7月31日放送分

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MarketView2017

7月31日放送分

Economy & Finance

８月相場は波乱含み
～好決算は織り込み済み～
株式会社 Argo Navis
フィナンシャルコンシェルジュ　清水洋
介
http://argonavis.co.jp
平成 29 年７月 31 日

好調な決算も・・・　－決算動向に注目－
2
日本株を積極的に買い上がる材料は？
　→　為替への反応は限定的
　→　好決算で買われた銘柄の動きに引き続き注目
　→　政治や北朝鮮は売り材料になるか
　→　好決算は織り込まれている？
誰が買っているか・・・
　→　上昇が継続しない？
　→　好決算に反応しても買い戻しばかり
　→　日本株も米国株も利益確定が優先
　→　世界的に「リスク回避」？　・・・　世界的
な金余りの終焉

世界的な金余りは終わったか　－世界の情勢－
3
世界的に「リスク回避」の動きになるか
米国株は高値を取っているが
　→　好景気の持続はどこまで？
　→　「利上げ」「資産圧縮」でリスク回避へ
　→　トランプリスクも取りざたされるか
日本株を売り急ぐ材料はあるか？
　→　好決算は織り込み済み？　・・・　買われ過ぎの修正
も
　→　空売りの買戻しは入るのか？
2015 年夏の暴落はあるのか？
　→　「チャイナショック」と言われたが・・・
　→　結局はどの市場にお金が流れるかが問題
　→　金利上昇はリスク

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