomy and Others [Hideki Wajima | Picking Japanese Stocks]
7d +2.7% ✓30d in 8d90d in 68d
【推し活・インバウンドで拡大！】大人も熱狂するカプセルトイ市場──関連銘柄を探る／市場規模1960億円へ急成長｜注目銘柄：バンナムHD、ハピネット、タカラトミー 他【和島英樹氏｜日本株の銘柄選び】
[Expanding on Fan Activities and Inbound Tourism!] The Capsule Toy Market That Even Adults Go Wild For — Exploring Related Stocks / Rapid Growth Toward a Market Size of 196 Billion Yen | Stocks to Watch: Bandai Namco HD, Happinet, Takara Tomy and Others [Hideki Wajima | Picking Japanese Stocks]
7d +1.7% ✓30d in 8d90d in 68d
【推し活・インバウンドで拡大！】大人も熱狂するカプセルトイ市場──関連銘柄を探る／市場規模1960億円へ急成長｜注目銘柄：バンナムHD、ハピネット、タカラトミー 他【和島英樹氏｜日本株の銘柄選び】
[Expanding on Fan Activities and Inbound Tourism!] The Capsule Toy Market That Even Adults Go Wild For — Exploring Related Stocks / Rapid Growth Toward a Market Size of 196 Billion Yen | Stocks to Watch: Bandai Namco HD, Happinet, Takara Tomy and Others [Hideki Wajima | Picking Japanese Stocks]
7d +3.2% ✓30d in 8d90d in 68d
#10【日経平均15％下落で発動したヘッジ戦略──岡崎・堤のまるごと投資道場 × 岡崎良介】アステラス製薬で利益⇧／半導体一強から変わる日本株相場／ソニー・川崎重のホイール戦略 #かぶオプ #資産運用
#10 [Hedge strategy triggered by a 15% drop in the Nikkei average — Okazaki & Tsutsumi's All-In Investment Dojo × Ryosuke Okazaki] Profits on Astellas Pharma / The Japanese stock market shifting from semiconductor dominance / Sony and Kawasaki Heavy's wheel strategy #KabuOpu #AssetManagement
7d -1.5% ✗30d in 8d90d in 68d
#10【日経平均15％下落で発動したヘッジ戦略──岡崎・堤のまるごと投資道場 × 岡崎良介】アステラス製薬で利益⇧／半導体一強から変わる日本株相場／ソニー・川崎重のホイール戦略 #かぶオプ #資産運用
#10 [Hedge strategy triggered by a 15% drop in the Nikkei average — Okazaki & Tsutsumi's All-In Investment Dojo × Ryosuke Okazaki] Profits on Astellas Pharma / The Japanese stock market shifting from semiconductor dominance / Sony and Kawasaki Heavy's wheel strategy #KabuOpu #AssetManagement
7d +1.0% ✓30d in 8d90d in 68d
きょうの注目材料は為替市場に／きょうから8月相場スタート！7月相場振り返りと今後の相場展開は／8月末に次期TOPIX構成銘柄の選定も【ニッセイ基礎研究所の森下千鶴氏が8月3日(月) マーケットを展望】
Today's focus is on the FX market / The August market starts today! Looking back at the July market and where the market goes from here / Selection of the next TOPIX constituent stocks at the end of August too [Chizuru Morishita of the NLI Research Institute previews the market for Monday, August 3]
7d +5.0% ✓30d +0.9% ✓90d in 48d
[The Dollar Looks to Remain Strong | Daiman] Notable Economic Events / Overall Strength of the US...
The dollar looks set to remain strong, supported by its broad overall strength and expectations of US rate hikes.
7d -1.5% ✗30d -2.2% ✗90d in 42d
日経平均577円高スタートも上げ渋る／今週31日キオクシア決算／メガバンク年初来50%⬆の背景／副首都法案でゼネコン株に物色広がるか【7月27日(月)寄り付き】銘柄解説：信越化学、川崎汽船ほか
Nikkei Average starts up 577 yen but gains stall / Kioxia earnings on the 31st this week / Background to megabanks' 50%⬆ year-to-date / Will the second-capital bill spread buying to general contractor stocks?【July 27 (Mon) opening】Stock commentary: Shin-Etsu Chemical, Kawasaki Kisen and others
7d +0.6% ✓30d +16.0% ✓90d in 41d
[Is 165 Yen in Sight? | Yoshihiko Kobayashi] What Happens if it Hits 165 Yen... / USD/JPY Weekly ...
The 165 yen level is coming into sight for dollar-yen.
7d -3.7% ✗30d -2.7% ✗90d in 41d
AI半導体相場の天井はいつなのか／出遅れ銘柄に資金シフト／株は上がるもの／バブル的様相の時はポジション調整も選択肢／AI半導体の一極集中が修正されてきた／日本株はどうか｜マネックス証券 広木 隆氏
When is the ceiling for the AI semiconductor market? / Funds shift to laggard stocks / Stocks are things that go up / When things look bubble-like, position adjustment is also an option / The concentration in AI semiconductors has been corrected / What about Japanese stocks? | Monex Securities, Takashi Hiroki
7d +6.1% ✓30d +2.1% ✓90d in 33d
AIサーバーで需要拡大？次世代パワー半導体とは／窒化ガリウムは耐久性や充電速度も速くなる？／エヌビディアの800VDC構想／日本株の注目銘柄：ロームなど【和島英樹氏｜日本株の銘柄選び】
Demand expanding with AI servers? What are next-generation power semiconductors? / Does gallium nitride also improve durability and charging speed? / Nvidia's 800VDC concept / Japanese stocks to watch: Rohm and others [Hideki Wajima | Picking Japanese Stocks]
7d -1.8% ✗30d -12.7% ✗90d in 27d
AIサーバーで需要拡大？次世代パワー半導体とは／窒化ガリウムは耐久性や充電速度も速くなる？／エヌビディアの800VDC構想／日本株の注目銘柄：ロームなど【和島英樹氏｜日本株の銘柄選び】
Demand expanding with AI servers? What are next-generation power semiconductors? / Does gallium nitride also improve durability and charging speed? / Nvidia's 800VDC concept / Japanese stocks to watch: Rohm and others [Hideki Wajima | Picking Japanese Stocks]
7d -9.7% ✗30d -14.8% ✗90d in 27d
AIサーバーで需要拡大？次世代パワー半導体とは／窒化ガリウムは耐久性や充電速度も速くなる？／エヌビディアの800VDC構想／日本株の注目銘柄：ロームなど【和島英樹氏｜日本株の銘柄選び】
Demand expanding with AI servers? What are next-generation power semiconductors? / Does gallium nitride also improve durability and charging speed? / Nvidia's 800VDC concept / Japanese stocks to watch: Rohm and others [Hideki Wajima | Picking Japanese Stocks]
7d -9.7% ✗30d -8.6% ✗90d in 27d
【追加利上げ期待で反転上昇なるか？｜ダックビル山岡和雅】NZ中銀は３年ぶりの利上げ／予想外のタカ派姿勢でNZドルは一気に上昇／年内２回の利上げの可能性も？｜FX経済研究所（7月9日放送）
[Will expectations of an additional rate hike bring a rebound? | Duckbill, Kazumasa Yamaoka] The NZ central bank hikes rates for the first time in 3 years / An unexpected hawkish stance sends the NZ dollar surging at once / A possibility of two rate hikes within the year? | FX Economic Research Institute (July 9 broadcast)
