{"id":46795,"date":"2026-05-12T18:12:49","date_gmt":"2026-05-12T18:12:49","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/46795\/"},"modified":"2026-05-12T18:12:49","modified_gmt":"2026-05-12T18:12:49","slug":"2025%e5%b9%b44%e6%9c%88%e3%81%ae%e7%b1%b3%e3%82%a4%e3%83%b3%e3%83%95%e3%83%ac%e3%81%8c%e4%ba%88%e6%83%b3%e3%82%92%e4%b8%8a%e5%9b%9e%e3%82%8a%e3%83%89%e3%83%ab%e9%ab%98%e3%80%812026%e5%b9%b4%e3%81%aecp","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/live-updates\/46795\/","title":{"rendered":"2025\u5e744\u6708\u306e\u7c73\u30a4\u30f3\u30d5\u30ec\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u30c9\u30eb\u9ad8\u30012026\u5e74\u306eCPI\u920d\u5316\u3067FRB\u5229\u4e0b\u3052\u89b3\u6e2c\u306b\u7126\u70b9\u79fb\u308b"},"content":{"rendered":"

\u7c73\u56fd\u306e\u5e74\u9593\u30a4\u30f3\u30d5\u30ec\u7387\uff08\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\uff1dCPI\u3067\u6e2c\u5b9a\uff09\u306f\u30014\u6708\u307e\u3067\u306e12\u30ab\u6708\u30673.8%\u4e0a\u6607\u3057\u305f\u30023\u6708\u306e3.3%\u304b\u3089\u4f38\u3073\u304c\u62e1\u5927\u3057\u3001\u5e02\u5834\u4e88\u60f3\u306e3.7%\u3082\u4e0a\u56de\u3063\u305f\u3002<\/p>\n

\u98df\u54c1\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u9664\u304f\u30b3\u30a2CPI\uff08\u4fa1\u683c\u306e\u632f\u308c\u304c\u5927\u304d\u3044\u54c1\u76ee\u3092\u5916\u3057\u3001\u57fa\u8abf\u7684\u306a\u7269\u4fa1\u306e\u52d5\u304d\u3092\u898b\u3084\u3059\u304f\u3057\u305f\u6307\u6a19\uff09\u306e\u5e74\u9593\u4e0a\u6607\u7387\u306f2.8%\u30023\u6708\u306e2.6%\u304b\u3089\u52a0\u901f\u3057\u3001\u4e88\u60f3\u306e2.7%\u3092\u4e0a\u56de\u3063\u305f\u3002<\/p>\n

Monthly Inflation Update<\/h3>\n

\u6708\u6b21\u3067\u306f\u30014\u6708\u306eCPI\u306f\u524d\u6708\u6bd40.6%\u4e0a\u6607\u3002\u4e88\u60f3\u3068\u4e00\u81f4\u3057\u3001\u524d\u6708\u306e0.9%\u304b\u3089\u306f\u4f38\u3073\u304c\u920d\u5316\u3057\u305f\u3002<\/p>\n

\u7c73\u9023\u90a6\u6e96\u5099\u5236\u5ea6\u7406\u4e8b\u4f1a\uff08FRB\uff1d\u7c73\u56fd\u306e\u4e2d\u592e\u9280\u884c\uff09\u306e\u7269\u4fa1\u76ee\u6a19\u306f2%\u3002\u4eca\u56de\u306e\u30c7\u30fc\u30bf\u3092\u53d7\u3051\u3001\u5e74\u672b\u307e\u3067\u306e\u5229\u4e0a\u3052\uff08\u653f\u7b56\u91d1\u5229\u3092\u5f15\u304d\u4e0a\u3052\u308b\u3053\u3068\uff09\u89b3\u6e2c\u304c\u5f37\u307e\u3063\u305f\u3002<\/p>\n

