株式市場ニュース

最新の金融ニュース · 更新 10月 28, 2026

NEUTRAL

ウクライナ、ドローン作戦でのStarlink利用規約違反のイーロン・マスク氏の主張に反論

Ukraine disputes Elon Musk’s claim that its military violated Starlink terms during drone operations

The discussion highlights significant governance and liability risks for SpaceX, with potential revenue compression due to policy shifts and accelerated …

CNBC · 10月 25, 2026

Q

NEUTRAL

ブラジル決選投票が最終局面：左右の激突がラテンアメリカの政治バランスを再編する可能性

Brazil Runoff Enters Final Hour: Left-Right Showdown Could Reshape Latin America's Political Balance

The panel agrees that the Brazilian presidential election outcome is not a binary event for BRL, with policy execution and …

ZeroHedge · 10月 25, 2026

NEUTRAL

オバマ氏「イランは戦前より戦略的に優位な立場にある」と指摘

Obama Says Iran Is "In A Stronger Strategic Position Now Than Before The War Started"

The panel agrees that the current situation in the Strait of Hormuz poses a significant geopolitical risk to global energy …

ZeroHedge · 10月 25, 2026

BEARISH

カリフォルニア州、富豪への「世界初」の課税を導入か？

Are California voters about to impose 'world's first' tax on billionaires?

The panel consensus is that Proposition 40, aiming to fund healthcare via a one-time 5% net-worth tax on California's billionaires, …

BBC Business · 10月 25, 2026

NEUTRAL

民主党と共和党が互いに最も恐れること：CNBC調査が回答

What Democrats and Republicans fear most about each other: CNBC survey has the answers

The panel consensus is that gridlock is likely post-midterms, leading to policy inertia and potential market volatility. Both parties face …

CNBC · 10月 25, 2026

ING

NEUTRAL

シティエコノミスト、来夏までに金利4.75%到達は unlikely と予測

Interest rates unlikely to reach 4.75% by next summer, say City economists

The panel discusses the disconnect between market-implied rates and economist consensus on BoE hikes, with most participants expressing bearish sentiments. …

The Guardian · 10月 25, 2026

S U

NEUTRAL

サウジアラビア、イラン支援フーシ派からのミサイル・ドローン迎撃を発表

Saudi Arabia says it intercepted missiles and drones from Iran-backed Houthis

The panelists agree that the current Brent price reflects a significant geopolitical risk premium due to Houthi-Iran alignment and potential …

CNBC · 10月 25, 2026

BEARISH

写真で見る：フランス全土で不平等に対する当初は平和的だった抗議デモが再び暴動に発展

In pictures: Initially peaceful protests across France over inequality again descend into violence

The panel consensus is that the recent spike in French bond yields, driven by ECB policy divergence and fiscal concerns, …

CNBC · 10月 25, 2026

NEUTRAL

米軍、イーロン・マスク氏のSpaceXに機密追跡データへのアクセスを許可

US military gives Elon Musk’s SpaceX access to sensitive tracking data

The panel discusses the implications of SpaceX gaining exclusive access to the Pentagon's high-accuracy orbital tracking data. While some see …

The Guardian · 10月 25, 2026

UAE

BEARISH

記録的な原油、空のタンク：UAEの奇跡的回復

Record Oil, Empty Tanks: The UAE's Miracle Recovery

The panel consensus is that the UAE's energy system remains vulnerable despite increased crude output, with downstream fragility, lack of …

ZeroHedge · 10月 24, 2026

BEARISH

ローズバンク：政治的嵐の中心にある油田の日常

Rosebank: Life on the oil field at the centre of a political storm

The panel consensus is bearish on the Rosebank project due to regulatory and policy uncertainties, high costs, and stranded asset …

BBC Business · 10月 24, 2026

BEARISH

来週の予算案発表前に押さえるべき税制の5つの重要論点

Five key tax talking points before next week’s budget

The panel consensus is bearish, warning of significant risks to UK assets, particularly equities, due to tax changes and their …

The Guardian · 10月 24, 2026