ð2025/7/30 éå ±ðãæ¥çµå¹³åã4æ¥ç¶èœã§4é°é£ã§ãã®ãµã€ã³ðæ¥æ¬æ ªã®è¡æ¹ð
çæ§ãæ©ããããŠã©ã³ãã§ãã仿¥ã®æ¥çµ å¹³åç¶èœããŠããŸããæ¥è¶³ã®ããœè¶³ãç¢ºèª ãããšäžåãã®éã®5ç·ãäžåã£ãé°ç·ã§ åŒããŠããŸãã ç¶ããŠçªç¶æ³ã§ããã確èªãããšæšæ¥çª ã®ã£ããããŠã³ããŠãããã§ãããã 205åã»ã©ã®çªãéããŠãããã§ããã 仿¥ã®åãã§ãã®çªã«ãããã¿ããããŠã ãªãã®ã§ãã¡ããåããŠããªããšããããš ã«ãªããŸãããšããããšã¯é°ç·ã4æ¬é£ç¶ ããŠãããšããããšãããããŸãããã ãããªãã§ãããããäžé¢ã æ¥æ¬é»ã圢æããŠããŸãã 売ããµã€ã³ã§ãããã§ããããã§ããã çŽè¿æ¯ãè¿ã£ãŠã¿ããšç»é¢å·Šäžã¯å»å¹Žã® 10æã®å±é¢ã§ãããäžé¢ãæ¥æ¬ã圢æã ãŠãã®åŸ1500åãããäžãã£ãŠããã ã§ã12æã®èšæ¶é¢ã§ã10æã»ã©ã§ã¯ ãªãã§ããã©åœ¢æããŠäžãã£ãŠãããšãã ã®ãèŠãŠåããŸãããŸãé°ç·ãé£ç¶ã㊠ãã£ãŠããã®ããã® ãã¯ãå
±éããŠããã§ãããããããã å€åãã匱ãã®ã§åºããµã€ã³ãšããããšã« ãªããŸãããã®10æã®æã¯ãã®äžæã ãŠãã®ã«5åŒã ã£ããšããçµæ§ãªããã çããããšããããŠäžãã£ãŠããæã ãã£ã±ãé£ç¶æŠã§11é£ã ã£ããšããã®ã ãããŸããã§ã12æãäžãã£ãŠããŠã ãã®1æãš2æã®å±é¢ããããããã®èŸº ã¬ã³ãžçžå Žãªãã§ããã©ãããŸãããã蟺 ã¯ããããã§ã¯ãªãã£ããã©ããã®ã ãããŸã倧ããäžããŠã¯ããªããšã¬ã³ãžã® å æžãããã§åºãŠãããšããã®ãããã®ã§ ãäžé¢ãæ¥æ¬é»ãåºãŠã¡ãã£ãšäžãã£ããš ããæãæããããšããããšã«ãªããŸãã ã§ã1çªåŒ·çãªæã¯ã§ãããå Žåã«ãã£ãŠ ã¯ã§ããã©ãããããªãšããã§åºãããšã ãããšãããã¯4æ7æ¥ã®ãã©ã³ã ã·ã§ãã¯ã«åãã£ãŠããå±é¢ã®æã®äžé¢ã æ¥æ¬ã§ããã¡ãªã¿ã«ãã£ãŒããèšæ¶ãªã㣠ãŠãæ¹ããã£ããããšæããŸãããå»å¹Žã® 8æã®ãã©ãã¯ãã³ãã«åãã£ãŠããæã ãŸããã®æåããã€ããã³ã°ã¹ã¿ãŒãåºãŠ ããã®åŸäžé¢ãæ¥æ¬ãåºãŠããã«äžãã£ãŠ ãã£ããšãããšãããããŸãããããªã®ã§ ããŸãä»åã®å Žåã¯ãã仿¥ã®å€ã® FOMCãšãææ¥ã®å€§æ¥ ãããããããŸãã®ã§ããŸãããã«ãã ãã®çµæã«ãããšãããšããã¯ãããŸãã ããã¯ãã«ã«çã«ã¯çµæ§ãã€ãã®å£²ã ãµã€ã³ã«ãªã£ãŠãããšããç¶æ³ã§ãã ã§ããããè¿ãæã€ã®ãã§ããã4æã® Våå埩å±é¢ããã¯ç¥ãããçã«çµããå€ ã§å²ããªã玫ã®25æ¥æŠããŸãç§å人çã« ã¯çµæ§25æ¥æŠã¯ãããŸããããµããŒãã