\u767a\u8868\u5f8c\u3001\u7c73\u30c9\u30eb\u6307\u6570\uff08DXY\uff1d\u4e3b\u8981\u901a\u8ca8\u306b\u5bfe\u3059\u308b\u7c73\u30c9\u30eb\u306e\u5f37\u3055\u3092\u793a\u3059\u6307\u6570\uff09\u306f1\u9031\u9593\u3076\u308a\u9ad8\u5024\u306e98.34\u307e\u3067\u4e0a\u6607\u3002\u57f7\u7b46\u6642\u70b9\u3067\u3082\u540c\u6c34\u6e96\u8fd1\u8fba\u3067\u63a8\u79fb\u3057\u305f\u3002<\/p>\n

\u4e2d\u6771\u60c5\u52e2\u306e\u7dca\u5f35\u3068\u539f\u6cb9\u9ad8\u304c\u30015\u6708\u306e\u7269\u4fa1\u62bc\u3057\u4e0a\u3052\u5727\u529b\u306e\u7d99\u7d9a\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u6307\u6458\u3055\u308c\u305f\u3002\u30a4\u30f3\u30d5\u30ec\u7387\u306e\u4e0a\u632f\u308c\u306f\u3001\u5229\u4e0a\u3052\u306e\u53ef\u80fd\u6027\u3082\u9ad8\u3081\u305f\u3002<\/p>\n

Trading Implications And Strategy<\/h3>\n

2025\u5e744\u6708\u306eCPI\u304c3.8%\u3068\u306a\u308a\u3001\u524d\u6708\u304b\u3089\u5927\u304d\u304f\u4e0a\u632f\u308c\u3057\u305f\u5c40\u9762\u304c\u3042\u3063\u305f\u3002\u3053\u306e\u300c\u4e88\u60f3\u5916\u306e\u4e0a\u632f\u308c\u300d\u3092\u53d7\u3051\u3001DXY\u306f98.34\u307e\u3067\u4e0a\u6607\u3057\u3001\u5e02\u5834\u306fFRB\u306e\u8ffd\u52a0\u5229\u4e0a\u3052\uff08\u653f\u7b56\u91d1\u5229\u5f15\u304d\u4e0a\u3052\uff09\u306e\u7e54\u308a\u8fbc\u307f\u3092\u5f37\u3081\u305f\u3002\u7269\u4fa1\u4e0a\u6607\u5727\u529b\u304c\u7d9a\u304d\u3001\u4e2d\u592e\u9280\u884c\u304c\u5f37\u3044\u91d1\u878d\u5f15\u304d\u7de0\u3081\uff08\u666f\u6c17\u3092\u51b7\u3084\u3059\u65b9\u5411\u306e\u653f\u7b56\uff09\u306b\u52d5\u304f\u3001\u3068\u3044\u3046\u898b\u65b9\u304c\u5e83\u304c\u3063\u3066\u3044\u305f\u3002<\/p>\n

\u8db3\u5143\u3067\u306f\u72b6\u6cc1\u304c\u5909\u308f\u308a\u3001\u6700\u65b0\u306e2026\u5e744\u6708\u306e\u5e74\u7387\u30a4\u30f3\u30d5\u30ec\u7387\u306f3.1%\u3068\u3001\u76f8\u5bfe\u7684\u306b\u843d\u3061\u7740\u3044\u305f\u6c34\u6e96\u306b\u3042\u308b\u3002\u3053\u3046\u3057\u305f\u920d\u5316\u3067\u3001\u7126\u70b9\u306f\u5229\u4e0a\u3052\u304b\u3089\u5229\u4e0b\u3052\uff08\u653f\u7b56\u91d1\u5229\u3092\u5f15\u304d\u4e0b\u3052\u308b\u3053\u3068\uff09\u306e\u958b\u59cb\u6642\u671f\u3078\u79fb\u3063\u305f\u3002FF\u91d1\u5229\u5148\u7269\uff08\u653f\u7b56\u91d1\u5229\u306e\u5148\u884c\u304d\u3092\u53d6\u5f15\u3059\u308b\u5e02\u5834\uff09\u3067\u306f\u3001\u7b2c4\u56db\u534a\u671f\u672b\u307e\u3067\u306b0.25%\uff0825bp\uff1d\u91d1\u5229\u306e\u5358\u4f4d\u30010.01%\uff1d1bp\uff09\u4ee5\u4e0a\u306e\u5229\u4e0b\u3052\u304c\u5c11\u306a\u304f\u3068\u30821\u56de\u884c\u308f\u308c\u308b\u78ba\u7387\u309265%\u3068\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\u3002<\/p>\n