7d +2.3% ✓30d +3.0% ✓90d in 23d
【トラスショックは再来しない？｜【YEN蔵】ポンドが堅調な要因は？／直近のドルの弱さ／新政権の政策への期待感／「秩序ある財政」をマーケットが支持｜FX経済研究所7月8日放送）
【Won't the Truss shock happen again?｜【YEN-zo】What are the factors behind the pound's firmness? / The dollar's recent weakness / Expectations for the new government's policies / The market backs "orderly public finances"｜FX Economic Research Institute July 8 broadcast)
7d +0.4% ✓30d +0.8% ✓90d in 22d
【AIバブルではない？日米株高の正体｜#ソニーフィナンシャルグループ 渡辺 浩志氏】AI・半導体が牽引する日米株高／円安とPERの関係／日経平均7万3500円の可能性──年末相場の注目点を解説
[Not an AI Bubble? The True Nature of the Japan-U.S. Stock Rally | #SonyFinancialGroup, Mr. Hiroshi Watanabe] The Japan-U.S. stock rally led by AI and semiconductors / The relationship between yen weakness and PER / The possibility of a 73,500-yen Nikkei average — explaining the key points of the year-end market
7d -0.6% ✗30d +0.0% ✓90d in 21d
【AIバブルではない？日米株高の正体｜#ソニーフィナンシャルグループ 渡辺 浩志氏】AI・半導体が牽引する日米株高／円安とPERの関係／日経平均7万3500円の可能性──年末相場の注目点を解説
[Not an AI Bubble? The True Nature of the Japan-U.S. Stock Rally | #SonyFinancialGroup, Mr. Hiroshi Watanabe] The Japan-U.S. stock rally led by AI and semiconductors / The relationship between yen weakness and PER / The possibility of a 73,500-yen Nikkei average — explaining the key points of the year-end market
7d -0.3% ✗30d +2.5% ✓90d in 20d
【AI・半導体相場はまだ続く！？】Fund Garage 主宰 大島 和隆氏｜NVIDIAの躍進、生成AIの次に来る「エージェントAI」時代／データセンター投資は過剰か／ベラルービンと分散型AIの未来
[The AI and Semiconductor Market Still Has Further to Go!?] Fund Garage founder, Mr. Kazutaka Oshima | NVIDIA's leap forward, and the "agentic AI" era coming after generative AI / Is data center investment excessive / Vera Rubin and the future of decentralized AI
7d +4.1% ✓30d +8.4% ✓90d in 19d
下落基調の金相場、反転条件とは!?／原油と金の関係性／中央銀行は購買継続中／長期的には金購入のトレンドは変わらず／米国の利上げが年内あるかどうかもポイント｜日本貴金属マーケット協会 池水 雄一氏
The gold market in a downtrend — what are the conditions for a reversal!? / The relationship between crude oil and gold / Central banks are still buying / Long term, the gold-buying trend is unchanged / Whether the US hikes rates within the year is also a point | Japan Precious Metal Market Association, Mr. Yuichi Ikemizu
7d -3.8% ✗30d -2.9% ✗90d in 18d
【ドル高でも円安 ドル安でも円安｜YEN蔵】39年半ぶりに1ドル162円台に下落／米債権利回りとドルの動き／なぜ円は売られ続けるのか？｜FX経済研究所（7月1日放送）
[Yen Weak Even When the Dollar Is Strong, Yen Weak Even When the Dollar Is Weak | YEN-zo] Falling to the 162 yen per dollar level for the first time in 39 and a half years / U.S. bond yields and the dollar's moves / Why does the yen keep being sold? | FX Economic Research Institute (July 1 broadcast)
7d -0.2% ✓30d -1.5% ✓90d in 15d
AIデータセンターへの投資は無謀ではない!?／アンソロピック社の営業黒字化予想でマネタイズの道／半導体需要の構造変化／データセンターの電力消費問題が課題／電力関係の注目銘柄｜UBS証券 安井 健二氏
Investment in AI data centers isn't reckless!? / A path to monetization with Anthropic's forecast of an operating profit / Structural change in semiconductor demand / Data centers' power consumption problem is an issue / Power-related stocks to watch | UBS Securities, Kenji Yasui
7d -7.8% ✗30d -49.6% ✗90d in 12d
AIデータセンターへの投資は無謀ではない!?／アンソロピック社の営業黒字化予想でマネタイズの道／半導体需要の構造変化／データセンターの電力消費問題が課題／電力関係の注目銘柄｜UBS証券 安井 健二氏
Investment in AI data centers isn't reckless!? / A path to monetization with Anthropic's forecast of an operating profit / Structural change in semiconductor demand / Data centers' power consumption problem is an issue / Power-related stocks to watch | UBS Securities, Kenji Yasui
7d +1.4% ✓30d -13.6% ✗90d in 12d
AIデータセンターへの投資は無謀ではない!?／アンソロピック社の営業黒字化予想でマネタイズの道／半導体需要の構造変化／データセンターの電力消費問題が課題／電力関係の注目銘柄｜UBS証券 安井 健二氏
Investment in AI data centers isn't reckless!? / A path to monetization with Anthropic's forecast of an operating profit / Structural change in semiconductor demand / Data centers' power consumption problem is an issue / Power-related stocks to watch | UBS Securities, Kenji Yasui
7d -3.2% ✗30d -25.1% ✗90d in 12d
【ドルの需要期も最終局面か｜水上紀行】介入時期がGWになっている訳／2024年の介入／ドル円急騰の可能性｜FX経済研究所（6月26日放送）
【Is the dollar's demand season also in its final phase?｜Noriyuki Mizukami】Why the timing of intervention falls on Golden Week / The 2024 intervention / The possibility of a surge in dollar-yen｜FX Economic Research Institute (June 26 broadcast)
7d -0.2% ✗30d +1.1% ✓90d in 10d
【プロテイン国内市場は2029年400億円へ拡大見通し！？】筋肉回復目的から美容・健康・日常摂取へと用途拡大／注目銘柄：森永乳業・ラクトジャパン・雪印メグミルク・明治HD【和島英樹｜日本株の銘柄選び】
[Japan's Domestic Protein Market Projected to Expand to 40 Billion Yen by 2029!?] Uses expanding from muscle recovery to beauty, health and everyday consumption / Stocks to watch: Morinaga Milk, Lacto Japan, Megmilk Snow Brand, Meiji Holdings [Hideki Wajima | Picking Japanese Stocks]
7d +7.2% ✓30d +4.2% ✓90d in 6d
【プロテイン国内市場は2029年400億円へ拡大見通し！？】筋肉回復目的から美容・健康・日常摂取へと用途拡大／注目銘柄：森永乳業・ラクトジャパン・雪印メグミルク・明治HD【和島英樹｜日本株の銘柄選び】
[Japan's Domestic Protein Market Projected to Expand to 40 Billion Yen by 2029!?] Uses expanding from muscle recovery to beauty, health and everyday consumption / Stocks to watch: Morinaga Milk, Lacto Japan, Megmilk Snow Brand, Meiji Holdings [Hideki Wajima | Picking Japanese Stocks]
7d +2.0% ✓30d +8.2% ✓90d in 6d