ãªããšããæèã®ã§èŠãŠãããšå®éããã« ãªãããšãå€ããã§ããã©ãããŸã4æã® ããåŸå以éã®Våå埩å±é¢ã§ã¯ããèªã ããçµããªã25æ¥æŠã®ãµããŒã床åãš ããããšã«ãªããŸãããŸãããã°ãããã® æåŒ·ã®æµäžé¢ãæ¥æ¬ã ãããããã®ãåããããªããåãã«ãªã£ ããã¡ãã£ãšä»åŸ25æ¥æŠã®èŠæ¹ãå€ã ãªãããããªããªãšããããšã«ãªããŸãã 4äž75å çµæ§é«ããšããã«25æ¥ç·ããŠããŸãã 20æ¥ç·ã¯ãã®ã¡ãã£ãšäžã§ãã ã§ãéå©ã§ãããæ¥æ¬ã®éå©ã¯ä»æ¥ 1.57ä»è¿ãŸã§ãã£ãŠãã¡ãã£ãšäžé«ã åºãŠããŸããããšå³åŽç±³åœã®éå©ã§ããã æšæ¥å€§ããªé°æŠåºé·ã§ãããããããã§ã 嵿š©ãèŠããã«ç±³åœç¥è²·ããããšããç¶æ³ ã§ãã ãŸãFOMCãããèŠæãšãããšãããã ããšæããŸãããã«ãŒã ããŒã°ã§ãã FRBæç¢ºãªã·ã°ãã«ã®çºä¿¡ã¯é¿ããéã ãªãµãŒã²ãŒã®ææå·¡ããšããããšã§ããŸã ããããããŸãFOMCããã®æç¢ºãªå°ã£ ãçºä¿¡ã¯ããªãããããªãããšãããšãã ãšæ¥éãåãããã«ããŸãå©äžãåãäžã ã®ããéã§ããã©ããããã§ãå°ã£ãçºä¿¡ ã¯ããªãããããªãããšãããããªãšãã ã¯èšãããŠããã®ã§ããªããã¡ãã£ãšã§ã ãããããè¶³äžèœãªããšãèµ·ãããšéå°ã« åå¿ããããªãããã®ãã¡ãã£ãšäžå®ãš ãããããã®æžå¿µã¯ãããŸããããFRB ã¯å©äžãã¯ããªããèŠéãã§ããæ®ã眮ã ã§ããã§ãããä»ãŠã©ãŒãªãžãšããã ããã³å¯è°é·ãããããããåå¯Ÿè¡šã æãããããããªããšèšãããŠããã§ãã ããä»åã®ãããæ«ã眮ãããã§ããã©ã ã ãããããš2åã®2åã®çäºãå察衚ãã ãšããã®ã¯1993幎以æ¥ã 32幎ã¶ãã®åºæ¥äºã®ããã§ãããŸããŸã ããããªããã§ããã©ããã¯ãããã ããã³å¯è°é·ã®ãªãããããŸãå¯è°é· ã£ãœããªããããé°ãæãããã§ãããã æ¥è¶³ã®QRCã§ãã æ°Žè²ãªãã³äžåã£ãŠããŠããŸãã ãã©ããªãã¯3äž9700åä»è¿ã«ããŠã ãŸãããŸã èŠç¹ããã§ããMACDã ã®ãªã®ãªãŽãŒã«ãã³ã¯ãã¹ããŠããŸãã HRCãã§ãããã€ãã«äžèœã審æ»ãã ãã³ã¯ãªãã³ã«å€åããŠããŸãã RCIã·ã³ãã«ã«æ°Žè²ã®çæç·ãèµ€ã®é·æ ç·ããããã¯ãã¹ããŠããŸããäžæ¹åã 瀺åããŠããŸãã ä¿¡çšè©äŸ¡æççã§ããã-6.56 ãšããããšã§æ¹åããŠããŸããæšæ¥æšæ¥ã ããäŒãããéã仿¹ããéåžžã«å°ãªã ç¶æ³ãããããæšæ¥ããäŒãããŸãããã å»å¹Žã®ãã®åžå Žæé«å€ã®å±é¢ã§ã¯ããæ¹ç® ããã£ã±ããã£ã±ã4å
