株式市場ニュース

最新の金融ニュース · 更新 10月 28, 2026

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サンチェス首相の当選祝賀受けルラ氏「スペインとブラジルは世界の進歩主義における同盟国」

Spain, Brazil 'Allies In Global Progressivism' Says Lula After Sánchez Congratulates Him On Election Victory

The panel is divided on the impact of Lula's win and the upcoming Spanish election on markets. While some see …

ZeroHedge · 10月 28, 2026
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BEARISH

トランプ氏の「逆ニクソン戦略」：ロシアを招き、中国を締め出す

Trump's Reverse Nixon Strategy: Bring Russia In, Shut China Out

The panel generally agrees that the US's energy policy, particularly the six-month Russian diesel waiver, is unlikely to significantly impact …

ZeroHedge · 10月 26, 2026
BEARISH

「時限爆弾」：世界の年金基金、高齢化危機に直面

‘Ticking time bomb’: The world's pension funds face an ageing crisis

The panel consensus is that the aging population and shrinking worker-to-retiree ratios pose significant risks to pension funding, with the …

CNBC · 10月 26, 2026
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BEARISH

カナダ経済学者：カナダの対米報復関税、週1億ドルの損失に

Ottawa's Counter-Tariffs On US Costing Canadians $100 Million Weekly, Economist Says

The panel generally agrees that Ottawa's retaliatory tariffs have limited economic impact but significant political signaling. The bigger concern is …

ZeroHedge · 10月 26, 2026
BEARISH

SpaceX、AIチップ向け400億ドル債務契約を締結 – イーロン・マスク氏

SpaceX closes $40 billion debt deal for AI chips, Elon Musk says

The panel consensus is bearish on SpaceX's $40B debt-funded GPU purchases, citing risks such as uncertain AI demand, potential GPU …

CNBC · 10月 26, 2026
BEARISH

ヒーリー予算、暗雲立ち込める中、景気回復を維持する必要性

Healey's Budget needs to sustain the stronger economy through gathering clouds

The panel consensus is bearish on the UK budget, citing fragile growth, high debt levels, and limited fiscal room for …

BBC Business · 10月 26, 2026
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民主党、下院選で獲得期待の激戦区から撤退

Democrats Retreat From House Races They Hoped To Flip

The panel discusses Democrats' strategic ad spending cuts, with mixed views on whether it signals a lack of confidence or …

ZeroHedge · 10月 26, 2026
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原油2%以上下落、サウジ攻撃リスクと需要破壊を天秤にかけるトレーダー

Oil slides over 2% as traders weigh Saudi attack risks, demand destruction

The panelists agreed that while there's a $20 risk premium due to Saudi tensions, demand destruction and supply response could …

CNBC · 10月 26, 2026
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AI関連株、さらなる苦境も？ 筆者が「見放さない」理由

More pain may be coming for the AI trade. Why I’m not giving up on it

The panel is divided on the outlook for AI infrastructure. While some argue that demand for AI compute remains strong, …

CNBC · 10月 25, 2026
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ブランシュ氏、トランプ氏命令によるアラスカ州上院選挙認定訴訟を擁護

Blanche defends Trump-ordered lawsuit over Alaska Senate election certification

The DOJ's preemptive lawsuit over Alaska's ranked-choice Senate race introduces significant legal uncertainty and potential institutional risk, with the potential …

CNBC · 10月 25, 2026
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アウディ、VW再編・関税下でも40億ドルのジョージア新工場計画を擁護

Audi defends plans for a $4 billion Georgia plant amid VW restructuring, tariffs

The panel is largely bearish on Audi's $4B Georgia plant, citing significant risks including high capex, execution during VW's restructuring, …

CNBC · 10月 25, 2026
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「You Can See Everything」、興行収入で「Clayface」に肉薄

‘You Can See Everything’ Gives ‘Clayface’ a Run for Its Money at the Box Office

The panel consensus is that the box office performance of 'Clayface' and 'You Can See Everything' does not guarantee sustained …

NYT Business · 10月 25, 2026