次世代原発「SMR」でデータセンターの電力需要を賄う？／ハイパースケーラーも関連企業に出資／2030年には電力消費量が24年の2倍以上増える試算も／日本でも建て替え計画【和島英樹｜日本株の銘柄選び】
Covering data centers' power demand with next-generation nuclear "SMR"? / Hyperscalers are investing in related companies too / Estimates that by 2030 power consumption will grow to more than double 2024's / Rebuilding plans in Japan too [Hideki Wajima | Picking Japanese stocks]
7d +4.1% ✓30d +3.9% ✓90d +0.2% ✓
次世代原発「SMR」でデータセンターの電力需要を賄う？／ハイパースケーラーも関連企業に出資／2030年には電力消費量が24年の2倍以上増える試算も／日本でも建て替え計画【和島英樹｜日本株の銘柄選び】
Covering data centers' power demand with next-generation nuclear "SMR"? / Hyperscalers are investing in related companies too / Estimates that by 2030 power consumption will grow to more than double 2024's / Rebuilding plans in Japan too [Hideki Wajima | Picking Japanese stocks]
7d +2.7% ✓30d +1.3% ✓90d +11.0% ✓
次世代原発「SMR」でデータセンターの電力需要を賄う？／ハイパースケーラーも関連企業に出資／2030年には電力消費量が24年の2倍以上増える試算も／日本でも建て替え計画【和島英樹｜日本株の銘柄選び】
Covering data centers' power demand with next-generation nuclear "SMR"? / Hyperscalers are investing in related companies too / Estimates that by 2030 power consumption will grow to more than double 2024's / Rebuilding plans in Japan too [Hideki Wajima | Picking Japanese stocks]
7d +6.8% ✓30d +4.6% ✓90d +2.4% ✓
【半導体×資金流入で“想定以上”の上昇シナリオ│大和証券 チーフストラテジスト 坪井裕豪氏】日本株は半導体を中心とした利益の伸びが想定以上／米CPI発表コア物価は落ち着く／日本向けナフサ価格は低下傾向
【A "better-than-expected" upside scenario from semiconductors × fund inflows │ Daiwa Securities Chief Strategist Tsuboi Hirotake】Japanese stocks' profit growth, centered on semiconductors, is better than expected / US CPI release: core prices settle down / Naphtha prices for Japan are trending lower
7d +4.4% ✓30d -0.8% ✗90d -9.4% ✗
AIデータセンターには水晶デバイスが必要不可欠／市場規模は2034年に55億3000万ドルまでに成長予想も｜注目銘柄：日本電波工業、大真空、リバーエレテック、村田製作所【和島英樹氏｜日本株の銘柄選び】
Crystal devices are indispensable for AI data centers / Market size also forecast to grow to $5.53 billion by 2034 | Stocks to watch: Nihon Dempa Kogyo, Daishinku, River Eletec, Murata Manufacturing [Hideki Wajima | Picking Japanese Stocks]
7d +15.5% ✓30d +5.8% ✓90d -12.5% ✗
【3対3の超接戦でNZ買い強まる｜ダックビル山岡和雅】NZ中銀は政策金利を据え置き／インフレはリスクバランス上振れも経済成長は下振れ／今後の利上げ見通しに大幅な変化が｜FX経済研究所（5月28日放送）
[NZD Buying Strengthens in an Ultra-Close 3-to-3 Split | Duckbill Kazumasa Yamaoka] The RBNZ leaves the policy rate on hold / Inflation risk balance is tilted to the upside, but economic growth to the downside / A major change in the outlook for future rate hikes | FX Economic Research Institute (May 28 broadcast)
7d -0.4% ✗30d -4.3% ✗90d +1.4% ✓
【インフレリスク再燃 ６月は利上げが濃厚？｜【YEN蔵】中東情勢の緊迫化でエネルギー価格が高止まり／次回インフレ見通しが上方修正される可能性／ECBメンバーはタカ派姿勢｜FX経済研究所5月27日放送）
【Inflation risk reignites — is a June rate hike likely?｜【YEN-zo】Energy prices stay elevated amid heightened tensions in the Middle East / The next inflation outlook may be revised upward / ECB members are hawkish｜FX Economic Research Institute May 27 broadcast)
7d -0.1% ✗30d -2.4% ✗90d +0.3% ✓
【労働党大敗でポンド安に｜YEN蔵】イングランド北部の伝統的地盤で大敗／英国は2大政党制が崩壊し5党化へ／スターマー首相は辞任を否定も労働党内から辞任を求める声が｜FX経済研究所（5月13日放送）
【The pound falls on Labour's crushing defeat | YEN-zo】A crushing defeat in its traditional stronghold in northern England / The UK's two-party system collapses into a five-party system / PM Starmer denies he will resign, but voices inside Labour are calling for his resignation | FX Economic Research Institute (May 13 broadcast)
7d -1.0% ✓30d -0.9% ✓90d -0.2% ✓
【AIでアメリカと中国の力関係が変わる｜武者陵司氏】日韓台は中国とアメリカに対して貿易黒字／AI半導体での供給／GAFAMの設備投資はキャッシュフロー内／インターネットバブルとの類似点と相違点／
[AI Changes the Power Balance Between America and China | Mr. Ryoji Musha] Japan, Korea, and Taiwan run trade surpluses with China and America / Supply in AI semiconductors / GAFAM's capital spending is within cash flow / Similarities and differences with the internet bubble /
7d -2.6% ✗30d +2.8% ✓90d +7.3% ✓
【トヨタ決算解説🚙】27年3月期見通しは営業利益20％減、純利益22％減／営業利益率5.8％予想と15年ぶりの低さ／現金残高は12兆円と過去最高／半導体価格の高騰の影響が出る可能性も｜田中 彰一
【Toyota earnings explained】The FY March 2027 outlook is a 20% drop in operating profit and a 22% drop in net profit / An operating margin forecast of 5.8%, the lowest in 15 years / The cash balance is 12 trillion yen, an all-time high / The impact of soaring semiconductor prices may also appear｜Shoichi Tanaka
7d +2.9% ✗30d -1.7% ✓90d +3.8% ✗
【インフレ再加速なら利上げも辞さず｜YEN蔵】NZ中銀は政策金利を２会合連続の据え置き／直近の消費者物価指数は上昇／利上げ姿勢が強まればNZドルは堅調か｜FX経済研究所 4月22日放送）
【Won't hesitate to hike if inflation re-accelerates｜YEN-zo】The RBNZ holds its policy rate for a second consecutive meeting / The latest consumer price index is rising / If the tightening stance strengthens, will the NZ dollar be firm?｜FX Economic Research Institute April 22 broadcast)
7d -0.2% ✗30d -0.3% ✗90d -0.8% ✗
【中東リスク後も円安が続く理由──介入は効くのか？｜トレイダーズ証券 井口 喜雄氏】主要通貨に対して円は弱い／円安が止まるシナリオはあるのか？／ドル円160円付近では介入警戒、下がれば実需のドル買いか
【Why the weak yen continues even after the Middle East risk── will intervention work?│Traders Securities, Yoshio Iguchi】The yen is weak against major currencies／Is there a scenario where the weak yen stops?／Around 160 yen to the dollar, watch for intervention; if it falls, real-demand dollar buying?