ã9000åå æ°æºãŸã§æ¥ãŠããŠãããã·çãæºãŸã£ãŠ ãããããªç¶æ³ã ã£ããããªãã§ããã ããã ãã®é«å€ãééããŠçµæ§ãŸã åçµŠç¶æ
ã¯ããèŠãããã§ããããŸããã® 4.00åãšã-6.56ã£ãŠããã®ã¯ã ãŸããã ãã©è¯ããããšããåŽé¢ããã ãŸããããã€ãŸã倩äºãããããªããšãã ã®ã瀺åããŠãããšãããšãèšããã ããã«ã€ã³ããŒã¹ã®ä¿¡çšåçã§ãã 21.75ãããçããã§ããããããŸã§ æ¥ãã®ãããã«ã€ã³ããŒã¹ã®ä¿¡çšåçã¯ã ããããã«ã€ã³ããŒã¹ãåç¥ã®ããã«éèµ° æã®ETFãªã®ã§ çžå Žã倧åºã®æã¯ä¿¡çšåçã¯1ãšã2ãšã ãããã¯0åå°ã«ãªããŸãã倩äºã®æã¯ 20ãšã30 幎ã«ãã£ãŠã¯50ãšã60ã¯ãããŸããã© ãããã®ãçŽè¿ãããé«ãæ¹ã§ããã¯ãã ãªã®ã§ããŸãç¹è¯ããã ãã©ããã®ãè¯ã ã€ã³ãŒã«å€©äºãšèäžåããããŸãè¯ããš ããã®ã¯ãã£ã¡ã®æ¹ã§ããã©ãããã®ã 西æ¡ã®ãã倩äºãšèäžåãããšããããšã« ãªããŸãã æ¥çµå¹³åå
ç©ãã£ã¢ã¹ãã£ãŒãã§ãã鰿Р4é£ç¶ããŠããŸãããã ãã®äžãã2æ¬ç® é»è²38.2% æšããã¶ããæšæ¥4äž570åã仿¥ 4äž560å ããã æãããã§æããŠããªãã§ãããã®ãã7 æã®äžæ¬ãã20æ¥ããããŸã§ã®ã¬ã³ãž çžå Žãäžã4äž200å æ°Žæºã§äžã¯3äž9200åæ°Žæºãåã¯ åºæ¥ç±ãã®ã§ã ãŸã61.8%æŒãããã ã§ã¯æ¢ãŸãããæ¢ãŸãã®ããª?ãŸã æ¢ãŸãã®ã§ã¯ãªãããšãæ·±æŒãã§ããã æ·±æŒãã§ãæ¢ãŸãã®ã§ã¯ãªãããšæšæž¬ãã ãŸãããŸã 38ç¹ã«ã¯å²ããŠãªãç¶æ³ã§ã ã å
ç©4æéè¶³QRCã§ããããªããããã ãããµã€ã³ãšããŠã¯åŒ·ãäžãªãã§ããã©ã ããŸãä»ãäŒãããããç²ã°ãç²ã£ãŠãã ãšããããšã§ããããã¢ãªãã·ã¥ãé£ç¶ ç¹ç¯ããŠãããããã³ã¯ãããã¯ãã¹ãã ãŠãããã ããã©ããããã§ç²ã£ãŠããã® ã§äžé¢ã®éããããããäžèœã¯éçã§ãã ãšããèµ€ãã«å€ãã£ãŠããã®ããããŠ4 æéã®ããŒãœè¶³18æ¬ çµéããŠããŸããååã®æ°Žè²ã14æ¬ã 14æ¬ããã®åã®ãã³ã¯ã14æ¬ã15æ¬ ååŸã§ ãã¬ã³ããéæ¹åã«å€ããåŸåãããŸã ããã¯ãããã®ã匷ãæã¯ãã¡ããæ°ã è¶
ãã¡ãããŸãããå¹³åçãªãªãºã ã ãš 15æ¬ååŸã§å€ããã®ã§ã18ãšããã®ã¯ æ°Žè²æ¹åãã€ãŸãäžæ¹åã«å€ãã£ãŠã ãããããªããæéã¯çµéããŠãŸãã ã§ãæãã¯ãããã¯ã¹ã§ãããã ãããã¯ã¹ã¯ä»æ¥ã¯ããããã©ã¹ã§ããã« ãã®èŠéžãªã®ã§ æ¥æ¬ã°ãããªãããã§ããããã¯ãããã ã¯å€§ããããšæããŸãããããã¯ã¹ã¯èŠéž ã§ããäžå Žãªãæ¥æ¬ã§ã¯ãªãã§ãã ã°ãããã¿ã³ãããŒãã¬ã³ãããããã é¡ãããããŸããã¡ã³ããŒã·ããç»é²ãŸã ã®æ¹ã¯çµ¶è³ãåŸ
