{"id":46549,"date":"2026-05-07T00:02:54","date_gmt":"2026-05-07T00:02:54","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/46549\/"},"modified":"2026-05-07T00:02:54","modified_gmt":"2026-05-07T00:02:54","slug":"bny%e3%81%aeyu%e6%b0%8f%e3%80%81%e3%83%a1%e3%82%ad%e3%82%b7%e3%82%b3%e3%83%9a%e3%82%bd%e3%81%ae%e3%83%98%e3%83%83%e3%82%b8%e9%9c%80%e8%a6%81%e5%a2%97%e3%81%a7%e3%80%8c%e6%b7%b7%e9%9b%91%e3%81%97","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/live-updates\/46549\/","title":{"rendered":"BNY\u306eYu\u6c0f\u3001\u30e1\u30ad\u30b7\u30b3\u30da\u30bd\u306e\u30d8\u30c3\u30b8\u9700\u8981\u5897\u3067\u300c\u6df7\u96d1\u3057\u305f\u300d\u4e2d\u5357\u7c73\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\u53d6\u5f15\u304c\u5dfb\u304d\u623b\u3057\u3078\u3068\u8b66\u544a"},"content":{"rendered":"

BNY\u306e\u30b8\u30a7\u30d5\u30fb\u30e6\u30fc\u6c0f\u306f\u3001\u4e2d\u5357\u7c73\u306e\u5916\u56fd\u70ba\u66ff\uff08FX\uff09\u3068\u682a\u5f0f\u304c\u3001\u3044\u307e\u3084\u300c\u30c8\u30fc\u30bf\u30eb\u30ea\u30bf\u30fc\u30f3\uff08\u914d\u5f53\u3084\u91d1\u5229\u3082\u542b\u3081\u305f\u6295\u8cc7\u53ce\u76ca\u5168\u4f53\uff09\u300d\u3068\u3057\u3066\u4e00\u4f53\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3067\u6271\u308f\u308c\u3066\u3044\u308b\u3068\u6307\u6458\u3059\u308b\u3002iFlow\u306e\u30c7\u30fc\u30bf\u3067\u306f\u3001\u4e2d\u5357\u7c73\u306e\u307b\u307c\u5168\u901a\u8ca8\u304c\u300c\u30cd\u30c3\u30c8\u3067\u8cb7\u308f\u308c\u904e\u304e\uff08\u4fdd\u6709\u304c\u591a\u3059\u304e\u308b\u72b6\u614b\uff09\u300d\u306e\u307e\u307e\u3060\u3068\u3044\u3046\u3002<\/p>\n

\u540c\u6c0f\u306b\u3088\u308c\u3070\u3001\u6700\u8fd1\u307e\u3067\u57df\u5185\u306e\u56fd\u50b5\u5e02\u5834\uff08\u653f\u5e9c\u304c\u767a\u884c\u3059\u308b\u50b5\u5238\u3002\u30bd\u30d6\u30ea\u30f3\u50b5\uff09\u3082\u7dcf\u3058\u3066\u8cb7\u308f\u308c\u904e\u304e\u3060\u3063\u305f\u3002\u8db3\u5143\u3067\u306f\u56fd\u50b5\u306e\u904e\u5270\u4fdd\u6709\u304c\u89e3\u6d88\u306b\u5411\u304b\u3044\u59cb\u3081\u3066\u3044\u308b\u304c\u3001\u305d\u306e\u52d5\u304d\u306f\u56fd\u306b\u3088\u3063\u3066\u504f\u308a\u304c\u3042\u308b\u3068\u3044\u3046\u3002<\/p>\n

Latam Crowded Trade Dynamics<\/h3>\n

\u30e1\u30ad\u30b7\u30b3\u3067\u306f\u3001\u5e02\u5834\u304c\u5229\u4e0b\u3052\u3092\u898b\u8fbc\u307f\u59cb\u3081\u305f\u3053\u3068\u3067\u3001\u70ba\u66ff\u30d8\u30c3\u30b8\uff08\u70ba\u66ff\u5909\u52d5\u306b\u3088\u308b\u640d\u5931\u3092\u907f\u3051\u308b\u53d6\u5f15\uff09\u306e\u9700\u8981\u304c\u5897\u3048\u3066\u3044\u308b\u3002\u4eca\u9031\u306e\u30e1\u30ad\u30b7\u30b3\u4e2d\u9280\uff08Banxico\uff09\u304c25bp\uff08\u30d9\u30fc\u30b7\u30b9\u30dd\u30a4\u30f3\u30c8\uff1d0.01%\u306e\u5358\u4f4d\uff09\u5229\u4e0b\u3052\u3059\u308b\u3068\u306e\u898b\u65b9\u304c\u5e83\u304c\u308b\u4e00\u65b9\u3001\u30e1\u30ad\u30b7\u30b3\u56fd\u50b5\u3078\u306e\u9700\u8981\u306f\u5805\u8abf\u3060\u3068\u3044\u3046\u3002<\/p>\n