7d -0.3% ✗30d -1.5% ✗90d +1.4% ✓
【リスクシナリオで複数回の利上げ？｜YEN蔵】南アフリカ中銀が2会合連続の据え置き／燃料価格の上昇でCPI4％まで上昇の可能性／中東問題の長期化で複数回の利上げも｜FX経済研究所 4月8日放送）
【Multiple rate hikes under a risk scenario? | YEN-zo】South Africa's central bank holds for a second straight meeting／CPI could rise to 4% on higher fuel prices／Multiple rate hikes possible if the Middle East problem drags on | FX Economic Research Institute, April 8 broadcast)
7d +0.8% ✓30d +0.1% ✓90d +1.5% ✓
【米中対立の本質は軍事ではない 「幸せ競争」への転換｜武者リサーチ 代表 武者 陵司氏】軍事衝突の時代は一服し、経済協力を重視する局面に／5月トランプ大統領訪中が転換点に／米中融和は株式市場に追い風に
[The essence of the US-China conflict is not military — the shift to a "happiness competition" | Musha Research President Mr. Ryoji Musha] The era of military clashes takes a breather, entering a phase that emphasizes economic cooperation / President Trump's visit to China in May becomes the turning point / US-China reconciliation becomes a tailwind for the stock market
7d -11.9% ✓30d -9.0% ✓90d -39.0% ✓
【Change the Range──日経平均“新レンジ”はどこか│大和証券 木野内栄治氏】インフレ時代の到来が株価を押し上げる／半世紀サイクルで見る株価上昇局面／紛争は3類型、今回は短期化シナリオ？
[Change the Range──Where is the Nikkei's "new range"?│Daiwa Securities, Mr. Eiji Kinouchi] The arrival of the inflation era pushes stock prices up / The stock-rise phase seen on a half-century cycle / Conflicts come in 3 types — is this one a short-duration scenario?
7d +6.5% ✓30d +19.8% ✓90d +34.3% ✓
【イラン戦争長期化で原油高騰、介入は効かず？｜小林芳彦】為替介入の効果は限定的？／ドル円相場 1週間の振り返り、投資戦略／為替｜FX経済研究所（3月30日放送）
【Oil surges as the Iran war drags on, does intervention not work?｜Yoshihiko Kobayashi】Is the effect of currency intervention limited? / Dollar-yen market: a one-week review, and investment strategy / Forex｜FX Economic Research Institute (March 30 broadcast)
7d +9.3% ✓30d +3.9% ✓90d -31.2% ✗
【急速に利上げ期待が広がる英国｜ダックビル山岡和雅】イラン紛争で急激な方向転換／2月のCPIは許容上限ギリギリ／利下げから利上げへの転換でポンドはどうなる？｜FX経済研究所3月26日放送）
【The UK, where rate-hike expectations are rapidly spreading｜Duckbill Kazumasa Yamaoka】A sudden change of direction due to the Iran conflict／February's CPI is right at the upper limit of tolerance／What happens to the pound with the shift from rate cuts to rate hikes?｜FX Economic Research Institute, March 26 broadcast)
7d -0.5% ✗30d +1.1% ✓90d -1.2% ✗
【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
7d +4.4% ✓30d +10.1% ✓90d +21.2% ✓
【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
7d -1.3% ✗30d +1.2% ✓90d -0.3% ✗
【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
7d +2.8% ✓30d +1.3% ✓90d +21.6% ✓
【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
7d +3.1% ✓30d +8.8% ✓90d +72.5% ✓
【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
7d -5.0% ✗30d +5.3% ✓90d +39.7% ✓
【見直し機運高まるパワー半導体──全面安相場で光る次の主役｜田嶋 智太郎】パワー半導体市場は中長期で高成長へ／高値警戒と次の投資タイミングとは／注目銘柄：ローム、ルネサス、住友ベ、新電元、エノモト
[Power semiconductors gaining renewed attention — the next star shining in a broadly falling market | Tomotaro Tajima] The power semiconductor market heads for medium- to long-term high growth / Caution on high prices and the next investment timing / Stocks to watch: Rohm, Renesas, Sumitomo Bakelite, Shindengen, Enomoto
7d -0.1% ✗30d +1.4% ✓90d +51.7% ✓
【円安は国策！押し目買い攻めする｜小林芳彦】現状の背景は国の円安容認？／ドル円相場 1週間の振り返り、投資戦略／為替｜FX経済研究所（3月2日放送）
【The weak yen is national policy! Attacking with dip buying | Kobayashi Yoshihiko】Is the current backdrop the government tolerating a weak yen? / Dollar-yen market: a one-week review and investment strategy / FX | FX Economic Research Institute (March 2 broadcast)
7d +1.1% ✓30d +1.2% ✓90d +1.7% ✓
【新総裁はハト派？利上げ期待が遠のく｜ダックビル山岡和雅】NZ中銀ブレマン新総裁ってどんな人？／声明と総裁会見から今後の金融政策を読み解く｜FX経済研究所2月19日放送）
【Is the new governor a dove? Rate-hike expectations recede｜Duckbill Kazumasa Yamaoka】What kind of person is new RBNZ Governor Breman?／Reading future monetary policy from the statement and the governor's press conference｜FX Economic Research Institute, February 19 broadcast)
7d +0.5% ✗30d -2.3% ✓90d -2.3% ✓
【家計負担は半減へ？インフレ急鈍化と賃金上昇の行方│第一生命経済研究所 永濱利廣氏】円安リスクはあるが160円ラインが壁に？／2026年のインフレは明確に鈍化へ／高市政権の物価高対策が強く効く見通し？
【Will the household burden be halved? Where the rapid inflation slowdown and wage growth are headed │ Dai-ichi Life Research Institute, Nagahama Toshihiro】There is weak-yen risk, but will the 160 line be a wall? / Inflation clearly slows in 2026 / Will the Takaichi administration's measures against high prices work strongly?
