株式市場ニュース
最新の金融ニュース · 更新 7月 04, 2026
日本株、月曜に一段安の可能性も
Japan Shares May Take Further Damage On Monday
The panel consensus is bearish, with the Nikkei 225 expected to face continued downside risk due to global tech weakness, …
トランプ政権、米石炭火力近代化に8.5億ドル、新設2基も発表
Trump Admin Announces $850MM To Modernize US Coal Capacity, Build 2 New Plants
The panel consensus is bearish on the $850M DPA-backed coal modernization push, citing structural demand decline, high capital intensity, stranded …
退職後の「4%ルール」、あなたには通用しないかも？――こうすれば大丈夫
The Famous 4% Retirement Rule May Not Work for You -- Unless You Do This
The panel generally agreed that the 4% rule's rigidity is not the main risk, but rather the sequence-of-returns risk and …
VICI Properties Inc. (VICI) は今買い時か？
Is VICI Properties Inc. (VICI) A Good Stock To Buy Now?
The panelists have mixed views on VICI Properties, with concerns about tenant concentration, potential tenant distress, and rising interest rates, …
グローバル・シップ・リース（GSL）株、今が買い時か？
Is Global Ship Lease, Inc. (GSL) A Good Stock To Buy Now?
The panel consensus is bearish on GSL, with key risks including re-chartering risk post-2027, fleet age, and potential compression of …
テクノロジーETF対決：今、投資家にとってSOXXとIYWのどちらがより良い買いか？
Technology ETF Showdown: Is SOXX or IYW the Better Buy for Investors Right Now?
The panel consensus is that while SOXX (Semiconductors) has shown impressive returns, it's a high-risk, high-volatility play due to its …
キャシー・ウッド率ARK、CoinbaseとCircleを買い増し、ArcherとBaiduは売却
Cathie Wood’s ARK Buys Coinbase and Circle While Trimming Archer and Baidu
The panel consensus is that ARK's purchase of COIN and CRCL shares during a crypto sell-off is a tactical move …
PBWの年初来34%高、繰り返される金利サイクルで5年間の厳しいパターンを覆い隠す
PBW’s 34% Year-to-Date Gain Masks a Brutal Five-Year Pattern Every Rate Cycle Repeats
The panel generally agrees that PBW's 34% YTD gain is vulnerable to rising interest rates due to its long-duration cash …
社会保障給付への連邦税を撤廃する法案
The Bill That Would Eliminate Federal Taxes on Social Security Benefits
The panel generally agrees that eliminating taxes on Social Security benefits while raising the payroll tax cap is fiscally unsustainable …
バンク・オブ・アメリカ、最高財務責任者（CFO）交代でNu Holdings Ltd. ($NU)をダウングレード
BofA Downgrades Nu Holdings Ltd. (NU) on CFO Transition
The panel generally agreed that Nu Holdings faces significant risks, including executive turnover, expansion funding, and potential liquidity crunches, which …
アジアの石油貧乏国に新興国危機か？
An Emerging Market Crisis In Oil-Poor Asia?
The panel generally agrees that oil-importing EMs face significant risks, with a potential crisis driven by oil shock, currency pressure, …
小麦、金曜朝に回復高
Wheat Recovering Higher on Friday Morning
Panel consensus is bearish, with concerns over weak demand, shifting to cheaper origins, and lack of clear drivers for a …