\u30e6\u30fc\u6c0f\u306f\u3001Banxico\u304c\u666f\u6c17\u523a\u6fc0\u30fb\u6210\u9577\u91cd\u8996\u3078\u3068\u59ff\u52e2\u3092\u79fb\u3057\u3064\u3064\u3042\u308b\u3068\u307f\u3089\u308c\u3066\u3044\u308b\u3068\u3082\u8ff0\u3079\u308b\u3002\u307e\u305f\u3001\u5b9f\u8cea\u91d1\u5229\uff08\u540d\u76ee\u91d1\u5229\u304b\u3089\u30a4\u30f3\u30d5\u30ec\u7387\u3092\u5dee\u3057\u5f15\u3044\u305f\u91d1\u5229\uff09\u306e\u300c\u4e0a\u4e57\u305b\u4f59\u5730\uff08\u30d0\u30c3\u30d5\u30a1\u30fc\uff09\u300d\u304c\u7e2e\u5c0f\u3057\u3066\u304a\u308a\u3001\u5b9f\u8cea\u91d1\u5229\u3092\u30d7\u30e9\u30b9\u306b\u4fdd\u3064\u306b\u306f100bp\u304c\u5fc5\u8981\u3060\u3068\u3082\u6307\u6458\u3059\u308b\u3002<\/p>\n

\u3055\u3089\u306b\u540c\u6c0f\u306f\u3001\u7c73\u56fd\u8981\u56e0\u306b\u3088\u308b\u56fd\u5225\u30ea\u30b9\u30af\uff08\u305d\u306e\u56fd\u56fa\u6709\u306e\u4e0d\u78ba\u5b9f\u6027\uff09\u306e\u4e0a\u6607\u306b\u8a00\u53ca\u3059\u308b\u3002\u5e02\u5834\u306e\u91d1\u878d\u653f\u7b56\u898b\u901a\u3057\u304c\u5341\u5206\u306b\u30cf\u30c8\u6d3e\uff08\u5229\u4e0b\u3052\u306b\u524d\u5411\u304d\uff09\u3067\u306a\u304f\u306a\u3063\u305f\u5834\u5408\u306e\u5f71\u97ff\u304c\u65e9\u304f\u6ce2\u53ca\u3057\u3084\u3059\u3044\u3053\u3068\u3001\u4eca\u5f8c\u306e\u901a\u5546\u5354\u8b70\u3067\u554f\u984c\u304c\u751f\u3058\u308b\u53ef\u80fd\u6027\u304c\u80cc\u666f\u306b\u3042\u308b\u3068\u3044\u3046\u3002\u5e02\u5834\u304c\u5c06\u6765\u306e\u5229\u4e0b\u3052\u30fb\u5229\u4e0a\u3052\u306e\u65b9\u5411\u3070\u304b\u308a\u306b\u6ce8\u76ee\u3057\u7d9a\u3051\u308b\u306a\u3089\u3001\u70ba\u66ff\u30d8\u30c3\u30b8\u9700\u8981\u306f\u5f37\u307e\u308a\u3084\u3059\u3044\u3002\u4e00\u65b9\u3001\u8ca1\u653f\u306b\u3088\u308b\u666f\u6c17\u62bc\u3057\u4e0a\u3052\uff08\u8ca1\u653f\u30a4\u30f3\u30d1\u30eb\u30b9\uff09\u304c\u5927\u304d\u304f\u306a\u3044\u305f\u3081\u3001\u50b5\u5238\u306f\u76f8\u5bfe\u7684\u306b\u5e95\u5805\u3044\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u30e1\u30ad\u30b7\u30b3\u3067\u306f\u3001\u4eca\u9031\u306eBanxico\u4f1a\u5408\u3067\u653f\u7b56\u91d1\u5229\u304c25bp\u5f15\u304d\u4e0b\u3052\u3089\u308c\u300110.75%\u306b\u306a\u308b\u3068\u306e\u4e88\u60f3\u304c\u4e00\u822c\u7684\u3060\u30024\u6708\u306e\u30a4\u30f3\u30d5\u30ec\u7387\u304c4.5%\u3078\u920d\u5316\u3059\u308b\u4e2d\u3001\u6210\u9577\u3092\u652f\u3048\u308b\u653f\u7b56\u8ee2\u63db\u304c\u610f\u8b58\u3055\u308c\u3001\u30da\u30bd\u5b89\u3078\u306e\u5099\u3048\uff08\u30d8\u30c3\u30b8\uff09\u3092\u5897\u3084\u3059\u53c2\u52a0\u8005\u304c\u5897\u3048\u3066\u3044\u308b\u3002\u305d\u308c\u3067\u3082\u6d77\u5916\u52e2\u306e\u30e1\u30ad\u30b7\u30b3\u56fd\u50b5\u6295\u8cc7\u306f\u304a\u304a\u3080\u306d\u5805\u8abf\u3067\u3001\u7d04750\u5104\u30c9\u30eb\u8fd1\u8fba\u3092\u7dad\u6301\u3057\u3066\u3044\u308b\u3002<\/p>\n