7d +3.6% ✗30d +20.2% ✗90d +71.3% ✗
【銅価格が止まらない！AI・データセンター時代に“恩恵を受ける企業”とは？｜和島英樹氏】9か月で5割上昇！銅相場に何が？／AI時代最も使われる金属とは／ICSGが示す将来的な供給不足｜日本株の銘柄選び
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
7d -6.3% ✗30d +14.0% ✓90d +7.4% ✓
【銅価格が止まらない！AI・データセンター時代に“恩恵を受ける企業”とは？｜和島英樹氏】9か月で5割上昇！銅相場に何が？／AI時代最も使われる金属とは／ICSGが示す将来的な供給不足｜日本株の銘柄選び
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
7d -2.6% ✗30d +36.9% ✓90d +14.8% ✓
【銅価格が止まらない！AI・データセンター時代に“恩恵を受ける企業”とは？｜和島英樹氏】9か月で5割上昇！銅相場に何が？／AI時代最も使われる金属とは／ICSGが示す将来的な供給不足｜日本株の銘柄選び
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
7d -5.5% ✗30d +28.0% ✓90d +17.8% ✓
【銅価格が止まらない！AI・データセンター時代に“恩恵を受ける企業”とは？｜和島英樹氏】9か月で5割上昇！銅相場に何が？／AI時代最も使われる金属とは／ICSGが示す将来的な供給不足｜日本株の銘柄選び
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
7d -8.2% ✗30d +61.7% ✓90d +90.8% ✓
【銅価格が止まらない！AI・データセンター時代に“恩恵を受ける企業”とは？｜和島英樹氏】9か月で5割上昇！銅相場に何が？／AI時代最も使われる金属とは／ICSGが示す将来的な供給不足｜日本株の銘柄選び
[The copper price won't stop! Which are the "companies that benefit" in the age of AI and data centers? | Mr. Hideki Wajima] Up 50% in 9 months! What's happening in the copper market? / The most-used metal in the AI age / The future supply shortage indicated by the ICSG | Picking Japanese stocks
7d -2.9% ✗30d +23.6% ✓90d -27.2% ✗
【日米共同でドル高・円安阻止｜小林芳彦】日米連携しレートチェックを実施か／ドル円相場 1週間の振り返り、投資戦略／為替｜FX経済研究所（1月26日放送）
【Japan and the US jointly block dollar strength and yen weakness｜Yoshihiko Kobayashi】Will Japan and the US coordinate to conduct a rate check?／A one-week review of the dollar-yen market, and investment strategy／Forex｜FX Economic Research Institute (January 26 broadcast)
7d +0.0% ✗30d +0.5% ✗90d +2.8% ✗
【モメンタム投資にピークアウトの兆し│JPモルガン証券 高田将成氏】短期は強気、春先からは注意／世界株はITバブル超えの楽観局面／米国株が伸び悩む“政治要因”とは？／指数相場から企業選別の時代へ
【Signs of a peak-out in momentum investing │ JPMorgan Securities, Masanari Takada】Bullish short-term, caution from early spring／Global stocks in an optimism phase exceeding the IT bubble／What are the "political factors" holding back US stocks?／From an index market to an era of picking companies
7d +0.4% ✗30d +0.4% ✗90d +3.3% ✗
【モメンタム投資にピークアウトの兆し│JPモルガン証券 高田将成氏】短期は強気、春先からは注意／世界株はITバブル超えの楽観局面／米国株が伸び悩む“政治要因”とは？／指数相場から企業選別の時代へ
【Signs of a peak-out in momentum investing │ JPMorgan Securities, Masanari Takada】Bullish short-term, caution from early spring／Global stocks in an optimism phase exceeding the IT bubble／What are the "political factors" holding back US stocks?／From an index market to an era of picking companies
7d +0.4% ✓30d +0.4% ✓90d +3.3% ✓
【FRBの独立性危機でドル安に｜YEN蔵】これまでも米政権がFRBに圧力をかけたことがあった／パウエル議長が刑事捜査の対象に／ドルの信認低下は？／｜FX経済研究所（1月14日放送）
[A weaker dollar from the crisis in the Fed's independence|YEN Zo] The US administration has put pressure on the Fed before / Chair Powell becomes the target of a criminal investigation / Is confidence in the dollar falling? /|FX Economic Research Institute (broadcast January 14)
7d +4.4% ✓30d +8.6% ✓90d +4.3% ✓
【FRBの独立性危機でドル安に｜YEN蔵】これまでも米政権がFRBに圧力をかけたことがあった／パウエル議長が刑事捜査の対象に／ドルの信認低下は？／｜FX経済研究所（1月14日放送）
[A weaker dollar from the crisis in the Fed's independence|YEN Zo] The US administration has put pressure on the Fed before / Chair Powell becomes the target of a criminal investigation / Is confidence in the dollar falling? /|FX Economic Research Institute (broadcast January 14)
7d -0.4% ✓30d -2.3% ✓90d -1.0% ✓
【1月5日(月)大発会スペシャル｜2026年日本株展望｜大和証券 木野内 栄治氏】日経平均先物5万800円スタート／解散総選挙なら 6万8000円到達？／エヌビディア新世代半導体でクラウド事業に逆風か
[Monday, January 5 First Trading Day Special | 2026 Japanese Equity Outlook | Daiwa Securities' Eiji Kinouchi] Nikkei futures start at 50,800 yen / Reaching 68,000 yen if there's a snap general election? / Headwinds for the cloud business from Nvidia's new-generation semiconductors?
7d +5.1% ✓30d +10.0% ✓90d +11.5% ✓
【1月5日(月)大発会スペシャル｜2026年日本株展望｜大和証券 木野内 栄治氏】日経平均先物5万800円スタート／解散総選挙なら 6万8000円到達？／エヌビディア新世代半導体でクラウド事業に逆風か
[Monday, January 5 First Trading Day Special | 2026 Japanese Equity Outlook | Daiwa Securities' Eiji Kinouchi] Nikkei futures start at 50,800 yen / Reaching 68,000 yen if there's a snap general election? / Headwinds for the cloud business from Nvidia's new-generation semiconductors?