ã¡ããŠãããŸãããããã ãé¡ãããããŸããã¢ããã°ã¬ãŒããã åŸ
ã¡ããŠãããŸããæããã£ãŒãã§ãã ææ¥ææ«ã§ãããæ¥éã§ãããã¯ãã ãšããã§çµæ§ãŸãããªãã§ãã?ãã®é«ã ãã£ãšãããã§ãäŒãããŠãããšãšããã® ã¯ç»é¢å·Šäžã¯å»å¹Žã®3æè¶³ ã§ã®çµããå€ã§æãè¶³ã®çµããå€ã§4äžå ãè¶
ããŸããããšããŠ4äžåãšããäŸ¡æ Œã¯ ããããã£ã¡ã
èŠãŠããã§ãããæã足㮠çµããå€ã§4äžåãè¶
ããã®ã¯å»å¹Žã®3æ ãšå
æãä»å¹Žã®6æ2åã ãã§ãã 2ã¶æé£ç¶ãªããã©ãããšãããšããã ããšãããã¡ãŒã¯654åããŸãç¶é²ãªã ããããå
šç¶æå¥ãªãéæã§ããã©ãã ãŸããã®660åå®ãšãã«ãªããšçµããå€ ã§4äžåè¶
ãããããšããããšããããã ãããªããšããããšã§ãããã¡ãªã¿ã«èŠç· ãšé°ç·ã®åºæº4äž340å ãããš310åã»ã©ã®ãããã¡ããããŸã ãèŠç·ã§ã¯åŒããããšããã§ãããããŸã 4äžåããã£ã±ããŒãããããšãã§ããã ãã¯ããã§ããããããããã ãŸããŸã ãã®ä»¥åãäŒããããã®ããã ã¡ãã£ãšä»ãã£ãŒãããããã4äžåãã ãæç¢ºã«è¶
ããŠãããšããã®ã«ã¯æéçµé ãããå°ãããã®ã§ã¯ãªãããšãããã® 3äžåã®æã®ããäŸãäžããŠãã®20ã¶æ è¶
ããªãã£ã2022幎2幎ã®ãããŸã èŠããŠãæ¹ã¯ãã®æãåºããŠããã ããã° ãšæããã§ãããã¢ããªãºã ã§èšããš ã¡ãã£ãšæ©ããšæããã§ãããã4äžåã äœè£ã§è¶
ããŠèŠã¯4äžåãã¬ãžãµã転æã ã¡ããã£ãŠããã®ã¯ããããæå³ã§ã¯ãã æ¥œã
äžåããã©ããã£ãŠããã®ã¯ã¡ãã£ãšåŸ®åŠ ãªãšããã«ãªã£ãŠããŠããšããããšã«ãªã ãŸãã ãã«åã§ãããã§ãããã ãããç±³åœã® éå©ãããæ¥èœããŠæ¥æ¬ã¯ããã§ããªãã ã§ããã©ãã ãã«åã¯148.05 åå®ããŸã仿¥ã¯ããé°æŠã§ããã©ãåå® åºé·ãããŒãããŠããŸãã ãŸãå®è³ªéå©ã®éšåãçµæ§èšãããã£ãŠã ãŸããããã¯ããå¶çéå©åŒãã€ã³ãã¬ç ãšãªããšããã®ããã€ãã¹éå©ãªãã§ãã ããå®è³ªéå©ã¯ã ãããã§ãã§ããŸãããã£ãŠåãããã㪠ã®ã§ãããã ããæã£ãŠã㊠æ¥ç±³ã®éå©å·®ããããã®ã10幎éå©å·®ã ãããè©°ãŸãããåºããããåå®ãã«é«ã« è¡ããã ã£ãŠããã®ã¯ã¡ãã£ãšå®æããªãš ã¯æããŸããã確ãã«ããŸãå®è³ªéå©ã¯ äœãæ¥æ¬ ãšããç¶æ³ã§ãä»ã®åå®ã説æã§ããã®ã ãªãšãããšãã¯ãã«ã«ã§ããããã¯ããã« èµ€ãå¹³ãåºçŸããŠããŸãã ã§ã仿¥ã¯ã§ããããŸãã¯ç±³åœåžå Žã¯21 æ15åãADPéçšçµ±èšããããŠ21æ åGDPéå ±å€ãããéèŠãããªãã§ãã ããã£ãŠ ã§23æäžå€äœå®