Mexico Peso Hedging Strategy<\/h3>\n

\u305d\u306e\u7d50\u679c\u3001\u300c\u50b5\u5238\u306f\u8cb7\u3044\u305f\u3044\u304c\u3001\u30da\u30bd\u306e\u65b9\u5411\u6027\u306f\u4e0d\u5b89\u300d\u3068\u3044\u3046\u306d\u3058\u308c\u304c\u751f\u3058\u3066\u3044\u308b\u3002\u4e2d\u9280\u306f\u6628\u5e74\u3001\u901a\u8ca8\u306e\u9b45\u529b\u3092\u9ad8\u3081\u305f\u9ad8\u3044\u5b9f\u8cea\u91d1\u5229\u3092\u5f15\u304d\u4e0b\u3052\u3064\u3064\u3042\u308b\u3002\u91d1\u5229\u9762\u306e\u4f59\u529b\u3092\u610f\u56f3\u7684\u306b\u5727\u7e2e\u3059\u308b\u52d5\u304d\u306f\u3001\u5185\u9700\u652f\u63f4\u306e\u305f\u3081\u306b\u901a\u8ca8\u5b89\u3092\u3042\u308b\u7a0b\u5ea6\u5bb9\u8a8d\u3059\u308b\u59ff\u52e2\u3092\u793a\u3059\u3082\u306e\u3068\u53d7\u3051\u6b62\u3081\u3089\u308c\u3084\u3059\u3044\u3002<\/p>\n

\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\uff08\u91d1\u878d\u6d3e\u751f\u5546\u54c1\u3002\u30aa\u30d7\u30b7\u30e7\u30f3\u3084\u5148\u7269\u30fb\u30d5\u30a9\u30ef\u30fc\u30c9\u306a\u3069\uff09\u53d6\u5f15\u306e\u89b3\u70b9\u3067\u306f\u3001\u30e1\u30ad\u30b7\u30b3\u30da\u30bd\u4e0b\u843d\u306b\u5099\u3048\u305f\u30d8\u30c3\u30b8\u3092\u5897\u3084\u3059\u5c40\u9762\u306b\u3042\u308b\u3002\u5177\u4f53\u7684\u306b\u306f\u3001USD\/MXN\u306e\u30b3\u30fc\u30eb\u30aa\u30d7\u30b7\u30e7\u30f3\uff08\u7279\u5b9a\u4fa1\u683c\u3067\u30c9\u30eb\u3092\u8cb7\u3046\u6a29\u5229\uff09\u3092\u8cb7\u3046\u3001\u307e\u305f\u306f\u30d5\u30a9\u30ef\u30fc\u30c9\uff08\u5c06\u6765\u306e\u53d7\u3051\u6e21\u3057\u4fa1\u683c\u3092\u56fa\u5b9a\u3059\u308b\u53d6\u5f15\uff09\u3067\u4fdd\u6709\u8cc7\u7523\u306e\u70ba\u66ff\u4e0b\u843d\u30ea\u30b9\u30af\u306b\u5099\u3048\u308b\u3068\u3044\u3063\u305f\u624b\u6bb5\u304c\u8003\u3048\u3089\u308c\u308b\u3002\u30b3\u30ed\u30ca\u5f8c\u306b\u76ee\u7acb\u3063\u305f\u300c\u30b9\u30fc\u30d1\u30fc\u30da\u30bd\uff08\u30da\u30bd\u9ad8\u304c\u7d99\u7d9a\u3059\u308b\u5c40\u9762\uff09\u300d\u306f\u52e2\u3044\u3092\u5931\u3044\u3064\u3064\u3042\u308b\u3002<\/p>\n