7d +13.1% ✓30d +15.3% ✓90d +30.6% ✓
【1月5日(月)大発会スペシャル｜2026年日本株展望｜大和証券 木野内 栄治氏】日経平均先物5万800円スタート／解散総選挙なら 6万8000円到達？／エヌビディア新世代半導体でクラウド事業に逆風か
[Monday, January 5 First Trading Day Special | 2026 Japanese Equity Outlook | Daiwa Securities' Eiji Kinouchi] Nikkei futures start at 50,800 yen / Reaching 68,000 yen if there's a snap general election? / Headwinds for the cloud business from Nvidia's new-generation semiconductors?
7d +2.0% ✓30d +12.5% ✓90d +1.9% ✓
【1月5日(月)大発会スペシャル｜2026年日本株展望｜大和証券 木野内 栄治氏】日経平均先物5万800円スタート／解散総選挙なら 6万8000円到達？／エヌビディア新世代半導体でクラウド事業に逆風か
[Monday, January 5 First Trading Day Special | 2026 Japanese Equity Outlook | Daiwa Securities' Eiji Kinouchi] Nikkei futures start at 50,800 yen / Reaching 68,000 yen if there's a snap general election? / Headwinds for the cloud business from Nvidia's new-generation semiconductors?
7d +9.8% ✓30d +7.1% ✓90d +3.7% ✓
【四季報新春号で見えたV字回復！2026年注目の銘柄と業種│複眼経済塾 渡部清二氏】マクロ環境の転換でボトムアップ投資が難化／熊本関連ワードが＋83%増加／金利上昇・インフレ時代の投資戦略とは！？
【A V-shaped recovery seen in the Shikiho New Year issue! Stocks and sectors to watch in 2026 │ Fukugan Keizai Juku, Watanabe Seiji】Bottom-up investing gets harder as the macro environment shifts / Kumamoto-related words up 83% / What is the investment strategy for an era of rising rates and inflation!?
7d +6.9% ✓30d +18.7% ✓90d +23.1% ✓
【1月5日(月)大発会スペシャル｜2026年日本株展望｜大和証券 木野内 栄治氏】日経平均先物5万800円スタート／解散総選挙なら 6万8000円到達？／エヌビディア新世代半導体でクラウド事業に逆風か
[Monday, January 5 First Trading Day Special | 2026 Japanese Equity Outlook | Daiwa Securities' Eiji Kinouchi] Nikkei futures start at 50,800 yen / Reaching 68,000 yen if there's a snap general election? / Headwinds for the cloud business from Nvidia's new-generation semiconductors?
7d -1.7% ✓30d -7.4% ✓90d -5.6% ✓
【12月30日(火)東京株式市場】2025年大納会！日経平均株価は続落も年間では3年連続上昇！／SBG・アドテスト・東エレクが下半期を牽引／「来年は日経平均6万5000円も」政策期待が追い風！
[Tuesday, December 30 Tokyo Stock Market] The final trading session of 2025! The Nikkei Average fell again but rose for the third straight year! / SBG, Advantest and Tokyo Electron led the second half / "The Nikkei could hit 65,000 yen next year" — policy hopes are a tailwind!
7d +4.9% ✓30d +7.8% ✓90d -4.4% ✗
【アノマリーが示す2026年相場は凶サイン？｜田中 彰一】「丑年」を振り返ると戦争やバブル崩壊などで日本株には悪材料／2026年は投資格言で午尻下がりと言われる／米国中間選挙の年は米国株も不振？
【Is the 2026 market indicated by anomalies a bad omen?｜Shoichi Tanaka】Looking back at "Ox years," bad news for Japanese stocks such as wars and bubble collapses / 2026 is said in investment proverbs to be the "Horse, tail sagging" year / Are US stocks also sluggish in US midterm election years?
7d +2.6% ✗30d +5.5% ✗90d +2.7% ✗
【2026年の株式市場を読む：相場見通しと投資戦略│ニッセイ基礎研究所 井出 真吾氏】AI関連はスローダウン！代替テーマは「全員野球」型相場!?／EPSシナリオ20％増なら5万5000円も視野に!?
[Reading the 2026 Stock Market: Market Outlook and Investment Strategy | NLI Research Institute, Mr. Shingo Ide] AI-related names are slowing down! The alternative theme is an "all-hands baseball" type market!? / If the EPS scenario is a 20% increase, 55,000 yen also comes into view!?
7d +2.6% ✓30d +5.5% ✓90d +2.7% ✓
【アノマリーが示す2026年相場は凶サイン？｜田中 彰一】「丑年」を振り返ると戦争やバブル崩壊などで日本株には悪材料／2026年は投資格言で午尻下がりと言われる／米国中間選挙の年は米国株も不振？
【Is the 2026 market indicated by anomalies a bad omen?｜Shoichi Tanaka】Looking back at "Ox years," bad news for Japanese stocks such as wars and bubble collapses / 2026 is said in investment proverbs to be the "Horse, tail sagging" year / Are US stocks also sluggish in US midterm election years?