\u3053\u306e\u898b\u901a\u3057\u5909\u5316\u3092\u8e0f\u307e\u3048\u3001\u30c8\u30ec\u30fc\u30c0\u30fc\u306f\u91d1\u5229\u5148\u7269\u306b\u9023\u52d5\u3059\u308b\u30b3\u30fc\u30eb\uff08\u4e0a\u6607\u306b\u5099\u3048\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\uff09\u3084\u30b3\u30fc\u30eb\u30b9\u30d7\u30ec\u30c3\u30c9\uff08\u30b3\u30fc\u30eb\u306e\u8cb7\u3044\u3068\u58f2\u308a\u3092\u7d44\u307f\u5408\u308f\u305b\u3001\u30b3\u30b9\u30c8\u3068\u5229\u76ca\u5e45\u3092\u8abf\u6574\u3059\u308b\u53d6\u5f15\uff09\u3092\u691c\u8a0e\u3067\u304d\u308b\u3002\u5bfe\u8c61\u4f8b\u3068\u3057\u3066SOFR\uff08\u62c5\u4fdd\u4ed8\u304d\u7fcc\u65e5\u7269\u8cc7\u91d1\u8abf\u9054\u91d1\u5229\uff1d\u7c73\u56fd\u306e\u77ed\u671f\u91d1\u5229\u306e\u4ee3\u8868\u6307\u6a19\uff09\u9023\u52d5\u306e\u5546\u54c1\u304c\u3042\u308b\u3002\u5e02\u5834\u304c\u300c\u5229\u4e0b\u3052\u304c\u65e9\u3044\u300d\u3068\u898b\u65b9\u3092\u5f37\u3081\u308b\u307b\u3069\u6709\u5229\u306b\u306a\u308a\u3001FRB\u304c\u30cf\u30c8\u6d3e\uff08\u91d1\u878d\u7de9\u548c\u306b\u524d\u5411\u304d\uff09\u3078\u50be\u304f\u6d41\u308c\u3092\u72d9\u3046\u3002<\/p>\n

2025\u5e74\u306b\u898b\u3089\u308c\u305f\u30c9\u30eb\u9ad8\u3082\u4e00\u670d\u3057\u3001DXY\u306f\u8db3\u5143\u3067101.5\u8fd1\u8fba\u3002\u91d1\u5229\u5dee\uff08\u5404\u56fd\u306e\u91d1\u5229\u6c34\u6e96\u306e\u5dee\uff09\u304c\u7e2e\u5c0f\u3059\u308c\u3070\u30c9\u30eb\u5b89\u304c\u9032\u3080\u53ef\u80fd\u6027\u304c\u3042\u308a\u3001\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u30c9\u30eb\u5b89\u306b\u5099\u3048\u308b\u4f59\u5730\u304c\u3042\u308b\u3002\u7c73\u30c9\u30eb\u6307\u6570\u306e\u30d7\u30c3\u30c8\uff08\u4e0b\u843d\u306b\u5099\u3048\u308b\u30aa\u30d7\u30b7\u30e7\u30f3\uff09\u3092\u8cb7\u3048\u3070\u3001FRB\u304c\u5229\u4e0b\u3052\u5c40\u9762\u5165\u308a\u3092\u660e\u78ba\u306b\u793a\u3059\u3053\u3068\u3067\u6307\u6570\u304c\u4e0b\u843d\u3057\u305f\u5834\u5408\u306e\u5229\u76ca\u6a5f\u4f1a\u3068\u306a\u308b\u3002<\/p>\n

