株式市場ニュース
最新の金融ニュース · 更新 7月 27, 2026
トランプ大統領、FDA長官のマカリー氏を解任と発言、業界やホワイトハウスからの反発を受けて
Trump says Makary is out as FDA commissioner, following industry and White House backlash
The departure of Dr. Robert Califf (Makary) and the appointment of Kyle Diamantas as acting commissioner introduce significant uncertainty and …
議会なしでイランへの攻撃再開が可能：ヘグセス氏
Trump doesn't need Congress to restart Iran strikes: Hegseth
The panel agrees that the administration's assertion of Article 2 supremacy over the War Powers Resolution introduces geopolitical risk, with …
Waymo、一部車両が「立ち往生した水たまりに進入」した不具合でロボタクシー3,800台をリコール
Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to 'drive into standing water'
While the recall is seen as routine by some, the consensus is that it highlights Waymo's struggle with environmental unpredictability …
最高裁判決後、企業が関税還付金を受け取り始める
Companies start getting tariff refunds after Supreme Court decision
The panel agrees that the $35.46B tariff refunds provide near-term liquidity boost for import-heavy manufacturers like Oshkosh (OSK), but they …
上院、ウォーシュ氏をFRB理事に承認、議長投票への道を開く
Senate confirms Kevin Warsh as Fed governor, clears way for chair vote
Warsh's confirmation signals a potential policy shift, with a mix of dovish (lower rates) and hawkish (balance sheet normalization) signals. …
解雇されたGM従業員が不吉な会議、AI、退職金について語る
Laid off GM employees describe ominous meeting, AI and severance
GM is undergoing a significant organizational shift, aiming to trim legacy IT roles and invest in AI and autonomous vehicle …
2027年の社会保障COLA、インフレ上昇で高くなる可能性、新たな推計で判明
Social Security COLA for 2027 may be higher as inflation rises, new estimates find
The panel agrees that the projected 3.9% to 4.2% COLA hike, while providing a nominal income boost for retirees, creates …
Qualcommが13%下落、AI主導の急騰から半導体株が後退
Qualcomm drops 13% as chip stocks pull back from record AI-driven rally
The panelists agree that the 13% drop in QCOM is primarily due to macro headwinds and a shift in AI …
2026年初めに260万人の学生ローン借り手が債務不履行に陥る：ニューヨーク連銀
2.6 million student loan borrowers fell into default in early 2026: New York Fed
The panel agrees that the surge in student loan defaults, concentrated in older borrowers and Southern states, poses a significant …
市場はインフレ報告を受けて、FRB利上げの可能性を高める
Markets raise chances for a Fed rate hike following hot inflation report
The panel agrees that energy-driven inflation is transitory, but there's disagreement on the Fed's response. While some argue for a …
シティのマンテイ氏、米国株のアウトパフォームはさらに続くと予測
Citi’s Manthey Says US Stock Outperformance Has Further to Run
The panelists debated the sustainability of US tech outperformance, with concerns raised about extreme valuation compression risk, concentration risk, and …
債券トレーダー、パウエルFRB議長の時代終了でインフレ指標に警戒
Bond Traders Brace for Inflation Data as Fed’s Powell Era Ends
The panel is bearish on long-duration Treasuries, citing risks of a more hawkish Fed under incoming chair Warsh, geopolitical tensions, …