7d -0.1% ✓30d +0.6% ✗90d -7.8% ✓
【クリスマス休暇明けのドル高の布石｜ダックビル山岡和雅】米ＧＤＰ速報値は前期比年率4.3％と上昇／主な内訳を分析／GDPの押し上げ要因／利下げの見通しに変化は？｜FX経済研究所12月25日放送）
【Groundwork for a stronger dollar after the Christmas holidays｜Duckbill Kazumasa Yamaoka】The preliminary US GDP figure rose 4.3% annualized quarter-on-quarter / Analyzing the main components / The factors pushing GDP up / Any change to the rate-cut outlook?｜FX Economic Research Institute December 25 broadcast)
7d +0.4% ✓30d -0.6% ✗90d +2.1% ✓
【2026年日本株はどこまで上がる？日経平均6万円視野│シティグループ証券 阪上亮太氏】格差拡大で出遅れ銘柄は厳しい時代へ／テーマ株が主役AI・防衛・原子力に注目／投資戦略のカギは「テーマ＋構造改革」
[How Far Will Japanese Stocks Rise in 2026? A 60,000-Yen Nikkei Average in View | Citigroup Securities, Mr. Ryota Sakagami] With widening disparity, laggard names face a harsh era / Theme stocks are the main act — watch AI, defense, and nuclear power / The key to investment strategy is "themes + structural reform"
7d +0.4% ✓30d +2.3% ✓90d +3.2% ✓
【TOPIX構成銘柄見直しで何が起きる？投資家が知るべき4つの要点│平野憲一氏】銘柄入れ替えで「天国と地獄」が鮮明化／改革成功なら日経平均「6万5000円」到達!?／勝負の分かれ目は「インフレの継続」
[What Will Happen With the Review of TOPIX Constituents? Four Key Points Investors Should Know│Kenichi Hirano] The Stock Reshuffle Brings "Heaven and Hell" Into Sharp Relief／If the Reform Succeeds, the Nikkei Average Reaches "¥65,000"!?／The Dividing Line Is "Continued Inflation"
7d +0.8% ✓30d +6.5% ✓90d +2.4% ✓
【金はインフレ・円安・不確実性で需要増｜ソニーフィナンシャルグループ 尾河眞樹氏】金価格は4200ドル付近まで上昇／年初150円割れも年末は155円予想／今年はドル高でも金価格が上昇する「逆相関崩れ」
[Gold demand rises on inflation, a weak yen and uncertainty | Sony Financial Group's Ms. Masaki Ogawa] The gold price rises to around $4,200 / Below 150 yen at the start of the year, but 155 yen forecast at year-end / This year's "broken inverse correlation," where the gold price rises even with a strong dollar
7d +1.4% ✓30d +7.1% ✓90d +19.0% ✓
【金はインフレ・円安・不確実性で需要増｜ソニーフィナンシャルグループ 尾河眞樹氏】金価格は4200ドル付近まで上昇／年初150円割れも年末は155円予想／今年はドル高でも金価格が上昇する「逆相関崩れ」
[Gold demand rises on inflation, a weak yen and uncertainty | Sony Financial Group's Ms. Masaki Ogawa] The gold price rises to around $4,200 / Below 150 yen at the start of the year, but 155 yen forecast at year-end / This year's "broken inverse correlation," where the gold price rises even with a strong dollar
7d +0.0% ✗30d +1.7% ✗90d +2.3% ✗
【金の新たな買い手はステーブルコイン!?│池水雄一氏】金を持たざるリスクの高まりで上昇／ドル離れからの資金シフトで金は上昇を続ける？／
[Are stablecoins gold's new buyers!? │ Mr. Yuichi Ikemizu] Rising on the growing risk of not holding gold / Will gold keep rising on a shift of funds away from the dollar? /
7d +8.9% ✓30d +31.8% ✓90d +45.1% ✓
【英国の財政問題がポンドの弱点｜YEN蔵】英国の財政問題とは？／政府借入額がコロナ禍を除いて過去最高／生産性成長見通しを下方修正／税制を見直す可能性｜FX経済研究所（11月26日放送）
[The UK's fiscal problems are the pound's weak point | YEN-zo] What are the UK's fiscal problems? / Government borrowing at a record high excluding the COVID period / Productivity growth outlook revised down / Possibility of a tax system review | FX Economic Research Institute (November 26 broadcast)
7d +0.2% ✗30d +2.6% ✗90d +1.5% ✗
【英国の財政問題がポンドの弱点｜YEN蔵】英国の財政問題とは？／政府借入額がコロナ禍を除いて過去最高／生産性成長見通しを下方修正／税制を見直す可能性｜FX経済研究所（11月26日放送）
[The UK's fiscal problems are the pound's weak point | YEN-zo] What are the UK's fiscal problems? / Government borrowing at a record high excluding the COVID period / Productivity growth outlook revised down / Possibility of a tax system review | FX Economic Research Institute (November 26 broadcast)
7d +0.5% ✗30d +2.7% ✗90d +2.6% ✗
【米中対立は緩和へ？日米株は強気継続か│レオス・キャピタルワークス・三宅 一弘氏】高市政権の高圧経済と日銀利上げシナリオ／米国株は政策支援で上昇／AI関連株軍事需要で投資継続／日本株は高圧経済で成長へ
[Will the US-China conflict ease? Will Japanese and US stocks stay bullish? │ Rheos Capital Works' Mr. Kazuhiro Miyake] The Takaichi administration's high-pressure economy and the BOJ rate-hike scenario / US stocks rise on policy support / Continued investment in AI-related stocks on military demand / Japanese stocks head for growth via a high-pressure economy
7d +1.3% ✓30d +3.6% ✓90d +17.8% ✓
【米中対立は緩和へ？日米株は強気継続か│レオス・キャピタルワークス・三宅 一弘氏】高市政権の高圧経済と日銀利上げシナリオ／米国株は政策支援で上昇／AI関連株軍事需要で投資継続／日本株は高圧経済で成長へ
[Will the US-China conflict ease? Will Japanese and US stocks stay bullish? │ Rheos Capital Works' Mr. Kazuhiro Miyake] The Takaichi administration's high-pressure economy and the BOJ rate-hike scenario / US stocks rise on policy support / Continued investment in AI-related stocks on military demand / Japanese stocks head for growth via a high-pressure economy
7d +1.6% ✓30d +2.6% ✓90d +3.0% ✓
【米中対立は緩和へ？日米株は強気継続か│レオス・キャピタルワークス・三宅 一弘氏】高市政権の高圧経済と日銀利上げシナリオ／米国株は政策支援で上昇／AI関連株軍事需要で投資継続／日本株は高圧経済で成長へ
[Will the US-China conflict ease? Will Japanese and US stocks stay bullish? │ Rheos Capital Works' Mr. Kazuhiro Miyake] The Takaichi administration's high-pressure economy and the BOJ rate-hike scenario / US stocks rise on policy support / Continued investment in AI-related stocks on military demand / Japanese stocks head for growth via a high-pressure economy
7d -0.5% ✗30d +0.6% ✓90d -1.0% ✗
【24年末からの上昇率はTOPIXよりも上！？│深野康彦氏】不動産の市況は好調／東京のオフィス空室率は3％未満／REIT上昇局面では利回りよりもキャピタル狙い／長期金利が上昇しても賃料上昇が追い風に
[The Rate of Rise Since the End of 2024 Is Above TOPIX!? | Mr. Yasuhiko Fukano] Real estate market conditions are strong / Tokyo's office vacancy rate is under 3% / In a REIT upswing, go for capital gains rather than yield / Even if long-term rates rise, rent increases are a tailwind
7d +0.3% ✓30d -0.9% ✗90d +0.5% ✓
【日経平均のこれ以上の上値は限定的？｜エミン ユルマズ氏】いま見るべきは来期業績予想／米国経済は解雇率上昇で労働の質が悪化？／NY市長選からみえてくる米国経済の雰囲気｜日本株【教えて！投資マスター】