販売件æ°ãã£ãŠ ãŸãããŸã§ãéäžããã ãŸããéäžåã¯ãŸã æ®ã£ãŠããã®ããšãã ç¶æ³ã§ãã27æ FRB FOMCæ¿çéå©çºè¡šã§ããæ«çœ®ãã®äºæ³ ã§ããææ¥ã®æ¥éãæ«çœ®ãå©äžããªãã® æ«çœ®ãã®äºå®ã§ããã§ã27æåããã ããŠã«è°é· ã®çºèšã§ããããã®ãã©ã³ã倧統é ã FRBã®ä»ååå·¥äºããŠããšãã ããã® èŠå¯ã«è¡ããŸãããããããã ãããå§ããããŠãŸãããããããã ããããªããªããããããã¬ãã·ã£ãŒã ãªã£ãŠãããã ããããŸãæ®éã«ãã©ã¹ã¡ã³ãããªãšã æããŸããã©ã ããã«ããŸãããã«å±ãå±ããªãããšã ãããäœèšå©äžãããªããªã£ã¡ããããªãš ãããŠã«çã«ã¯ãããå
ãã«ãããªã£ã¡ã ãã£ãŠããã®ã¯ããããšã¯æããŸããã©ã ãã¯ãã ãŸãããŒãã³ãšãããªãŒã©ãŒãªãžãã©ã ãã衚ãæãããã£ãŠããã®ã泚ç®ã§ãã ããšããããã§ä»æ¥ã®å
容ã¯ä»¥äžã§ãã æåŸã«ãåååŒã³ããããŸããã¢ã«ããã« ãã1çããã§ãšãããããŸããããŒã« ããããã«ã¡ã¯ãã815203 ãŠã«ãã©ãã³ã¯ããããšãããããŸããã ãšãããããã«ãããããšãããã³ãã ã倪éãããã«ãããããã±ã¹ããŒããã ããé ããããæªãéããã¯ãããå·ãŽãããã ã€ã®ããã«ãã£ãã©ãããã¹ã€ã«ããŒã¯ã® ãããæ»ã蟌ã¿ã»ãŒãã§æåŸãŸã§ãèŠèŽ ããã ããŸã㊠ããããšãã§ããã
âãULTRA ïŒ PLATINUMã¡ã³ããŒã·ãããâšãç»é²ãåŸ
ã¡ããŠãããŸãð
https://www.youtube.com/channel/UC6sB7UeNIGy53sCfrVTEmqQ/join
âãµããã£ã³ãã«
âðãSUPER ïŒ MARVELOUSã¡ã³ããŒã·ãããâšãç»é²ãåŸ
ã¡ããŠãããŸãð
https://www.youtube.com/channel/UCUb0nCjz0ffQhGCnIMBaPiQ/join
ðãnoteããããããã¬ãŒããŒãº æ ªåŒæè³éš
https://note.com/yousan777/
䜿çšãã£ãŒã
ããã¬ãŒãã£ã³ã°ãã¥ãŒã
https://jp.tradingview.com/
åºå
ž
ãnikkei225jp.comã225ãªã¢ã«ã¿ã€ã ãã£ãŒã
https://nikkei225jp.com/data/vix.php
ãæ¥æ¬çµæžæ°èã
https://www.nikkei.com/promotion/?n_c…
ãBloombergã
https://www.bloomberg.co.jp/
ãYahooãã¡ã€ãã³ã¹ãçµæžææš
https://finance.yahoo.co.jp/fx
#æ¥æ¬æ ªïŒæ¥çµå¹³åæ ªäŸ¡#TOPIX#ãã«å#NYããŠ#æ ªåŒæè³#ããã«ã€ã³ããŒã¹#FOMCïŒFRB#NASDAQ#æ¥ééèæ¿çæ±ºå®äŒå#CPI#éçšçµ±èš