\u7126\u70b9\u306f\u7c73\u56fd\u30ea\u30b9\u30af\u3060\u3002\u5e02\u5834\u306f\u7c73\u9023\u90a6\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff08FRB\uff09\u306e\u5229\u4e0b\u3052\u898b\u901a\u3057\u3092\u5f8c\u9000\u3055\u305b\u30012026\u5e74\u306e\u5229\u4e0b\u3052\u306f1\u56de\u7a0b\u5ea6\u3068\u306e\u89b3\u6e2c\u304c\u5f37\u3044\u3002\u3053\u308c\u306f\u30c9\u30eb\u9ad8\u8981\u56e0\u3068\u306a\u308a\u3001\u65b0\u8208\u56fd\u901a\u8ca8\u306b\u4e0b\u62bc\u3057\u5727\u529b\u304c\u304b\u304b\u308a\u3084\u3059\u3044\u3002\u3053\u308c\u306b\u901a\u5546\u4ea4\u6e09\u306e\u4e0d\u78ba\u5b9f\u6027\u304c\u91cd\u306a\u308a\u3001\u30da\u30bd\u306b\u306f\u53b3\u3057\u3044\u74b0\u5883\u3068\u306a\u308b\u3002<\/p>\n

\u4e0d\u78ba\u5b9f\u6027\u306f\u30aa\u30d7\u30b7\u30e7\u30f3\u5e02\u5834\u306b\u3082\u8868\u308c\u3066\u3044\u308b\u3002\u30da\u30bd\u306e3\u30ab\u6708\u30a4\u30f3\u30d7\u30e9\u30a4\u30c9\u30fb\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff08\u5e02\u5834\u304c\u7e54\u308a\u8fbc\u3080\u5c06\u6765\u306e\u5909\u52d5\u7387\uff09\u306f\u5e74\u521d\u306e10%\u304b\u308912.5%\u8d85\u3078\u4e0a\u6607\u3057\u305f\u3002\u3053\u306e\u5909\u52d5\u7387\u3092\u524d\u63d0\u306b\u3001\u901a\u8ca8\u304c\u5927\u304d\u304f\u52d5\u304f\u5c40\u9762\u3067\u5229\u76ca\u3092\u72d9\u3046\u53d6\u5f15\u69cb\u6210\u3082\u53ef\u80fd\u3060\u3002\u8981\u70b9\u306f\u3001\u4f9d\u7136\u9b45\u529b\u304c\u6b8b\u308b\u50b5\u5238\u5229\u56de\u308a\uff08\u50b5\u5238\u304b\u3089\u5f97\u3089\u308c\u308b\u5229\u606f\u6c34\u6e96\uff09\u3068\u3001\u901a\u8ca8\u306e\u4e0b\u843d\u30ea\u30b9\u30af\u3092\u5207\u308a\u5206\u3051\u3066\u7ba1\u7406\u3059\u308b\u3053\u3068\u306b\u3042\u308b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u30e9\u30c6\u30f3\u30a2\u30e1\u30ea\u30ab\u306fFX\u30fb\u682a\u304c\u300c\u7dcf\u5408\u30ea\u30bf\u30fc\u30f3\u300d\u4e00\u4f53\u3067\u904e\u5bc6\u53d6\u5f15\u3001\u901a\u8ca8\u306f\u8cb7\u308f\u308c\u904e\u304e\u7d99\u7d9a\u3002\u30e1\u30ad\u30b7\u30b3\u306f\u5229\u4e0b\u3052\u89b3\u6e2c\u3067\u30d8\u30c3\u30b8\u9700\u8981\u5897\u3001\u50b5\u5238\u5805\u8abf\u3082\u30da\u30bd\u4e0b\u843d\u30ea\u30b9\u30af\u3068\u7c73\u56fd\u8981\u56e0\u304c\u91cd\u8377\u3002<\/p>\n","protected":false},"author":116,"featured_media":0,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[40],"tags":[],"class_list":["post-46549","post","type-post","status-publish","format-standard","hentry","category-live-updates"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/46549","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/users\/116"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/comments?post=46549"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/46549\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/media?parent=46549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/categories?post=46549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/tags?post=46549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}