\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff08\u4fa1\u683c\u5909\u52d5\u306e\u5927\u304d\u3055\uff09\u306e\u7ba1\u7406\u3082\u91cd\u8981\u3060\u3002VIX\uff08CBOE\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u6307\u6570\uff1dS&P500\u306e\u4e88\u60f3\u5909\u52d5\u7387\u3092\u793a\u3059\u300c\u6050\u6016\u6307\u6570\u300d\uff09\u306f16\u524d\u5f8c\u3067\u843d\u3061\u7740\u3044\u3066\u3044\u308b\u304c\u30012025\u5e74\u306e\u7269\u4fa1\u30b7\u30e7\u30c3\u30af\u304c\u793a\u3059\u3088\u3046\u306b\u3001\u5e02\u5834\u306e\u5e73\u7a4f\u306f\u5d29\u308c\u3084\u3059\u3044\u3002VIX\u306e\u30b3\u30fc\u30eb\u3092\u8cb7\u3046\u3053\u3068\u306f\u3001\u4e88\u60f3\u5916\u306e\u7d4c\u6e08\u6307\u6a19\u3067\u4e0d\u5b89\u304c\u518d\u71c3\u3057\u3001\u5e02\u5834\u304c\u6025\u5909\u3057\u305f\u969b\u306e\u4fdd\u967a\u306b\u306a\u308a\u3084\u3059\u3044\u3002<\/p>\n

\u539f\u6cb9\u9ad8\u306f\u6628\u5e74\u306e\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u306e\u6750\u6599\u3060\u3063\u305f\u3002WTI\uff08\u7c73\u56fd\u306e\u4ee3\u8868\u7684\u306a\u539f\u6cb9\u6307\u6a19\uff09\u304c1\u30d0\u30ec\u30eb75\u30c9\u30eb\u8fd1\u8fba\u3067\u5b89\u5b9a\u3057\u3066\u3044\u308b\u5c40\u9762\u3067\u306f\u3001\u5546\u54c1\uff08\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\uff09\u3092\u4fdd\u6709\u3059\u308b\u6295\u8cc7\u5bb6\u306f\u5148\u7269\u30aa\u30d7\u30b7\u30e7\u30f3\u3067\u30b3\u30ea\u30c9\u30fc\uff08\u5024\u52d5\u304d\u306e\u7bc4\u56f2\u3092\u4e00\u5b9a\u306b\u3059\u308b\u7d44\u307f\u5408\u308f\u305b\uff09\u3092\u7d44\u3080\u624b\u304c\u3042\u308b\u3002\u5177\u4f53\u7684\u306b\u306f\u3001\u4e0b\u843d\u306b\u5099\u3048\u308b\u30d7\u30c3\u30c8\u3092\u8cb7\u3044\u3001\u4e0a\u6607\u306b\u5099\u3048\u308b\u30b3\u30fc\u30eb\u3092\u58f2\u3063\u3066\u8cc7\u91d1\u3092\u637b\u51fa\u3059\u308b\u3002\u4e0a\u5024\u306e\u5229\u76ca\u306f\u9650\u5b9a\u3055\u308c\u308b\u4e00\u65b9\u3001\u4e0b\u5024\u30ea\u30b9\u30af\u3092\u6291\u3048\u3089\u308c\u308b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u7c73CPI\u304c\u4e88\u60f3\u4e0a\u632f\u308c\u3001\u5e74\u73873.8%\u30fb\u30b3\u30a22.8%\u306b\u52a0\u901f\u3002\u30c9\u30eb\u6307\u6570\u306f98\u53f0\u3078\u3002\u3060\u304c\u76f4\u8fd1\u306f3.1%\u306b\u920d\u5316\u3057\u5229\u4e0b\u3052\u6642\u671f\u3078\u7126\u70b9\u3001\u5148\u7269\u306f\u5e74\u5185\u5229\u4e0b\u3052\u7e54\u308a\u8fbc\u307f\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-46795","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\/46795","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=46795"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/posts\/46795\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/media?parent=46795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/categories?post=46795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/jp-asia\/wp-json\/wp\/v2\/tags?post=46795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}