【Is further upside for the Nikkei average limited?｜Mr. Emin Yurumazu】What to look at now is next fiscal year's earnings forecasts／Is the quality of labor deteriorating in the US economy due to a rising layoff rate?／The mood of the US economy as seen from the New York mayoral election｜Japanese stocks【Tell us! Investment Master】
7d -5.0% ✓30d -0.4% ✓90d +12.9% ✗
現在は調整局面？【日経平均株価は業績の裏付けが!?│アセットマネジメントOne ・西田森氏】日本株の需給環境は良好？／中間決算から見えてくる各セクターの展望／鉄鋼セクターは来年期待｜相場解説
Are we currently in a correction phase? [Is the Nikkei average backed by earnings!? │ Asset Management One's Mr. Mori Nishida] Is the supply-demand environment for Japanese stocks favorable? / The outlook for each sector emerging from the interim results / The steel sector to look forward to next year | Market commentary
7d +0.6% ✗30d +0.8% ✗90d +3.2% ✗
現在は調整局面？【日経平均株価は業績の裏付けが!?│アセットマネジメントOne ・西田森氏】日本株の需給環境は良好？／中間決算から見えてくる各セクターの展望／鉄鋼セクターは来年期待｜相場解説
Are we currently in a correction phase? [Is the Nikkei average backed by earnings!? │ Asset Management One's Mr. Mori Nishida] Is the supply-demand environment for Japanese stocks favorable? / The outlook for each sector emerging from the interim results / The steel sector to look forward to next year | Market commentary
7d -3.5% ✗30d -2.8% ✗90d +32.0% ✓
【ドルは資産か？リスクか？｜マーケット・リスク・アドバイザリー 共同代表 新村直弘氏】金価格の下落と“新しい役割”を読み解く／米中対立で変化するゴールドの役割／金価格と米金利の逆相関の構図が崩れた理由
【Is the dollar an asset, or a risk?｜Market Risk Advisory Co-Representative Naohiro Shimmura】Reading the fall in the gold price and its "new role" / Gold's role changing amid the US-China confrontation / Why the inverse-correlation structure between the gold price and US interest rates broke down
7d +2.2% ✓30d +4.7% ✓90d +21.6% ✓
【リスクヘッジはエネルギーから金属へ!?｜本間 隆行氏】日経平均5万円はレアアース輸出規制延期も後押し材料に／米中対立からみる地政学リスクとは／人気が落ちる原油／金や銅などの鉱物｜コモディティ
【Risk hedging shifting from energy to metals!?│Takayuki Honma】A Nikkei average of 50,000 yen also supported by the postponement of rare earth export restrictions／What are the geopolitical risks seen from the US-China confrontation／Crude oil losing popularity／Minerals such as gold and copper│Commodities
7d +0.8% ✓30d +2.3% ✓90d +14.9% ✓
【リスクヘッジはエネルギーから金属へ!?｜本間 隆行氏】日経平均5万円はレアアース輸出規制延期も後押し材料に／米中対立からみる地政学リスクとは／人気が落ちる原油／金や銅などの鉱物｜コモディティ
【Risk hedging shifting from energy to metals!?│Takayuki Honma】A Nikkei average of 50,000 yen also supported by the postponement of rare earth export restrictions／What are the geopolitical risks seen from the US-China confrontation／Crude oil losing popularity／Minerals such as gold and copper│Commodities
7d -1.5% ✓30d -4.0% ✓90d +1.8% ✗
【ドルは短期堅調 中期は？｜だいまん】スロー・ストキャスティクスで見るドルストレート／短期的にドル買い、中期的にドル売りのサインが基本｜為替｜FX経済研究所（10月14日放送）
【The dollar is firm short-term; medium-term?｜Daiman】Dollar straights seen through slow stochastics / Basically, a dollar-buy signal short-term and a dollar-sell signal medium-term｜Forex｜FX Economic Research Institute (October 14 broadcast)
7d -0.1% ✓30d +0.1% ✗90d -0.2% ✓
【日本が主導するGaNパワー半導体革命】和島英樹氏：日本株・銘柄選びの豆知識／EV充電5分時代へ／文科省が次世代半導体に本腰／35年度に市場7兆円規模に拡大か／注目6銘柄を徹底解説
【The GaN power semiconductor revolution led by Japan】Hideki Wajima: Tips on Japanese stocks and stock picking／Toward an era of 5-minute EV charging／MEXT gets serious about next-generation semiconductors／Market may expand to a 7-trillion-yen scale in FY2035／A thorough explanation of 6 stocks to watch
7d +16.7% ✓30d +17.7% ✓90d +43.3% ✓
【日本が主導するGaNパワー半導体革命】和島英樹氏：日本株・銘柄選びの豆知識／EV充電5分時代へ／文科省が次世代半導体に本腰／35年度に市場7兆円規模に拡大か／注目6銘柄を徹底解説
【The GaN power semiconductor revolution led by Japan】Hideki Wajima: Tips on Japanese stocks and stock picking／Toward an era of 5-minute EV charging／MEXT gets serious about next-generation semiconductors／Market may expand to a 7-trillion-yen scale in FY2035／A thorough explanation of 6 stocks to watch
7d +7.0% ✓30d -4.3% ✗90d +7.4% ✓
【ドルは短期堅調 中期は？｜だいまん】スロー・ストキャスティクスで見るドルストレート／短期的にドル買い、中期的にドル売りのサインが基本｜為替｜FX経済研究所（10月14日放送）
【The dollar is firm short-term; medium-term?｜Daiman】Dollar straights seen through slow stochastics / Basically, a dollar-buy signal short-term and a dollar-sell signal medium-term｜Forex｜FX Economic Research Institute (October 14 broadcast)
7d -0.1% ✗30d +0.1% ✓90d -0.2% ✗
【早ければ今月にも日経平均5万円に⁉｜広木 隆氏】「ワークライフバランスを捨てる」は覚悟を持った発言／海外投資家にとって日本変化の象徴になるか／米国の金融緩和／円高になりづらい要因|日本株
[Nikkei Average to 50,000 yen as early as this month!? | Mr. Takashi Hiroki] "Throwing away work-life balance" was a statement made with resolve / Will it become a symbol of Japan's change for foreign investors / US monetary easing / Factors that make a stronger yen unlikely | Japanese stocks
7d +5.0% ✓30d +9.0% ✓90d +14.3% ✓
【早ければ今月にも日経平均5万円に⁉｜広木 隆氏】「ワークライフバランスを捨てる」は覚悟を持った発言／海外投資家にとって日本変化の象徴になるか／米国の金融緩和／円高になりづらい要因|日本株
[Nikkei Average to 50,000 yen as early as this month!? | Mr. Takashi Hiroki] "Throwing away work-life balance" was a statement made with resolve / Will it become a symbol of Japan's change for foreign investors / US monetary easing / Factors that make a stronger yen unlikely | Japanese stocks
7d -0.8% ✗30d +1.4% ✓90d +4.0% ✓
【日経平均はいつピークアウトしてもおかしくない│木野内栄治氏】オラクル受注は価格競争激化のサイン？銀行株の動向を追えば総裁選の行方が分かる／リクルートやFFRIなど関連銘柄にも注目｜日本株 注目銘柄
【It wouldn't be strange for the Nikkei average to peak out at any time│Mr. Eiji Kinouchi】Are Oracle's orders a sign of intensifying price competition? Follow the movement of bank stocks and you'll know the outcome of the leadership election／Also watch related stocks like Recruit and FFRI｜Japanese stocks, stocks to watch
7d +1.0% ✗30d +8.6% ✗90d +9.3% ✗